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Willis Johnson & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Willis Johnson & Associates’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 		$1.11M Sell
12,465
-1,776
-12% -$163K 0.06% 69
2025
Q4 		$1.26M Buy
14,241
+337
+2% +$30.3K 0.08% 62
2025
Q3 		$1.27M Sell
13,904
-1,380
-9% -$125K 0.08% 65
2025
Q2 		$1.36M Buy
15,284
+92
+0.6% +$8.11K 0.09% 62
2025
Q1 		$1.38M Buy
15,192
+236
+2% +$21.4K 0.1% 59
2024
Q4 		$1.33M Sell
14,956
-272
-2% -$25.7K 0.1% 57
2024
Q3 		$1.48M Sell
15,228
-820
-5% -$75.5K 0.11% 59
2024
Q2 		$1.34M Buy
16,048
+434
+3% +$35.8K 0.11% 56
2024
Q1 		$1.35M Buy
15,614
+710
+5% +$60.7K 0.12% 54
2023
Q4 		$1.32M Buy
14,904
+156
+1% +$12.4K 0.12% 57
2023
Q3 		$1.12M Sell
14,748
-969
-6% -$79.9K 0.11% 63
2023
Q2 		$1.31M Buy
15,717
+1,343
+9% +$110K 0.14% 58
2023
Q1 		$1.19M Buy
14,374
+2,190
+18% +$188K 0.14% 56
2022
Q4 		$1M Buy
12,184
+35
+0.3% +$2.9K 0.13% 57
2022
Q3 		$974K Buy
12,149
+1,343
+12% +$126K 0.14% 58
2022
Q2 		$985K Buy
10,806
+4,481
+71% +$447K 0.14% 52
2022
Q1 		$685K Sell
6,325
-77
-1% -$8.15K 0.09% 60
2021
Q4 		$743K Buy
6,402
+15
+0.2% +$1.64K 0.1% 53
2021
Q3 		$650K Sell
6,387
-326
-5% -$34.6K 0.09% 53
2021
Q2 		$683K Buy
+6,713
New +$666K 0.1% 50

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Willis Johnson & Associates's VNQ Position: Q1 2026 in Review

Willis Johnson & Associates reduced its Vanguard Real Estate ETF (VNQ) stake by 12% in Q1 2026, selling an estimated $163K and leaving 12,465 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #69.

Willis Johnson & Associates first reported a position in VNQ in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.48M in Q3 2024. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Willis Johnson & Associates held 12,465 shares of Vanguard Real Estate ETF worth $1.11M as of Q1 2026.
  • Willis Johnson & Associates sold 1,776 Vanguard Real Estate ETF shares in Q1 2026, an estimated $163K.
  • Vanguard Real Estate ETF made up 0.06% of Willis Johnson & Associates's portfolio in Q1 2026, its #69 holding.
  • Willis Johnson & Associates first reported a position in Vanguard Real Estate ETF in Q2 2021 and has held it in 20 quarters since.
  • Willis Johnson & Associates's Vanguard Real Estate ETF position peaked at $1.48M in Q3 2024.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.