Sweeney & Michel’s Vanguard Real Estate ETF VNQ Stock Holding History

Sweeney & Michel’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 Q3	$1.28M	Buy	14,254 +739	+5%	+$71.6K	0.34%	50
2026 Q2	$1.33M	Buy	13,515 +118	+0.9%	+$11.3K	0.35%	47
2026 Q1	$1.25M	Buy	13,397 +142	+1%	+$13K	0.37%	48
2025 Q4	$1.24M	Buy	13,255 +648	+5%	+$58.2K	0.37%	48
2025 Q3	$1.11M	Buy	12,607 +120	+1%	+$10.9K	0.37%	47
2025 Q2	$1.12M	Sell	12,487 -661	-5%	-$58.3K	0.4%	45
2025 Q1	$1.05M	Buy	+13,148	New	+$1.19M	0.46%	39
2024 Q3	$1.26M	Buy	12,871 +163	+1%	+$15K	0.49%	37
2024 Q2	$1.06M	Buy	12,708 +155	+1%	+$12.8K	0.45%	40
2024 Q1	$1.05M	Buy	+12,553	New	+$1.07M	0.47%	38
2023 Q3	$963K	Buy	12,658 +60	+0.5%	+$4.95K	0.5%	35
2023 Q2	$1.05M	Buy	12,598 +680	+6%	+$55.7K	0.54%	32
2023 Q1	$979K	Buy	+11,918	New	+$1.02M	0.52%	34

Other funds holding VNQ

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Vista Capital Partners Portland, Oregon $1.15B AUM 13.75% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

Sweeney & Michel's VNQ Position: Q3 2026 in Review

Sweeney & Michel increased its Vanguard Real Estate ETF (VNQ) stake by 5.5% in Q3 2026, buying an estimated $71.6K and bringing the position to 14,254 shares worth $1.28M. The position accounts for 0.34% of the portfolio, ranked #50.

Sweeney & Michel first reported a position in VNQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.33M in Q2 2026. 1,102 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Sweeney & Michel held 14,254 shares of Vanguard Real Estate ETF worth $1.28M as of Q3 2026.
Sweeney & Michel bought 739 Vanguard Real Estate ETF shares in Q3 2026, an estimated $71.6K.
Vanguard Real Estate ETF made up 0.34% of Sweeney & Michel's portfolio in Q3 2026, its #50 holding.
Sweeney & Michel first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Vanguard Real Estate ETF position peaked at $1.33M in Q2 2026.
1,102 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.