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WestHill Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

WestHill Financial 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
Q2 		$7.91M Sell
82,017
-373
-0.5% -$35.6K 1.35% 15
2026
Q1 		$7.31M Buy
82,390
+4,247
+5% +$389K 1.4% 15
2025
Q4 		$6.91M Buy
78,143
+1,051
+1% +$94.5K 1.31% 15
2025
Q3 		$7.05M Buy
77,092
+4,756
+7% +$431K 1.38% 15
2025
Q2 		$6.44M Sell
72,336
-150
-0.2% -$13.2K 1.37% 15
2025
Q1 		$6.56M Buy
72,486
+5,838
+9% +$530K 1.5% 15
2024
Q4 		$5.94M Buy
66,648
+1,246
+2% +$118K 1.33% 15
2024
Q3 		$6.37M Sell
65,402
-2,213
-3% -$204K 1.43% 15
2024
Q2 		$5.66M Buy
67,615
+45
+0.1% +$3.72K 1.37% 16
2024
Q1 		$5.84M Buy
67,570
+3,611
+6% +$309K 1.44% 15
2023
Q4 		$5.65M Buy
63,959
+354
+0.6% +$28.1K 1.5% 15
2023
Q3 		$4.81M Buy
63,605
+5,491
+9% +$453K 1.4% 15
2023
Q2 		$4.86M Buy
58,114
+732
+1% +$60K 1.37% 15
2023
Q1 		$4.76M Buy
57,382
+3,713
+7% +$319K 1.43% 15
2022
Q4 		$4.43M Sell
53,669
-66
-0.1% -$5.47K 1.41% 15
2022
Q3 		$4.31M Buy
53,735
+205
+0.4% +$19.2K 1.47% 15
2022
Q2 		$4.88M Buy
53,530
+1,340
+3% +$134K 1.61% 14
2022
Q1 		$5.66M Buy
52,190
+3,552
+7% +$376K 1.63% 15
2021
Q4 		$5.64M Buy
48,638
+1,598
+3% +$175K 1.59% 17
2021
Q3 		$4.79M Buy
+47,040
New +$4.99M 1.48% 17
2021
Q1 		$4.4M Buy
47,878
+3,385
+8% +$297K 1.56% 15
2020
Q4 		$3.78M Buy
+44,493
New +$3.69M 1.49% 14

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

WestHill Financial Advisors's VNQ Position: Q2 2026 in Review

WestHill Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 0.45% in Q2 2026, selling an estimated $35.6K and leaving 82,017 shares worth $7.91M. The position accounts for 1.35% of the portfolio, ranked #15.

WestHill Financial Advisors first reported a position in VNQ in Q4 2020 and has held it in 22 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • WestHill Financial Advisors held 82,017 shares of Vanguard Real Estate ETF worth $7.91M as of Q2 2026.
  • WestHill Financial Advisors sold 373 Vanguard Real Estate ETF shares in Q2 2026, an estimated $35.6K.
  • Vanguard Real Estate ETF made up 1.35% of WestHill Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • WestHill Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.