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 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 $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

Waterford Advisors's VNQ Position: Q1 2026 in Review

Waterford Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2026: 16,743 shares worth $1.46M. The stake represents 0.46% of the portfolio and ranks #22 among its holdings. This is a return to the name: Waterford Advisors previously reported a position in VNQ as recently as Q3 2025.

Waterford Advisors first reported a position in VNQ in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.08M in Q3 2024. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Waterford Advisors held 16,743 shares of Vanguard Real Estate ETF worth $1.46M as of Q1 2026.
Vanguard Real Estate ETF was a new Waterford Advisors position in Q1 2026.
Vanguard Real Estate ETF made up 0.46% of Waterford Advisors's portfolio in Q1 2026, its #22 holding.
Waterford Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 13 quarters since.
Waterford Advisors's Vanguard Real Estate ETF position peaked at $2.08M in Q3 2024.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Waterford Advisors's 13F filing for Q1 2026, filed 15 May 2026.