TI
VNQ icon

Truepoint Inc’s Vanguard Real Estate ETF VNQ Stock Holding History

Truepoint Inc’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 		$3.25M Buy
36,692
+702
+2% +$64.4K 0.07% 43
2025
Q4 		$3.18M Buy
35,990
+10,878
+43% +$978K 0.07% 46
2025
Q3 		$2.3M Buy
25,112
+1,934
+8% +$175K 0.05% 52
2025
Q2 		$2.06M Buy
23,178
+1,465
+7% +$129K 0.05% 53
2025
Q1 		$1.97M Buy
21,713
+1,001
+5% +$90.9K 0.05% 52
2024
Q4 		$1.85M Buy
20,712
+3
+0% +$283 0.05% 52
2024
Q3 		$2.02M Buy
20,709
+407
+2% +$37.5K 0.05% 47
2024
Q2 		$1.7M Sell
20,302
-4,636
-19% -$383K 0.05% 47
2024
Q1 		$2.16M Sell
24,938
-23,342
-48% -$1.99M 0.06% 43
2023
Q4 		$4.27M Sell
48,280
-1,384
-3% -$110K 0.12% 36
2023
Q3 		$3.76M Buy
49,664
+2,012
+4% +$166K 0.12% 39
2023
Q2 		$3.98M Sell
47,652
-13,186
-22% -$1.08M 0.13% 35
2023
Q1 		$5.05M Sell
60,838
-3,158
-5% -$271K 0.17% 32
2022
Q4 		$5.28M Sell
63,996
-10,678
-14% -$885K 0.19% 32
2022
Q3 		$5.99M Sell
74,674
-970
-1% -$90.7K 0.31% 28
2022
Q2 		$6.89M Sell
75,644
-4,394
-5% -$438K 0.36% 25
2022
Q1 		$8.67M Sell
80,038
-46,662
-37% -$4.94M 0.41% 22
2021
Q4 		$14.7M Sell
126,700
-30,654
-19% -$3.35M 0.69% 16
2021
Q3 		$16M Sell
157,354
-908,283
-85% -$96.3M 0.8% 16
2021
Q2 		$108M Sell
1,065,637
-375,067
-26% -$37.2M 6% 6
2021
Q1 		$132M Buy
1,440,704
+72,479
+5% +$6.37M 8.23% 5
2020
Q4 		$116M Buy
1,368,225
+82,351
+6% +$6.83M 7.72% 5
2020
Q3 		$102M Buy
1,285,874
+39,737
+3% +$3.19M 7.76% 5
2020
Q2 		$97.9M Buy
1,246,137
+53,088
+4% +$4.02M 7.88% 5
2020
Q1 		$83.3M Buy
1,193,049
+23,145
+2% +$2.03M 7.61% 5
2019
Q4 		$109M Buy
1,169,904
+2,396
+0.2% +$222K 8.22% 4
2019
Q3 		$109M Buy
1,167,508
+4,588
+0.4% +$417K 9.53% 4
2019
Q2 		$102M Buy
1,162,920
+9,386
+0.8% +$822K 8.2% 4
2019
Q1 		$100M Sell
1,153,534
-9,090
-0.8% -$751K 8.56% 4
2018
Q4 		$86.7M Sell
1,162,624
-20,569
-2% -$1.62M 8.28% 4
2018
Q3 		$95.5M Buy
1,183,193
+6,713
+0.6% +$553K 8.24% 4
2018
Q2 		$95.8M Buy
1,176,480
+1,090,241
+1,264% +$84.5M 8.62% 4
2018
Q1 		$1.14M Sell
86,239
-998,668
-92% -$76.4M 8.89% 3
2017
Q4 		$90M Buy
1,084,907
+56,014
+5% +$4.69M 8.47% 4
2017
Q3 		$85.5M Buy
1,028,893
+30,603
+3% +$2.56M 8.38% 4
2017
Q2 		$83.7M Buy
998,290
+49,905
+5% +$4.16M 8.41% 4
2017
Q1 		$78.3M Buy
948,385
+32,456
+4% +$2.69M 8.43% 4
2016
Q4 		$76M Buy
915,929
+56,587
+7% +$4.61M 8.46% 4
2016
Q3 		$74.5M Buy
859,342
+2,992
+0.3% +$267K 9.06% 4
2016
Q2 		$75.9M Sell
856,350
-3,882
-0.5% -$326K 9.75% 4
2016
Q1 		$72.1M Buy
860,232
+8,020
+0.9% +$624K 9.52% 4
2015
Q4 		$67.9M Buy
852,212
+36,341
+4% +$2.88M 9.42% 4
2015
Q3 		$61.6M Buy
815,871
+106
+0% +$8.14K 9.19% 4
2015
Q2 		$60.9M Buy
815,765
+67,878
+9% +$5.42M 9.16% 4
2015
Q1 		$63.1M Sell
747,887
-30,168
-4% -$2.56M 9.86% 4
2014
Q4 		$63M Sell
778,055
-13,938
-2% -$1.09M 10.09% 4
2014
Q3 		$56.9M Buy
791,993
+22,308
+3% +$1.68M 9.62% 4
2014
Q2 		$57.6M Buy
769,685
+17,319
+2% +$1.27M 10.13% 4
2014
Q1 		$53.1M Buy
752,366
+32,134
+4% +$2.2M 10.18% 4
2013
Q4 		$46.5M Buy
720,232
+48,699
+7% +$3.26M 9.21% 4
2013
Q3 		$44.4M Buy
671,533
+22,033
+3% +$1.5M 9.26% 4
2013
Q2 		$44.6M Buy
+649,500
New +$47.2M 12% 3

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

Truepoint Inc's VNQ Position: Q1 2026 in Review

Truepoint Inc increased its Vanguard Real Estate ETF (VNQ) stake by 2% in Q1 2026, buying an estimated $64.4K and bringing the position to 36,692 shares worth $3.25M. The position accounts for 0.07% of the portfolio, ranked #43.

Truepoint Inc first reported a position in VNQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $132M in Q1 2021. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Truepoint Inc held 36,692 shares of Vanguard Real Estate ETF worth $3.25M as of Q1 2026.
  • Truepoint Inc bought 702 Vanguard Real Estate ETF shares in Q1 2026, an estimated $64.4K.
  • Vanguard Real Estate ETF made up 0.07% of Truepoint Inc's portfolio in Q1 2026, its #43 holding.
  • Truepoint Inc first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
  • Truepoint Inc's Vanguard Real Estate ETF position peaked at $132M in Q1 2021.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.