WA
VNQ icon

WBH Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

WBH Advisory’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 		$2.23M Sell
25,058
-424
-2% -$38.9K 0.17% 106
2025
Q4 		$2.25M Sell
25,482
-797
-3% -$71.6K 0.17% 100
2025
Q3 		$2.4M Sell
26,279
-846
-3% -$76.7K 0.18% 94
2025
Q2 		$2.42M Buy
27,125
+1,178
+5% +$104K 0.21% 86
2025
Q1 		$2.35M Sell
25,947
-1,139
-4% -$103K 0.22% 78
2024
Q4 		$2.41M Sell
27,086
-1,372
-5% -$130K 0.22% 76
2024
Q3 		$2.77M Sell
28,458
-361
-1% -$33.2K 0.26% 71
2024
Q2 		$2.41M Sell
28,819
-8,704
-23% -$719K 0.24% 74
2024
Q1 		$3.24M Sell
37,523
-8,980
-19% -$767K 0.33% 64
2023
Q4 		$4.11M Buy
46,503
+9,171
+25% +$727K 0.46% 53
2023
Q3 		$2.82M Sell
37,332
-3,105
-8% -$256K 0.35% 67
2023
Q2 		$3.38M Sell
40,437
-4,068
-9% -$333K 0.4% 63
2023
Q1 		$3.7M Buy
+44,505
New +$3.82M 0.46% 56
2022
Q3 		$3.15M Sell
39,241
-15
-0% -$1.4K 0.45% 54
2022
Q2 		$3.61M Sell
39,256
-5,167
-12% -$515K 0.48% 50
2022
Q1 		$4.84M Buy
44,423
+4,987
+13% +$528K 0.59% 45
2021
Q4 		$4.58M Buy
39,436
+5,212
+15% +$569K 0.52% 45
2021
Q3 		$3.48M Buy
34,224
+1,329
+4% +$141K 0.47% 47
2021
Q2 		$3.48M Buy
32,895
+2,455
+8% +$243K 0.51% 47
2021
Q1 		$2.8M Buy
30,440
+8,267
+37% +$727K 0.45% 52
2020
Q4 		$1.91M Buy
22,173
+3,473
+19% +$288K 0.33% 67
2020
Q3 		$1.48M Buy
18,700
+2,661
+17% +$214K 0.3% 74
2020
Q2 		$1.26M Buy
16,039
+1,742
+12% +$132K 0.3% 82
2020
Q1 		$998 Buy
14,297
+5,686
+66% +$499K 0.23% 84
2019
Q4 		$799K Buy
8,611
+168
+2% +$15.6K 0.16% 123
2019
Q3 		$787K Buy
8,443
+707
+9% +$64.2K 0.18% 120
2019
Q2 		$676K Buy
7,736
+90
+1% +$7.88K 0.16% 128
2019
Q1 		$664K Buy
7,646
+120
+2% +$9.91K 0.16% 128
2018
Q4 		$561 Buy
7,526
+1,103
+17% +$86.9K 0.14% 132
2018
Q3 		$518K Sell
6,423
-24
-0.4% -$1.98K 0.13% 142
2018
Q2 		$525K Buy
6,447
+330
+5% +$25.6K 0.14% 138
2018
Q1 		$461K Buy
6,117
+403
+7% +$30.8K 0.13% 149
2017
Q4 		$474K Buy
5,714
+857
+18% +$71.8K 0.13% 147
2017
Q3 		$403K Sell
4,857
-345
-7% -$28.8K 0.11% 155
2017
Q2 		$432K Sell
5,202
-85
-2% -$7.09K 0.12% 144
2017
Q1 		$436K Buy
5,287
+20
+0.4% +$1.66K 0.13% 145
2016
Q4 		$434K Sell
5,267
-793
-13% -$64.6K 0.14% 143
2016
Q3 		$525K Buy
6,060
+2,665
+78% +$238K 0.18% 123
2016
Q2 		$301K Sell
3,395
-216
-6% -$18.2K 0.12% 151
2016
Q1 		$302K Buy
3,611
+111
+3% +$8.64K 0.1% 154
2015
Q4 		$279 Buy
3,500
+388
+12% +$30.7K 0.1% 159
2015
Q3 		$235K Buy
3,112
+19
+0.6% +$1.46K 0.1% 167
2015
Q2 		$231K Buy
3,093
+172
+6% +$13.7K 0.09% 178
2015
Q1 		$246 Buy
+2,921
New +$248K 0.07% 181

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

WBH Advisory's VNQ Position: Q1 2026 in Review

WBH Advisory reduced its Vanguard Real Estate ETF (VNQ) stake by 1.7% in Q1 2026, selling an estimated $38.9K and leaving 25,058 shares worth $2.23M. The position accounts for 0.17% of the portfolio, ranked #106.

WBH Advisory first reported a position in VNQ in Q1 2015 and has held it in 44 quarters since. The position peaked at $4.84M in Q1 2022. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • WBH Advisory held 25,058 shares of Vanguard Real Estate ETF worth $2.23M as of Q1 2026.
  • WBH Advisory sold 424 Vanguard Real Estate ETF shares in Q1 2026, an estimated $38.9K.
  • Vanguard Real Estate ETF made up 0.17% of WBH Advisory's portfolio in Q1 2026, its #106 holding.
  • WBH Advisory first reported a position in Vanguard Real Estate ETF in Q1 2015 and has held it in 44 quarters since.
  • WBH Advisory's Vanguard Real Estate ETF position peaked at $4.84M in Q1 2022.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.