Tred Avon Family Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Tred Avon Family Wealth’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	$252K	Buy	+2,837	New	+$260K	0.08%	241

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 $29.3B AUM 38.15% 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

Tred Avon Family Wealth's VNQ Position: Q1 2026 in Review

Tred Avon Family Wealth opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2026: 2,837 shares worth $252K. The stake represents 0.08% of the portfolio and ranks #241 among its holdings.

1,775 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Tred Avon Family Wealth held 2,837 shares of Vanguard Real Estate ETF worth $252K as of Q1 2026.
Vanguard Real Estate ETF was a new Tred Avon Family Wealth position in Q1 2026.
Vanguard Real Estate ETF made up 0.08% of Tred Avon Family Wealth's portfolio in Q1 2026, its #241 holding.
1,775 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.