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

SHP 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 		$46K Sell
519
-30
-5% -$2.75K ﹤0.01% 511
2025
Q4 		$48.6K Buy
+549
New +$49.3K ﹤0.01% 487

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 $52B AUM 24.53% 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 $29.3B AUM 38.15% 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

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

SHP Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 5.5% in Q1 2026, selling an estimated $2.75K and leaving 519 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

SHP Wealth Management first reported a position in VNQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $48.6K in Q4 2025. 1,779 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • SHP Wealth Management held 519 shares of Vanguard Real Estate ETF worth $46K as of Q1 2026.
  • SHP Wealth Management sold 30 Vanguard Real Estate ETF shares in Q1 2026, an estimated $2.75K.
  • Vanguard Real Estate ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #511 holding.
  • SHP Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Vanguard Real Estate ETF position peaked at $48.6K in Q4 2025.
  • 1,779 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.