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Waldron Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Waldron Private Wealth’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 		$3.52M Buy
36,494
+1,601
+5% +$153K 0.12% 73
2026
Q1 		$3.1M Sell
34,893
-1,370
-4% -$126K 0.12% 75
2025
Q4 		$3.21M Buy
36,263
+37
+0.1% +$3.33K 0.13% 72
2025
Q3 		$3.31M Sell
36,226
-92
-0.3% -$8.35K 0.13% 72
2025
Q2 		$3.23M Sell
36,318
-2,701
-7% -$238K 0.14% 70
2025
Q1 		$3.53M Sell
39,019
-5,443
-12% -$494K 0.17% 67
2024
Q4 		$3.96M Sell
44,462
-1,403
-3% -$133K 0.16% 74
2024
Q3 		$4.51M Sell
45,865
-1,041
-2% -$95.9K 0.19% 69
2024
Q2 		$3.98M Sell
46,906
-247
-0.5% -$20.4K 0.18% 65
2024
Q1 		$4.08M Sell
47,153
-7,186
-13% -$614K 0.18% 65
2023
Q4 		$4.8M Sell
54,339
-6,413
-11% -$508K 0.23% 58
2023
Q3 		$4.64M Sell
60,752
-1,875
-3% -$155K 0.24% 55
2023
Q2 		$5.29M Sell
62,627
-5,493
-8% -$450K 0.26% 50
2023
Q1 		$5.66M Sell
68,120
-11,565
-15% -$994K 0.28% 52
2022
Q4 		$6.39M Hold
79,685
– – 0.4% 44
2022
Q3 		$6.39M Sell
79,685
-2,708
-3% -$253K 0.4% 44
2022
Q2 		$7.51M Sell
82,393
-1,522
-2% -$152K 0.42% 44
2022
Q1 		$9.09M Buy
83,915
+274
+0.3% +$29K 0.47% 42
2021
Q4 		$9.7M Sell
83,641
-2,219
-3% -$242K 0.48% 44
2021
Q3 		$8.74M Buy
85,860
+5,943
+7% +$630K 0.51% 39
2021
Q2 		$8.13M Sell
79,917
-2,894
-3% -$287K 0.52% 39
2021
Q1 		$7.61M Sell
82,811
-538
-0.6% -$47.3K 0.53% 37
2020
Q4 		$7.08M Buy
83,349
+2,160
+3% +$179K 0.53% 36
2020
Q3 		$6.41M Sell
81,189
-113,667
-58% -$9.12M 0.55% 35
2020
Q2 		$15.3M Buy
194,856
+60,576
+45% +$4.59M 1.35% 20
2020
Q1 		$9.38M Buy
134,280
+74,367
+124% +$6.53M 1% 26
2019
Q4 		$5.56M Buy
59,913
+12,136
+25% +$1.12M 0.5% 33
2019
Q3 		$4.46M Buy
47,777
+11,520
+32% +$1.05M 0.45% 38
2019
Q2 		$3.2M Buy
36,257
+3,745
+12% +$328K 0.34% 38
2019
Q1 		$2.85M Buy
32,512
+9,994
+44% +$826K 0.32% 42
2018
Q4 		$1.68M Buy
22,518
+11,494
+104% +$906K 0.24% 49
2018
Q3 		$889K Buy
11,024
+6,604
+149% +$544K 0.17% 63
2018
Q2 		$360K Buy
+4,420
New +$342K 0.08% 116

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

Waldron Private Wealth's VNQ Position: Q2 2026 in Review

Waldron Private Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 4.6% in Q2 2026, buying an estimated $153K and bringing the position to 36,494 shares worth $3.52M. The position accounts for 0.12% of the portfolio, ranked #73.

Waldron Private Wealth first reported a position in VNQ in Q2 2018 and has held it in 33 quarters since. The position peaked at $15.3M in Q2 2020. 895 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Waldron Private Wealth held 36,494 shares of Vanguard Real Estate ETF worth $3.52M as of Q2 2026.
  • Waldron Private Wealth bought 1,601 Vanguard Real Estate ETF shares in Q2 2026, an estimated $153K.
  • Vanguard Real Estate ETF made up 0.12% of Waldron Private Wealth's portfolio in Q2 2026, its #73 holding.
  • Waldron Private Wealth first reported a position in Vanguard Real Estate ETF in Q2 2018 and has held it in 33 quarters since.
  • Waldron Private Wealth's Vanguard Real Estate ETF position peaked at $15.3M in Q2 2020.
  • 895 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.