Ruedi Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Ruedi Wealth Management’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 Q1	$847K	Sell	9,544 -231	-2%	-$21.2K	0.22%	30
2025 Q4	$865K	Buy	9,775 +59	+0.6%	+$5.3K	0.23%	31
2025 Q3	$888K	Sell	9,716 -270	-3%	-$24.5K	0.25%	31
2025 Q2	$889K	Buy	9,986 +1,741	+21%	+$154K	0.26%	32
2025 Q1	$747K	Sell	8,245 -216	-3%	-$19.6K	0.23%	29
2024 Q4	$754K	Sell	8,461 -27	-0.3%	-$2.55K	0.24%	27
2024 Q3	$827K	Sell	8,488 -1,081	-11%	-$99.5K	0.28%	26
2024 Q2	$802K	Sell	9,569 -277	-3%	-$22.9K	0.32%	27
2024 Q1	$851K	Buy	9,846 +70	+0.7%	+$5.98K	0.36%	25
2023 Q4	$864K	Buy	9,776 +4,089	+72%	+$324K	0.41%	24
2023 Q3	$430K	Buy	5,687 +128	+2%	+$10.6K	0.25%	29
2023 Q2	$464K	Buy	5,559 +42	+0.8%	+$3.44K	0.27%	28
2023 Q1	$458K	Buy	5,517 +673	+14%	+$57.8K	0.29%	27
2022 Q4	$447K	Buy	+4,844	New	+$402K	0.32%	25

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Ruedi Wealth Management's VNQ Position: Q1 2026 in Review

Ruedi Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 2.4% in Q1 2026, selling an estimated $21.2K and leaving 9,544 shares worth $847K. The position accounts for 0.22% of the portfolio, ranked #30.

Ruedi Wealth Management first reported a position in VNQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $889K in Q2 2025. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Ruedi Wealth Management held 9,544 shares of Vanguard Real Estate ETF worth $847K as of Q1 2026.
Ruedi Wealth Management sold 231 Vanguard Real Estate ETF shares in Q1 2026, an estimated $21.2K.
Vanguard Real Estate ETF made up 0.22% of Ruedi Wealth Management's portfolio in Q1 2026, its #30 holding.
Ruedi Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
Ruedi Wealth Management's Vanguard Real Estate ETF position peaked at $889K in Q2 2025.
1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.