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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
Q2 		– Sell
-23,663
Closed -$2.1M – 67
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 $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Safe Harbor Fiduciary's VNQ Position: Q2 2026 in Review

Safe Harbor Fiduciary sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 23,663 shares — an estimated $2.1M sold.

Safe Harbor Fiduciary first reported a position in VNQ in Q3 2024 and held it in 6 quarters. The position peaked at $2.26M in Q3 2024. 1,804 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Safe Harbor Fiduciary reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 23,663 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.1M.
  • Safe Harbor Fiduciary first reported a position in Vanguard Real Estate ETF in Q3 2024 and held it in 6 quarters.
  • Safe Harbor Fiduciary's Vanguard Real Estate ETF position peaked at $2.26M in Q3 2024.
  • 1,804 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.