Westfuller Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Westfuller Advisors’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	$850K	Buy	9,582 +779	+9%	+$71.4K	0.37%	62
2025 Q4	$779K	Sell	8,803 -2,071	-19%	-$186K	0.32%	63
2025 Q3	$994K	Buy	10,874 +2,502	+30%	+$227K	0.45%	55
2025 Q2	$746K	Sell	8,372 -941	-10%	-$83K	0.43%	51
2025 Q1	$843K	Buy	9,313 +798	+9%	+$72.4K	0.56%	43
2024 Q4	$759K	Buy	8,515 +1,433	+20%	+$135K	0.48%	47
2024 Q3	$696K	Buy	+7,082	New	+$652K	0.5%	47
2024 Q1	$823K	Buy	+9,517	New	+$813K	0.99%	33

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Westfuller Advisors's VNQ Position: Q1 2026 in Review

Westfuller Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 8.8% in Q1 2026, buying an estimated $71.4K and bringing the position to 9,582 shares worth $850K. The position accounts for 0.37% of the portfolio, ranked #62.

Westfuller Advisors first reported a position in VNQ in Q1 2024 and has held it in 8 quarters since. The position peaked at $994K in Q3 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Westfuller Advisors held 9,582 shares of Vanguard Real Estate ETF worth $850K as of Q1 2026.
Westfuller Advisors bought 779 Vanguard Real Estate ETF shares in Q1 2026, an estimated $71.4K.
Vanguard Real Estate ETF made up 0.37% of Westfuller Advisors's portfolio in Q1 2026, its #62 holding.
Westfuller Advisors first reported a position in Vanguard Real Estate ETF in Q1 2024 and has held it in 8 quarters since.
Westfuller Advisors's Vanguard Real Estate ETF position peaked at $994K in Q3 2025.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.