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Waters Parkerson & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

Waters Parkerson & Co’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 		$2.53M Buy
26,255
+114
+0.4% +$10.9K 0.12% 72
2026
Q1 		$2.32M Sell
26,141
-160
-0.6% -$14.7K 0.12% 75
2025
Q4 		$2.33M Buy
26,301
+76
+0.3% +$6.83K 0.11% 76
2025
Q3 		$2.4M Sell
26,225
-475
-2% -$43.1K 0.12% 73
2025
Q2 		$2.38M Sell
26,700
-300
-1% -$26.5K 0.12% 76
2025
Q1 		$2.44M Hold
27,000
– – 0.13% 73
2024
Q4 		$2.41M Buy
27,000
+200
+0.7% +$18.9K 0.13% 76
2024
Q3 		$2.61M Buy
26,800
+127
+0.5% +$11.7K 0.13% 73
2024
Q2 		$2.23M Hold
26,673
– – 0.12% 74
2024
Q1 		$2.31M Buy
26,673
+50
+0.2% +$4.27K 0.12% 72
2023
Q4 		$2.35M Buy
26,623
+191
+0.7% +$15.1K 0.13% 70
2023
Q3 		$2M Buy
26,432
+931
+4% +$76.8K 0.12% 72
2023
Q2 		$2.13M Sell
25,501
-80
-0.3% -$6.55K 0.12% 69
2023
Q1 		$2.12M Sell
25,581
-1,369
-5% -$118K 0.13% 68
2022
Q4 		$2.22M Hold
26,950
– – 0.13% 67
2022
Q3 		$2.16M Buy
26,950
+1,680
+7% +$157K 0.14% 64
2022
Q2 		$2.3M Buy
25,270
+4,825
+24% +$481K 0.15% 63
2022
Q1 		$2.22M Hold
20,445
– – 0.12% 69
2021
Q4 		$2.37M Hold
20,445
– – 0.13% 67
2021
Q3 		$2.08M Buy
20,445
+1,375
+7% +$146K 0.12% 71
2021
Q2 		$1.94M Sell
19,070
-200
-1% -$19.8K 0.11% 72
2021
Q1 		$1.77M Hold
19,270
– – 0.11% 73
2020
Q4 		$1.64M Hold
19,270
– – 0.11% 73
2020
Q3 		$1.52M Buy
19,270
+550
+3% +$44.2K 0.11% 71
2020
Q2 		$1.47M Buy
18,720
+125
+0.7% +$9.48K 0.12% 72
2020
Q1 		$1.3M Buy
18,595
+1,900
+11% +$167K 0.13% 70
2019
Q4 		$1.55M Sell
16,695
-935
-5% -$86.6K 0.12% 73
2019
Q3 		$1.64M Hold
17,630
– – 0.13% 71
2019
Q2 		$1.54M Hold
17,630
– – 0.12% 73
2019
Q1 		$1.53M Hold
17,630
– – 0.13% 72
2018
Q4 		$1.31M Buy
17,630
+100
+0.6% +$7.88K 0.13% 71
2018
Q3 		$1.41M Sell
17,530
-9
-0.1% -$741 0.12% 73
2018
Q2 		$1.43M Buy
17,539
+1,990
+13% +$154K 0.12% 69
2018
Q1 		$1.17M Buy
15,549
+550
+4% +$42.1K 0.1% 74
2017
Q4 		$1.25M Sell
14,999
-65
-0.4% -$5.45K 0.1% 74
2017
Q3 		$1.25M Buy
15,064
+600
+4% +$50.1K 0.11% 76
2017
Q2 		$1.2M Sell
14,464
-50
-0.3% -$4.17K 0.11% 76
2017
Q1 		$1.2M Buy
14,514
+309
+2% +$25.6K 0.11% 77
2016
Q4 		$1.17M Buy
14,205
+1,910
+16% +$156K 0.12% 75
2016
Q3 		$1.07M Sell
12,295
-916
-7% -$81.7K 0.11% 77
2016
Q2 		$1.17M Buy
13,211
+32
+0.2% +$2.69K 0.13% 74
2016
Q1 		$1.1M Buy
13,179
+775
+6% +$60.3K 0.12% 75
2015
Q4 		$989K Buy
12,404
+4,054
+49% +$321K 0.11% 76
2015
Q3 		$631K Buy
8,350
+2,300
+38% +$177K 0.08% 86
2015
Q2 		$452K Buy
6,050
+1,500
+33% +$120K 0.05% 104
2015
Q1 		$384K Buy
4,550
+900
+25% +$76.4K 0.05% 113
2014
Q4 		$296K Hold
3,650
– – 0.04% 117
2014
Q3 		$262K Hold
3,650
– – 0.03% 122
2014
Q2 		$273K Hold
3,650
– – 0.03% 119
2014
Q1 		$258K Hold
3,650
– – 0.03% 119
2013
Q4 		$236K Buy
+3,650
New +$244K 0.03% 123

Other funds holding VNQ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
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

Waters Parkerson & Co's VNQ Position: Q2 2026 in Review

Waters Parkerson & Co increased its Vanguard Real Estate ETF (VNQ) stake by 0.44% in Q2 2026, buying an estimated $10.9K and bringing the position to 26,255 shares worth $2.53M. The position accounts for 0.12% of the portfolio, ranked #72.

Waters Parkerson & Co first reported a position in VNQ in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.61M in Q3 2024. 1,223 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Waters Parkerson & Co held 26,255 shares of Vanguard Real Estate ETF worth $2.53M as of Q2 2026.
  • Waters Parkerson & Co bought 114 Vanguard Real Estate ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard Real Estate ETF made up 0.12% of Waters Parkerson & Co's portfolio in Q2 2026, its #72 holding.
  • Waters Parkerson & Co first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 51 quarters since.
  • Waters Parkerson & Co's Vanguard Real Estate ETF position peaked at $2.61M in Q3 2024.
  • 1,223 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.