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Wealthspire Advisors (New York)’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealthspire Advisors (New York)’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 		$20.2M Sell
227,724
-10,796
-5% -$990K 0.16% 75
2025
Q4 		$21.1M Sell
238,520
-239,620
-50% -$21.5M 0.17% 73
2025
Q3 		$43.7M Sell
478,140
-16,548
-3% -$1.5M 0.23% 52
2025
Q2 		$44.1M Sell
494,688
-23,474
-5% -$2.07M 0.25% 49
2025
Q1 		$46.9M Buy
518,162
+249,125
+93% +$22.6M 0.28% 53
2024
Q4 		$24M Buy
269,037
+19,905
+8% +$1.88M 0.24% 59
2024
Q3 		$24.3M Buy
249,132
+67,289
+37% +$6.2M 0.25% 60
2024
Q2 		$15.2M Sell
181,843
-7,186
-4% -$593K 0.2% 54
2024
Q1 		$16.3M Sell
189,029
-12,206
-6% -$1.04M 0.22% 52
2023
Q4 		$17.8M Sell
201,235
-14,943
-7% -$1.18M 0.25% 51
2023
Q3 		$16.4M Sell
216,178
-4,600
-2% -$379K 0.27% 46
2023
Q2 		$18.5M Sell
220,778
-5,110
-2% -$419K 0.3% 47
2023
Q1 		$18.8M Buy
225,888
+5,889
+3% +$506K 0.32% 47
2022
Q4 		$18.1M Buy
219,999
+15,478
+8% +$1.28M 0.33% 47
2022
Q3 		$16.4M Buy
204,521
+9,274
+5% +$867K 0.34% 48
2022
Q2 		$17.8M Buy
195,247
+11,345
+6% +$1.13M 0.37% 44
2022
Q1 		$19.9M Buy
183,902
+7,295
+4% +$772K 0.45% 33
2021
Q4 		$20.5M Sell
176,607
-5,285
-3% -$577K 0.45% 32
2021
Q3 		$18.5M Buy
181,892
+6,440
+4% +$683K 0.38% 38
2021
Q2 		$17.9M Buy
175,452
+1,110
+0.6% +$110K 0.47% 29
2021
Q1 		$16M Buy
174,342
+14,108
+9% +$1.24M 0.38% 33
2020
Q4 		$13.6M Buy
160,234
+73,942
+86% +$6.13M 0.41% 33
2020
Q3 		$6.81M Sell
86,292
-20,548
-19% -$1.65M 0.41% 33
2020
Q2 		$8.39M Sell
106,840
-112,679
-51% -$8.54M 0.58% 27
2020
Q1 		$15.3M Buy
219,519
+70,278
+47% +$6.17M 0.64% 27
2019
Q4 		$13.8M Buy
149,241
+14,381
+11% +$1.33M 1.01% 13
2019
Q3 		$12.6M Buy
134,860
+33,366
+33% +$3.03M 1.03% 12
2019
Q2 		$8.87M Buy
+101,494
New +$8.88M 0.77% 15
2019
Q1 		– Sell
-200
Closed -$15K – 772
2018
Q4 		$15K Buy
+200
New +$15.8K ﹤0.01% 411

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

Wealthspire Advisors (New York)'s VNQ Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard Real Estate ETF (VNQ) stake by 4.5% in Q1 2026, selling an estimated $990K and leaving 227,724 shares worth $20.2M. The position accounts for 0.16% of the portfolio, ranked #75.

Wealthspire Advisors (New York) first reported a position in VNQ in Q4 2018 and has held it in 29 quarters since. The position peaked at $46.9M in Q1 2025. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Wealthspire Advisors (New York) held 227,724 shares of Vanguard Real Estate ETF worth $20.2M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 10,796 Vanguard Real Estate ETF shares in Q1 2026, an estimated $990K.
  • Vanguard Real Estate ETF made up 0.16% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #75 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s Vanguard Real Estate ETF position peaked at $46.9M in Q1 2025.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.