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VNQ icon

SkyOak Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

SkyOak Wealth’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 		$356K Hold
4,009
– – 0.07% 160
2025
Q4 		$355K Hold
4,009
– – 0.06% 158
2025
Q3 		$367K Hold
4,009
– – 0.07% 161
2025
Q2 		$357K Hold
4,009
– – 0.07% 153
2025
Q1 		$363K Sell
4,009
-82
-2% -$7.44K 0.08% 143
2024
Q4 		$364K Hold
4,091
– – 0.08% 147
2024
Q3 		$399K Hold
4,091
– – 0.09% 133
2024
Q2 		$343K Hold
4,091
– – 0.08% 153
2024
Q1 		$354K Hold
4,091
– – 0.08% 161
2023
Q4 		$361K Buy
4,091
+38
+0.9% +$3.01K 0.09% 148
2023
Q3 		$307K Buy
4,053
+97
+2% +$8K 0.09% 163
2023
Q2 		$331K Buy
3,956
+46
+1% +$3.77K 0.09% 158
2023
Q1 		$325K Buy
3,910
+98
+3% +$8.42K 0.1% 156
2022
Q4 		$314K Buy
3,812
+102
+3% +$8.46K 0.11% 157
2022
Q3 		$297K Buy
3,710
+116
+3% +$10.8K 0.11% 155
2022
Q2 		$327K Buy
3,594
+117
+3% +$11.7K 0.11% 144
2022
Q1 		$377K Sell
3,477
-3,283
-49% -$347K 0.1% 151
2021
Q4 		$784K Sell
6,760
-550
-8% -$60.1K 0.2% 104
2021
Q3 		$744K Buy
7,310
+98
+1% +$10.4K 0.2% 98
2021
Q2 		$734K Buy
7,212
+81
+1% +$8.03K 0.2% 103
2021
Q1 		$698K Buy
7,131
+365
+5% +$32.1K 0.19% 106
2020
Q4 		$575K Buy
6,766
+254
+4% +$21.1K 0.18% 123
2020
Q3 		$514K Sell
6,512
-7,271
-53% -$584K 0.18% 119
2020
Q2 		$1.08M Buy
13,783
+4,835
+54% +$367K 0.4% 62
2020
Q1 		$625K Sell
8,948
-4,624
-34% -$406K 0.32% 75
2019
Q4 		$1.26M Buy
+13,572
New +$1.26M 0.39% 64

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

SkyOak Wealth's VNQ Position: Q1 2026 in Review

SkyOak Wealth held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 4,009 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #160.

SkyOak Wealth first reported a position in VNQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.26M in Q4 2019. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • SkyOak Wealth held 4,009 shares of Vanguard Real Estate ETF worth $356K as of Q1 2026.
  • SkyOak Wealth left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
  • Vanguard Real Estate ETF made up 0.07% of SkyOak Wealth's portfolio in Q1 2026, its #160 holding.
  • SkyOak Wealth first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 26 quarters since.
  • SkyOak Wealth's Vanguard Real Estate ETF position peaked at $1.26M in Q4 2019.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.