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Safe Harbor Fiduciary’s Vanguard Real Estate ETF VNQ Stock Holding History

Safe Harbor Fiduciary’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 		$2.1M Buy
23,663
+717
+3% +$65.7K 2% 16
2025
Q4 		$2.03M Buy
+22,946
New +$2.06M 1.79% 14
2025
Q2 		$1.84M Sell
20,699
-2,024
-9% -$179K 1.73% 16
2025
Q1 		$2.06M Sell
22,723
-488
-2% -$44.3K 2.13% 12
2024
Q4 		$2.07M Hold
23,211
– – 2.11% 12
2024
Q3 		$2.26M Buy
+23,211
New +$2.14M 2.12% 12

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Safe Harbor Fiduciary's VNQ Position: Q1 2026 in Review

Safe Harbor Fiduciary increased its Vanguard Real Estate ETF (VNQ) stake by 3.1% in Q1 2026, buying an estimated $65.7K and bringing the position to 23,663 shares worth $2.1M. The position accounts for 2% of the portfolio, ranked #16.

Safe Harbor Fiduciary first reported a position in VNQ in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.26M in Q3 2024. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Safe Harbor Fiduciary held 23,663 shares of Vanguard Real Estate ETF worth $2.1M as of Q1 2026.
  • Safe Harbor Fiduciary bought 717 Vanguard Real Estate ETF shares in Q1 2026, an estimated $65.7K.
  • Vanguard Real Estate ETF made up 2% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #16 holding.
  • Safe Harbor Fiduciary first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 6 quarters since.
  • Safe Harbor Fiduciary's Vanguard Real Estate ETF position peaked at $2.26M in Q3 2024.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.