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Topsail Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Topsail 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 		$112K Hold
1,260
– – 0.02% 189
2025
Q4 		$111K Hold
1,260
– – 0.02% 181
2025
Q3 		$115K Hold
1,260
– – 0.02% 174
2025
Q2 		$112K Hold
1,260
– – 0.02% 166
2025
Q1 		$114K Hold
1,260
– – 0.02% 153
2024
Q4 		$112K Buy
+1,260
New +$119K 0.02% 138

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

Topsail Wealth Management's VNQ Position: Q1 2026 in Review

Topsail Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 1,260 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #189.

Topsail Wealth Management first reported a position in VNQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $115K in Q3 2025. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Topsail Wealth Management held 1,260 shares of Vanguard Real Estate ETF worth $112K as of Q1 2026.
  • Topsail Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
  • Vanguard Real Estate ETF made up 0.02% of Topsail Wealth Management's portfolio in Q1 2026, its #189 holding.
  • Topsail Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • Topsail Wealth Management's Vanguard Real Estate ETF position peaked at $115K in Q3 2025.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.