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W.H. Cornerstone Investments’s Vanguard Real Estate ETF VNQ Stock Holding History

W.H. Cornerstone Investments’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 		$211K Buy
+2,186
New +$209K 0.12% 135
2025
Q4 		– Sell
-2,304
Closed -$211K – 118
2025
Q3 		$211K Buy
+2,304
New +$209K 0.13% 113
2025
Q1 		– Sell
-2,721
Closed -$242K – 125
2024
Q4 		$242K Buy
2,721
+45
+2% +$4.25K 0.16% 108
2024
Q3 		$261K Sell
2,676
-7
-0.3% -$645 0.18% 103
2024
Q2 		$225K Sell
2,683
-1,735
-39% -$143K 0.16% 112
2024
Q1 		$382K Buy
4,418
+37
+0.8% +$3.16K 0.28% 85
2023
Q4 		$387K Sell
4,381
-798
-15% -$63.2K 0.31% 83
2023
Q3 		$392K Buy
5,179
+957
+23% +$78.9K 0.34% 77
2023
Q2 		$353K Sell
4,222
-663
-14% -$54.3K 0.32% 82
2023
Q1 		$406K Buy
4,885
+280
+6% +$24.1K 0.37% 72
2022
Q4 		$406K Buy
4,605
+1,588
+53% +$132K 0.39% 70
2022
Q3 		$234K Buy
+3,017
New +$282K 0.25% 98

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

W.H. Cornerstone Investments's VNQ Position: Q2 2026 in Review

W.H. Cornerstone Investments opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 2,186 shares worth $211K. The stake represents 0.12% of the portfolio and ranks #135 among its holdings. This is a return to the name: W.H. Cornerstone Investments previously reported a position in VNQ as recently as Q3 2025.

W.H. Cornerstone Investments first reported a position in VNQ in Q3 2022 and has held it in 12 quarters since. The position peaked at $406K in Q4 2022. 1,806 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • W.H. Cornerstone Investments held 2,186 shares of Vanguard Real Estate ETF worth $211K as of Q2 2026.
  • Vanguard Real Estate ETF was a new W.H. Cornerstone Investments position in Q2 2026.
  • Vanguard Real Estate ETF made up 0.12% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #135 holding.
  • W.H. Cornerstone Investments first reported a position in Vanguard Real Estate ETF in Q3 2022 and has held it in 12 quarters since.
  • W.H. Cornerstone Investments's Vanguard Real Estate ETF position peaked at $406K in Q4 2022.
  • 1,806 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.