Waterford Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Waterford 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	$1.61M	Buy	16,744 +1	+0%	+$96	0.44%	21
2026 Q1	$1.46M	Buy	+16,743	New	+$1.54M	0.46%	22
2025 Q4	–	Sell	-17,832	Closed	-$1.63M	–	63
2025 Q3	$1.63M	Buy	17,832 +14,144	+384%	+$1.28M	0.56%	20
2025 Q2	$1.86M	Sell	3,688 -17,219	-82%	-$1.52M	0.69%	22
2025 Q1	$1.89M	Sell	20,907 -422	-2%	-$38.3K	0.79%	19
2024 Q4	$1.9M	Hold	21,329	–	–	0.97%	16
2024 Q3	$2.08M	Sell	21,329 -499	-2%	-$45.9K	1.06%	16
2024 Q2	$1.83M	Hold	21,828	–	–	0.77%	19
2024 Q1	$1.89M	Hold	21,828	–	–	0.8%	20
2023 Q4	$1.93M	Buy	21,828 +617	+3%	+$48.9K	0.9%	19
2023 Q3	$1.6M	Sell	21,211 -1,306	-6%	-$108K	0.9%	18
2023 Q2	$1.88M	Hold	22,517	–	–	0.91%	22
2023 Q1	$1.87M	Sell	22,517 -734	-3%	-$63.1K	1.01%	20
2022 Q4	$1.92M	Buy	+23,251	New	+$1.93M	1.12%	20

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Waterford Advisors's VNQ Position: Q2 2026 in Review

Waterford Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.01% in Q2 2026, buying an estimated $96 and bringing the position to 16,744 shares worth $1.61M. The position accounts for 0.44% of the portfolio, ranked #21.

Waterford Advisors first reported a position in VNQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.08M in Q3 2024. 1,809 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Waterford Advisors held 16,744 shares of Vanguard Real Estate ETF worth $1.61M as of Q2 2026.
Waterford Advisors bought 1 Vanguard Real Estate ETF share in Q2 2026, an estimated $96.
Vanguard Real Estate ETF made up 0.44% of Waterford Advisors's portfolio in Q2 2026, its #21 holding.
Waterford Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
Waterford Advisors's Vanguard Real Estate ETF position peaked at $2.08M in Q3 2024.
1,809 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.