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Wellington Shields Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Wellington Shields Capital Management’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 		$363K Buy
+3,767
New +$360K 0.05% 204
2025
Q1 		– Sell
-2,900
Closed -$258K – 332
2024
Q4 		$258K Sell
2,900
-250
-8% -$23.6K 0.05% 208
2024
Q3 		$307K Buy
+3,150
New +$290K 0.05% 205

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

Wellington Shields Capital Management's VNQ Position: Q2 2026 in Review

Wellington Shields Capital Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 3,767 shares worth $363K. The stake represents 0.05% of the portfolio and ranks #204 among its holdings. This is a return to the name: Wellington Shields Capital Management previously reported a position in VNQ as recently as Q4 2024.

Wellington Shields Capital Management first reported a position in VNQ in Q3 2024 and has held it in 3 quarters since. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Wellington Shields Capital Management held 3,767 shares of Vanguard Real Estate ETF worth $363K as of Q2 2026.
  • Vanguard Real Estate ETF was a new Wellington Shields Capital Management position in Q2 2026.
  • Vanguard Real Estate ETF made up 0.05% of Wellington Shields Capital Management's portfolio in Q2 2026, its #204 holding.
  • Wellington Shields Capital Management first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.