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Stokes Family Office’s Vanguard Real Estate ETF VNQ Stock Holding History

Stokes Family Office’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 		$1.18M Sell
13,265
-905
-6% -$83K 0.12% 120
2025
Q4 		$1.25M Sell
14,170
-3,567
-20% -$321K 0.11% 120
2025
Q3 		$1.62M Buy
17,737
+513
+3% +$46.5K 0.15% 106
2025
Q2 		$1.53M Buy
17,224
+6
+0% +$529 0.16% 101
2025
Q1 		$1.56M Sell
17,218
-28,449
-62% -$2.58M 0.18% 97
2024
Q4 		$4.07M Sell
45,667
-117
-0.3% -$11.1K 0.43% 57
2024
Q3 		$4.46M Buy
45,784
+353
+0.8% +$32.5K 0.49% 50
2024
Q2 		$3.81M Buy
45,431
+3,273
+8% +$270K 0.45% 55
2024
Q1 		$3.65M Buy
42,158
+9,693
+30% +$828K 0.46% 57
2023
Q4 		$2.87M Buy
32,465
+10,603
+48% +$840K 0.39% 61
2023
Q3 		$1.65M Buy
21,862
+2,205
+11% +$182K 0.19% 97
2023
Q2 		$1.64M Sell
19,657
-1,575
-7% -$129K 0.19% 92
2023
Q1 		$1.76M Buy
21,232
+1,347
+7% +$116K 0.22% 85
2022
Q4 		$1.64M Buy
19,885
+4
+0% +$332 0.21% 84
2022
Q3 		$1.59M Buy
19,881
+2
+0% +$187 0.23% 82
2022
Q2 		$1.81M Buy
19,879
+1
+0% +$100 0.25% 78
2022
Q1 		$2.15M Sell
19,878
-62
-0.3% -$6.56K 0.29% 72
2021
Q4 		$2.31M Buy
19,940
+65
+0.3% +$7.1K 0.29% 67
2021
Q3 		$2.02M Buy
19,875
+2
+0% +$212 0.28% 70
2021
Q2 		$2.02M Buy
19,873
+1
+0% +$99 0.29% 69
2021
Q1 		$1.82M Buy
19,872
+1,916
+11% +$168K 0.28% 67
2020
Q4 		$1.52M Buy
17,956
+5,156
+40% +$428K 0.3% 66
2020
Q3 		$1.01M Buy
12,800
+1
+0% +$80 0.23% 75
2020
Q2 		$1M Buy
12,799
+2
+0% +$152 0.25% 73
2020
Q1 		$894K Buy
12,797
+1,887
+17% +$166K 0.24% 72
2019
Q4 		$1.01M Buy
+10,910
New +$1.01M 0.22% 73

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

Stokes Family Office's VNQ Position: Q1 2026 in Review

Stokes Family Office reduced its Vanguard Real Estate ETF (VNQ) stake by 6.4% in Q1 2026, selling an estimated $83K and leaving 13,265 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #120.

Stokes Family Office first reported a position in VNQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.46M in Q3 2024. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Stokes Family Office held 13,265 shares of Vanguard Real Estate ETF worth $1.18M as of Q1 2026.
  • Stokes Family Office sold 905 Vanguard Real Estate ETF shares in Q1 2026, an estimated $83K.
  • Vanguard Real Estate ETF made up 0.12% of Stokes Family Office's portfolio in Q1 2026, its #120 holding.
  • Stokes Family Office first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's Vanguard Real Estate ETF position peaked at $4.46M in Q3 2024.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.