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Topel & Distasi Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Topel & Distasi Wealth Management’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 		$279K Buy
3,140
+120
+4% +$11K 0.14% 53
2025
Q4 		$267K Buy
3,020
+53
+2% +$4.76K 0.13% 57
2025
Q3 		$271K Sell
2,967
-120
-4% -$10.9K 0.13% 57
2025
Q2 		$275K Sell
3,087
-4,182
-58% -$369K 0.14% 57
2025
Q1 		$658K Sell
7,269
-1,145
-14% -$104K 0.31% 53
2024
Q4 		$750K Hold
8,414
– – 0.32% 53
2024
Q3 		$820K Sell
8,414
-3,077
-27% -$283K 0.34% 52
2024
Q2 		$962K Sell
11,491
-1,178
-9% -$97.3K 0.42% 47
2024
Q1 		$1.1M Buy
12,669
+945
+8% +$80.7K 0.48% 44
2023
Q4 		$1.04M Sell
11,724
-3
-0% -$238 0.49% 40
2023
Q3 		$887K Buy
11,727
+32
+0.3% +$2.64K 0.47% 43
2023
Q2 		$977K Buy
11,695
+42
+0.4% +$3.44K 0.49% 43
2023
Q1 		$968K Buy
11,653
+1,384
+13% +$119K 0.5% 44
2022
Q4 		$847K Hold
10,269
– – 0.47% 43
2022
Q3 		$872K Sell
10,269
-138
-1% -$12.9K 0.48% 45
2022
Q2 		$948K Buy
10,407
+14
+0.1% +$1.4K 0.55% 39
2022
Q1 		$1.13M Sell
10,393
-1,173
-10% -$124K 0.47% 47
2021
Q4 		$1.34M Buy
+11,566
New +$1.26M 0.55% 42

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

Topel & Distasi Wealth Management's VNQ Position: Q1 2026 in Review

Topel & Distasi Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 4% in Q1 2026, buying an estimated $11K and bringing the position to 3,140 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #53.

Topel & Distasi Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.34M in Q4 2021. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Topel & Distasi Wealth Management held 3,140 shares of Vanguard Real Estate ETF worth $279K as of Q1 2026.
  • Topel & Distasi Wealth Management bought 120 Vanguard Real Estate ETF shares in Q1 2026, an estimated $11K.
  • Vanguard Real Estate ETF made up 0.14% of Topel & Distasi Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Topel & Distasi Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • Topel & Distasi Wealth Management's Vanguard Real Estate ETF position peaked at $1.34M in Q4 2021.
  • 1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.