Smith Shellnut Wilson’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $632K | Hold |
6,550
| – | – | 0.24% | 72 |
|
|
2026
Q1 | $581K | Hold |
6,550
| – | – | 0.25% | 68 |
|
|
2025
Q4 | $580K | Hold |
6,550
| – | – | 0.22% | 71 |
|
|
2025
Q3 | $599K | Sell |
6,550
-1,979
| -23% | -$180K | 0.23% | 66 |
|
|
2025
Q2 | $760K | Hold |
8,529
| – | – | 0.33% | 57 |
|
|
2025
Q1 | $772K | Hold |
8,529
| – | – | 0.35% | 52 |
|
|
2024
Q4 | $760K | Hold |
8,529
| – | – | 0.34% | 54 |
|
|
2024
Q3 | $831K | Hold |
8,529
| – | – | 0.38% | 50 |
|
|
2024
Q2 | $714K | Hold |
8,529
| – | – | 0.35% | 50 |
|
|
2024
Q1 | $738K | Hold |
8,529
| – | – | 0.39% | 48 |
|
|
2023
Q4 | $754K | Hold |
8,529
| – | – | 0.43% | 44 |
|
|
2023
Q3 | $645K | Hold |
8,529
| – | – | 0.39% | 44 |
|
|
2023
Q2 | $713K | Sell |
8,529
-1,325
| -13% | -$109K | 0.4% | 41 |
|
|
2023
Q1 | $818K | Sell |
9,854
-33
| -0.3% | -$2.83K | 0.5% | 37 |
|
|
2022
Q4 | $815K | Hold |
9,887
| – | – | 0.5% | 37 |
|
|
2022
Q3 | $793K | Hold |
9,887
| – | – | 0.53% | 34 |
|
|
2022
Q2 | $901K | Buy |
9,887
+33
| +0.3% | +$3.29K | 0.56% | 36 |
|
|
2022
Q1 | $1.07M | Sell |
9,854
-358
| -4% | -$37.9K | 0.56% | 35 |
|
|
2021
Q4 | $1.19M | Sell |
10,212
-753
| -7% | -$82.2K | 0.59% | 37 |
|
|
2021
Q3 | $1.12M | Sell |
10,965
-185
| -2% | -$19.6K | 0.65% | 34 |
|
|
2021
Q2 | $1.14M | Sell |
11,150
-1,145
| -9% | -$114K | 0.66% | 35 |
|
|
2021
Q1 | $1.13M | Sell |
12,295
-2,145
| -15% | -$189K | 0.69% | 35 |
|
|
2020
Q4 | $1.23M | Sell |
14,440
-1,494
| -9% | -$124K | 0.73% | 31 |
|
|
2020
Q3 | $1.26M | Hold |
15,934
| – | – | 0.47% | 34 |
|
|
2020
Q2 | $1.25M | Sell |
15,934
-100
| -0.6% | -$7.58K | 0.9% | 25 |
|
|
2020
Q1 | $1.12M | Buy |
16,034
+1,126
| +8% | +$98.9K | 0.94% | 27 |
|
|
2019
Q4 | $1.38M | Buy |
14,908
+1,231
| +9% | +$114K | 0.92% | 27 |
|
|
2019
Q3 | $1.27M | Sell |
13,677
-1,105
| -7% | -$100K | 0.94% | 27 |
|
|
2019
Q2 | $1.29M | Buy |
14,782
+477
| +3% | +$41.8K | 0.97% | 26 |
|
|
2019
Q1 | $1.24M | Buy |
14,305
+5,821
| +69% | +$481K | 0.98% | 26 |
|
|
2018
Q4 | $633K | Sell |
8,484
-577
| -6% | -$45.5K | 0.68% | 35 |
|
|
2018
Q3 | $731K | Buy |
+9,061
| New | +$746K | 0.65% | 32 |
|
|
2018
Q1 | $337K | Buy |
4,467
+1,900
| +74% | +$145K | 0.29% | 56 |
|
|
2017
Q4 | $213K | Hold |
2,567
| – | – | 0.18% | 120 |
|
|
2017
Q3 | $213K | Buy |
+2,567
| New | +$214K | 0.19% | 124 |
|
Other funds holding VNQ
Smith Shellnut Wilson's VNQ Position: Q2 2026 in Review
Smith Shellnut Wilson held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 6,550 shares worth $632K. The position accounts for 0.24% of the portfolio, ranked #72.
Smith Shellnut Wilson first reported a position in VNQ in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.38M in Q4 2019. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.
- Smith Shellnut Wilson held 6,550 shares of Vanguard Real Estate ETF worth $632K as of Q2 2026.
- Smith Shellnut Wilson left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
- Vanguard Real Estate ETF made up 0.24% of Smith Shellnut Wilson's portfolio in Q2 2026, its #72 holding.
- Smith Shellnut Wilson first reported a position in Vanguard Real Estate ETF in Q3 2017 and has held it in 35 quarters since.
- Smith Shellnut Wilson's Vanguard Real Estate ETF position peaked at $1.38M in Q4 2019.
- 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.
Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.