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Welch Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Welch Group’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 		– Sell
-2,315
Closed -$205K – 332
2025
Q4 		$205K Buy
+2,315
New +$208K 0.01% 298

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

Welch Group's VNQ Position: Q1 2026 in Review

Welch Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 2,315 shares — an estimated $205K sold.

Welch Group first reported a position in VNQ in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Welch Group reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Welch Group sold 2,315 Vanguard Real Estate ETF shares in Q1 2026, an estimated $205K.
  • Welch Group first reported a position in Vanguard Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • Welch Group's Vanguard Real Estate ETF position peaked at $205K in Q4 2025.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Welch Group's 13F filing for Q1 2026, filed 21 Apr 2026.