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Vista Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Vista Investment 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 		$375K Buy
4,230
+1,435
+51% +$132K 0.12% 135
2025
Q4 		$247K Buy
+2,795
New +$251K 0.08% 161
2021
Q1 		– Sell
-2,434
Closed -$207K – 157
2020
Q4 		$207K Buy
+2,434
New +$202K 0.14% 144
2018
Q1 		– Sell
-2,778
Closed -$231K – 139
2017
Q4 		$231K Buy
+2,778
New +$233K 0.24% 119

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

Vista Investment Management's VNQ Position: Q1 2026 in Review

Vista Investment Management increased its Vanguard Real Estate ETF (VNQ) stake by 51% in Q1 2026, buying an estimated $132K and bringing the position to 4,230 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #135.

Vista Investment Management first reported a position in VNQ in Q4 2017 and has held it in 4 quarters since. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Vista Investment Management held 4,230 shares of Vanguard Real Estate ETF worth $375K as of Q1 2026.
  • Vista Investment Management bought 1,435 Vanguard Real Estate ETF shares in Q1 2026, an estimated $132K.
  • Vanguard Real Estate ETF made up 0.12% of Vista Investment Management's portfolio in Q1 2026, its #135 holding.
  • Vista Investment Management first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 4 quarters since.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.