ViaWealth’s Vanguard Real Estate ETF VNQ Stock Holding History

ViaWealth’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	$622K	Sell	7,016 -1,541	-18%	-$141K	0.35%	84
2025 Q4	$757K	Sell	8,557 -901	-10%	-$81K	0.43%	72
2025 Q3	$865K	Buy	9,458 +75	+0.8%	+$6.8K	0.47%	62
2025 Q2	$836K	Sell	9,383 -892	-9%	-$78.7K	0.49%	59
2025 Q1	$930K	Sell	10,275 -564	-5%	-$51.2K	0.57%	50
2024 Q4	$966K	Buy	10,839 +163	+2%	+$15.4K	0.58%	49
2024 Q3	$1.04M	Buy	10,676 +257	+2%	+$23.7K	0.61%	48
2024 Q2	$873K	Hold	10,419	–	–	0.54%	56
2024 Q1	$901K	Sell	10,419 -177	-2%	-$15.1K	0.56%	56
2023 Q4	$936K	Sell	10,596 -485	-4%	-$38.4K	0.64%	43
2023 Q3	$838K	Buy	11,081 +2,074	+23%	+$171K	0.62%	50
2023 Q2	$753K	Buy	9,007 +1,879	+26%	+$154K	0.56%	58
2023 Q1	$592K	Buy	7,128 +3,313	+87%	+$285K	0.47%	76
2022 Q4	$322K	Buy	+3,815	New	+$316K	0.26%	125

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 $25.9B AUM 26.38% 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

ViaWealth's VNQ Position: Q1 2026 in Review

ViaWealth reduced its Vanguard Real Estate ETF (VNQ) stake by 18% in Q1 2026, selling an estimated $141K and leaving 7,016 shares worth $622K. The position accounts for 0.35% of the portfolio, ranked #84.

ViaWealth first reported a position in VNQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q3 2024. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

ViaWealth held 7,016 shares of Vanguard Real Estate ETF worth $622K as of Q1 2026.
ViaWealth sold 1,541 Vanguard Real Estate ETF shares in Q1 2026, an estimated $141K.
Vanguard Real Estate ETF made up 0.35% of ViaWealth's portfolio in Q1 2026, its #84 holding.
ViaWealth first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Vanguard Real Estate ETF position peaked at $1.04M in Q3 2024.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.