William Howard & Co Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

William Howard & Co 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	$1.55M	Sell	16,038 -16	-0.1%	-$1.53K	1.2%	16
2026 Q1	$1.42M	Buy	16,054 +1,000	+7%	+$91.7K	1.23%	17
2025 Q4	$1.33M	Buy	15,054 +58	+0.4%	+$5.21K	1.12%	17
2025 Q3	$1.37M	Sell	14,996 -90	-0.6%	-$8.16K	1.17%	17
2025 Q2	$1.34M	Buy	15,086 +523	+4%	+$46.1K	1.17%	17
2025 Q1	$1.32M	Buy	14,563 +106	+0.7%	+$9.62K	1.24%	16
2024 Q4	$1.29M	Buy	14,457 +392	+3%	+$37K	1.16%	16
2024 Q3	$1.37M	Buy	14,065 +1,418	+11%	+$131K	1.17%	16
2024 Q2	$1.06M	Buy	12,647 +65	+0.5%	+$5.37K	0.98%	17
2024 Q1	$1.09M	Buy	+12,582	New	+$1.07M	1.02%	17

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

William Howard & Co Financial Advisors's VNQ Position: Q2 2026 in Review

William Howard & Co Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 0.1% in Q2 2026, selling an estimated $1.53K and leaving 16,038 shares worth $1.55M. The position accounts for 1.2% of the portfolio, ranked #16.

William Howard & Co Financial Advisors first reported a position in VNQ in Q1 2024 and has held it in 10 quarters since. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

William Howard & Co Financial Advisors held 16,038 shares of Vanguard Real Estate ETF worth $1.55M as of Q2 2026.
William Howard & Co Financial Advisors sold 16 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.53K.
Vanguard Real Estate ETF made up 1.2% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #16 holding.
William Howard & Co Financial Advisors first reported a position in Vanguard Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.