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VNQ icon

SRH Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

SRH Advisors’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 		$11.4K Sell
118
-7
-6% -$669 ﹤0.01% 213
2026
Q1 		$11.1K Hold
125
– – ﹤0.01% 209
2025
Q4 		$11.1K Hold
125
– – ﹤0.01% 210
2025
Q3 		$11.4K Hold
125
– – ﹤0.01% 205
2025
Q2 		$11.1K Hold
125
– – ﹤0.01% 203
2025
Q1 		$11.3K Sell
125
-9
-7% -$817 ﹤0.01% 204
2024
Q4 		$11.9K Hold
134
– – ﹤0.01% 206
2024
Q3 		$13.1K Hold
134
– – ﹤0.01% 199
2024
Q2 		$11.2K Hold
134
– – ﹤0.01% 208
2024
Q1 		$11.6K Hold
134
– – ﹤0.01% 210
2023
Q4 		$11.8K Hold
134
– – ﹤0.01% 200
2023
Q3 		$10.1K Hold
134
– – ﹤0.01% 195
2023
Q2 		$11.1K Hold
134
– – 0.01% 192
2023
Q1 		$11K Hold
134
– – 0.01% 191
2022
Q4 		$11K Hold
134
– – 0.01% 193
2022
Q3 		$11K Buy
134
+16
+14% +$1.5K 0.01% 201
2022
Q2 		$11K Hold
118
– – 0.01% 203
2022
Q1 		$13K Hold
118
– – 0.01% 205
2021
Q4 		$14K Hold
118
– – 0.02% 200
2021
Q3 		$12K Hold
118
– – 0.01% 205
2021
Q2 		$12K Hold
118
– – 0.01% 205
2021
Q1 		$11K Hold
118
– – 0.02% 205
2020
Q4 		$10K Hold
118
– – 0.02% 203
2020
Q3 		$9K Hold
118
– – 0.02% 190
2020
Q2 		$9K Hold
118
– – 0.02% 177
2020
Q1 		$8K Hold
118
– – 0.02% 173
2019
Q4 		$11K Hold
118
– – 0.04% 165
2019
Q3 		$11K Hold
118
– – 0.04% 160
2019
Q2 		$10K Hold
118
– – 0.03% 169
2019
Q1 		$10K Hold
118
– – 0.04% 159
2018
Q4 		$9K Sell
118
-246
-68% -$19.4K 0.03% 165
2018
Q3 		$29K Hold
364
– – 0.1% 113
2018
Q2 		$30K Hold
364
– – 0.11% 106
2018
Q1 		$27K Buy
364
+118
+48% +$9.03K 0.11% 99
2017
Q4 		$20K Hold
246
– – 0.08% 108
2017
Q3 		$20K Buy
+246
New +$20.6K 0.08% 106

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SRH Advisors's VNQ Position: Q2 2026 in Review

SRH Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 5.6% in Q2 2026, selling an estimated $669 and leaving 118 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

SRH Advisors first reported a position in VNQ in Q3 2017 and has held it in 36 quarters since. The position peaked at $30K in Q2 2018. 848 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • SRH Advisors held 118 shares of Vanguard Real Estate ETF worth $11.4K as of Q2 2026.
  • SRH Advisors sold 7 Vanguard Real Estate ETF shares in Q2 2026, an estimated $669.
  • Vanguard Real Estate ETF made up ﹤0.01% of SRH Advisors's portfolio in Q2 2026, its #213 holding.
  • SRH Advisors first reported a position in Vanguard Real Estate ETF in Q3 2017 and has held it in 36 quarters since.
  • SRH Advisors's Vanguard Real Estate ETF position peaked at $30K in Q2 2018.
  • 848 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.