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VNQ icon

RTD Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

RTD Financial Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Sell
12,254
-549
-4% -$52.5K 0.13% 71
2026
Q1 		$1.14M Buy
12,803
+254
+2% +$23.3K 0.14% 67
2025
Q4 		$1.11M Sell
12,549
-23,416
-65% -$2.1M 0.14% 63
2025
Q3 		$3.29M Sell
35,965
-16,789
-32% -$1.52M 0.4% 44
2025
Q2 		$4.7M Sell
52,754
-30,156
-36% -$2.66M 0.6% 40
2025
Q1 		$7.51M Sell
82,910
-66,566
-45% -$6.04M 1.01% 32
2024
Q4 		$13.3M Sell
149,476
-167,050
-53% -$15.8M 1.71% 18
2024
Q3 		$30.8M Sell
316,526
-354,114
-53% -$32.6M 3.9% 8
2024
Q2 		$56.2M Sell
670,640
-23,682
-3% -$1.96M 7.55% 2
2024
Q1 		$60M Sell
694,322
-14,407
-2% -$1.23M 8.08% 2
2023
Q4 		$62.6M Sell
708,729
-20,843
-3% -$1.65M 8.79% 2
2023
Q3 		$55.2M Buy
729,572
+8,340
+1% +$688K 8.43% 2
2023
Q2 		$60.3M Buy
721,232
+39,282
+6% +$3.22M 8.76% 2
2023
Q1 		$56.6M Sell
681,950
-545
-0.1% -$46.8K 8.76% 2
2022
Q4 		$56.3M Buy
682,495
+38,791
+6% +$3.22M 9.18% 2
2022
Q3 		$51.6M Buy
643,704
+3,207
+0.5% +$300K 9.5% 3
2022
Q2 		$58.4M Sell
640,497
-26,878
-4% -$2.68M 8.95% 2
2022
Q1 		$72.3M Buy
667,375
+413
+0.1% +$43.7K 9.76% 2
2021
Q4 		$77.4M Buy
+666,962
New +$72.8M 10.13% 1

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RTD Financial Advisors's VNQ Position: Q2 2026 in Review

RTD Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 4.3% in Q2 2026, selling an estimated $52.5K and leaving 12,254 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #71.

RTD Financial Advisors first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $77.4M in Q4 2021. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • RTD Financial Advisors held 12,254 shares of Vanguard Real Estate ETF worth $1.18M as of Q2 2026.
  • RTD Financial Advisors sold 549 Vanguard Real Estate ETF shares in Q2 2026, an estimated $52.5K.
  • Vanguard Real Estate ETF made up 0.13% of RTD Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • RTD Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • RTD Financial Advisors's Vanguard Real Estate ETF position peaked at $77.4M in Q4 2021.
  • 897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.