Ted Buchan & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

Ted Buchan & Co’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	$9.36M	Buy	105,489 +3,357	+3%	+$308K	3.4%	8
2025 Q4	$9.04M	Buy	102,132 +5,914	+6%	+$531K	3.32%	9
2025 Q3	$8.8M	Sell	96,218 -4,528	-4%	-$411K	3.45%	9
2025 Q2	$8.97M	Buy	100,746 +9,031	+10%	+$797K	3.57%	8
2025 Q1	$8.3M	Buy	91,715 +3,078	+3%	+$279K	3.93%	8
2024 Q4	$7.9M	Sell	88,637 -430	-0.5%	-$40.6K	3.73%	8
2024 Q3	$8.68M	Buy	89,067 +9,201	+12%	+$847K	4.12%	9
2024 Q2	$6.69M	Buy	79,866 +53,433	+202%	+$4.41M	3.59%	12
2024 Q1	$2.29M	Buy	+26,433	New	+$2.26M	1.4%	21
2023 Q2	–	Sell	-3,536	Closed	-$294K	–	90
2023 Q1	$294K	Buy	3,536 +634	+22%	+$54.5K	0.25%	63
2022 Q4	$239K	Buy	+2,902	New	+$241K	0.22%	68

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 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 $1.47T AUM 27.86% 1-Year Est. Return

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