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 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

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

Sweeney & Michel's VNQ Position: Q1 2026 in Review

Sweeney & Michel increased its Vanguard Real Estate ETF (VNQ) stake by 1.1% in Q1 2026, buying an estimated $13K and bringing the position to 13,397 shares worth $1.25M. The position accounts for 0.37% of the portfolio, ranked #48.

Sweeney & Michel first reported a position in VNQ in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q3 2024. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Sweeney & Michel held 13,397 shares of Vanguard Real Estate ETF worth $1.25M as of Q1 2026.
Sweeney & Michel bought 142 Vanguard Real Estate ETF shares in Q1 2026, an estimated $13K.
Vanguard Real Estate ETF made up 0.37% of Sweeney & Michel's portfolio in Q1 2026, its #48 holding.
Sweeney & Michel first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's Vanguard Real Estate ETF position peaked at $1.26M in Q3 2024.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.