Smartleaf Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Smartleaf Asset 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	$338K	Sell	3,867 -5,421	-58%	-$497K	0.01%	628
2025 Q4	$829K	Buy	9,288 +8,922	+2,438%	+$802K	0.03%	410
2025 Q3	$33.3K	Buy	366 +11	+3%	+$998	﹤0.01%	1591
2025 Q2	$31.4K	Sell	355 -46	-11%	-$4.06K	﹤0.01%	1362
2025 Q1	$36K	Buy	401 +31	+8%	+$2.81K	﹤0.01%	1317
2024 Q4	$32.7K	Hold	370	–	–	﹤0.01%	1388
2024 Q3	$35.8K	Sell	370 -115	-24%	-$10.6K	﹤0.01%	1040
2024 Q2	$40.8K	Sell	485 -12	-2%	-$991	0.01%	799
2024 Q1	$42.7K	Sell	497 -33	-6%	-$2.82K	0.01%	713
2023 Q4	$47.6K	Buy	+530	New	+$42K	0.01%	543

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

Smartleaf Asset Management's VNQ Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Vanguard Real Estate ETF (VNQ) stake by 58% in Q1 2026, selling an estimated $497K and leaving 3,867 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #628.

Smartleaf Asset Management first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $829K in Q4 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Smartleaf Asset Management held 3,867 shares of Vanguard Real Estate ETF worth $338K as of Q1 2026.
Smartleaf Asset Management sold 5,421 Vanguard Real Estate ETF shares in Q1 2026, an estimated $497K.
Vanguard Real Estate ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #628 holding.
Smartleaf Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Vanguard Real Estate ETF position peaked at $829K in Q4 2025.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.