Whelan Financial
VNQ icon

Whelan Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Whelan Financial’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
Q3 		$22.9M Buy
255,536
+9,792
+4% +$948K 5.94% 4
2026
Q2 		$23.7M Sell
245,744
-18,742
-7% -$1.79M 6.45% 4
2026
Q1 		$23.5M Buy
264,486
+4,972
+2% +$456K 7.28% 4
2025
Q4 		$23M Buy
259,514
+364
+0.1% +$32.7K 7.17% 4
2025
Q3 		$23.7M Buy
259,150
+4,453
+2% +$404K 7.51% 4
2025
Q2 		$22.7M Buy
254,697
+2,131
+0.8% +$188K 8.2% 4
2025
Q1 		$22.9M Sell
252,566
-423
-0.2% -$38.4K 8.89% 4
2024
Q4 		$22.5M Buy
252,989
+1,749
+0.7% +$165K 8.86% 4
2024
Q3 		$24.5M Buy
251,240
+537
+0.2% +$49.4K 10.08% 4
2024
Q2 		$21M Buy
250,703
+10,884
+5% +$899K 9.38% 4
2024
Q1 		$20.7M Sell
239,819
-1,427
-0.6% -$122K 9.47% 4
2023
Q4 		$21.3M Buy
241,246
+9,899
+4% +$785K 9.95% 4
2023
Q3 		$17.5M Buy
231,347
+12,400
+6% +$1.02M 9.23% 4
2023
Q2 		$18.3M Buy
218,947
+8,424
+4% +$690K 9.56% 4
2023
Q1 		$17.5M Buy
210,523
+20,927
+11% +$1.8M 9.7% 4
2022
Q4 		$15.6M Buy
189,596
+6,939
+4% +$575K 9.44% 5
2022
Q3 		$14.6M Buy
182,657
+10,802
+6% +$1.01M 10.07% 5
2022
Q2 		$15.7M Sell
171,855
-5,844
-3% -$583K 10.59% 5
2022
Q1 		$19.3M Buy
177,699
+11,836
+7% +$1.25M 11.86% 4
2021
Q4 		$19.2M Buy
165,863
+97,862
+144% +$10.7M 11.94% 4
2021
Q3 		$6.92M Buy
+68,001
New +$7.21M 6.33% 7

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Seven Post Investment Office
Seven Post Investment Office San Francisco, California $328M AUM 7.15% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Whelan Financial's VNQ Position: Q3 2026 in Review

Whelan Financial increased its Vanguard Real Estate ETF (VNQ) stake by 4% in Q3 2026, buying an estimated $948K and bringing the position to 255,536 shares worth $22.9M. The position accounts for 5.94% of the portfolio, ranked #4.

Whelan Financial first reported a position in VNQ in Q3 2021 and has held it in 21 quarters since. The position peaked at $24.5M in Q3 2024. 828 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Whelan Financial held 255,536 shares of Vanguard Real Estate ETF worth $22.9M as of Q3 2026.
  • Whelan Financial bought 9,792 Vanguard Real Estate ETF shares in Q3 2026, an estimated $948K.
  • Vanguard Real Estate ETF made up 5.94% of Whelan Financial's portfolio in Q3 2026, its #4 holding.
  • Whelan Financial first reported a position in Vanguard Real Estate ETF in Q3 2021 and has held it in 21 quarters since.
  • Whelan Financial's Vanguard Real Estate ETF position peaked at $24.5M in Q3 2024.
  • 828 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.