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VNQ icon

Waterloo Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Waterloo Capital’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 		$236K Buy
2,445
+107
+5% +$10.2K 0.01% 506
2026
Q1 		$207K Buy
2,338
+58
+3% +$5.32K 0.01% 466
2025
Q4 		$202K Sell
2,280
-17
-0.7% -$1.53K 0.01% 450
2025
Q3 		$210K Buy
2,297
+34
+2% +$3.08K 0.02% 437
2025
Q2 		$202K Buy
2,263
+7
+0.3% +$617 0.02% 449
2025
Q1 		$204K Buy
+2,256
New +$205K 0.02% 380
2024
Q4 		– Sell
-2,552
Closed -$249K – 391
2024
Q3 		$249K Buy
2,552
+125
+5% +$11.5K 0.03% 317
2024
Q2 		$203K Sell
2,427
-2,724
-53% -$225K 0.02% 336
2024
Q1 		$445K Sell
5,151
-1,985
-28% -$170K 0.06% 236
2023
Q4 		$630K Buy
+7,136
New +$566K 0.1% 180

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

Waterloo Capital's VNQ Position: Q2 2026 in Review

Waterloo Capital increased its Vanguard Real Estate ETF (VNQ) stake by 4.6% in Q2 2026, buying an estimated $10.2K and bringing the position to 2,445 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #506.

Waterloo Capital first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $630K in Q4 2023. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Waterloo Capital held 2,445 shares of Vanguard Real Estate ETF worth $236K as of Q2 2026.
  • Waterloo Capital bought 107 Vanguard Real Estate ETF shares in Q2 2026, an estimated $10.2K.
  • Vanguard Real Estate ETF made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #506 holding.
  • Waterloo Capital first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • Waterloo Capital's Vanguard Real Estate ETF position peaked at $630K in Q4 2023.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.