UIA
VNQ icon

Ulland Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Ulland Investment 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 		$16K Hold
170
– – 0.01% 167
2026
Q1 		$15K Hold
170
– – 0.01% 163
2025
Q4 		$15K Hold
170
– – 0.01% 163
2025
Q3 		$16K Hold
170
– – 0.01% 166
2025
Q2 		$15K Hold
170
– – 0.01% 166
2025
Q1 		$15K Hold
170
– – 0.01% 164
2024
Q4 		$15K Hold
170
– – 0.01% 160
2024
Q3 		$17K Hold
170
– – 0.01% 151
2024
Q2 		$14K Hold
170
– – 0.01% 161
2024
Q1 		$15K Hold
170
– – 0.01% 164
2023
Q4 		$15K Hold
170
– – 0.02% 149
2023
Q3 		$13K Buy
170
+10
+6% +$825 0.01% 163
2023
Q2 		$13K Buy
160
+10
+7% +$819 0.01% 156
2023
Q1 		$12K Sell
150
-90
-38% -$7.73K 0.01% 151
2022
Q4 		$20K Buy
240
+5
+2% +$415 0.02% 136
2022
Q3 		$19K Hold
235
– – 0.02% 135
2022
Q2 		$21K Hold
235
– – 0.02% 142
2022
Q1 		$25K Buy
235
+90
+62% +$9.53K 0.02% 142
2021
Q4 		$17K Buy
+145
New +$15.8K 0.01% 152

Other funds holding VNQ

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ulland Investment Advisors's VNQ Position: Q2 2026 in Review

Ulland Investment Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 170 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #167.

Ulland Investment Advisors first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $25K in Q1 2022. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Ulland Investment Advisors held 170 shares of Vanguard Real Estate ETF worth $16K as of Q2 2026.
  • Ulland Investment Advisors left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • Ulland Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's Vanguard Real Estate ETF position peaked at $25K in Q1 2022.
  • 897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.