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Three Bearings Fiduciary Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Three Bearings Fiduciary 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 		$5.57M Buy
57,804
+35
+0.1% +$3.35K 4.99% 5
2026
Q1 		$5.12M Buy
57,769
+775
+1% +$71.1K 4.96% 5
2025
Q4 		$5.18M Buy
+56,994
New +$5.12M 4.84% 5

Other funds holding VNQ

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
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

Three Bearings Fiduciary Advisors's VNQ Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.06% in Q2 2026, buying an estimated $3.35K and bringing the position to 57,804 shares worth $5.57M. The position accounts for 4.99% of the portfolio, ranked #5.

Three Bearings Fiduciary Advisors first reported a position in VNQ in Q4 2025 and has held it in 3 quarters since. 1,182 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 57,804 shares of Vanguard Real Estate ETF worth $5.57M as of Q2 2026.
  • Three Bearings Fiduciary Advisors bought 35 Vanguard Real Estate ETF shares in Q2 2026, an estimated $3.35K.
  • Vanguard Real Estate ETF made up 4.99% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #5 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,182 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.