Wilson & Boucher Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Wilson & Boucher Capital Management’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	$355K	Hold	4,000	–	–	0.24%	84
2025 Q4	$354K	Sell	4,000 -300	-7%	-$27K	0.23%	83
2025 Q3	$393K	Hold	4,300	–	–	0.26%	82
2025 Q2	$383K	Hold	4,300	–	–	0.27%	84
2025 Q1	$389K	Sell	4,300 -400	-9%	-$36.3K	0.29%	82
2024 Q4	$419K	Sell	4,700 -100	-2%	-$9.45K	0.3%	82
2024 Q3	$468K	Hold	4,800	–	–	0.32%	80
2024 Q2	$402K	Hold	4,800	–	–	0.31%	80
2024 Q1	$415K	Hold	4,800	–	–	0.33%	79
2023 Q4	$424K	Hold	4,800	–	–	0.36%	75
2023 Q3	$363K	Sell	4,800 -100	-2%	-$8.24K	0.35%	75
2023 Q2	$409K	Hold	4,900	–	–	0.37%	69
2023 Q1	$407K	Sell	4,900 -100	-2%	-$8.59K	0.39%	69
2022 Q4	$412K	Sell	5,000 -300	-6%	-$24.9K	0.42%	64
2022 Q3	$425K	Sell	5,300 -100	-2%	-$9.35K	0.49%	59
2022 Q2	$492K	Hold	5,400	–	–	0.54%	58
2022 Q1	$585K	Hold	5,400	–	–	0.53%	58
2021 Q4	$626K	Buy	+5,400	New	+$590K	0.56%	56

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 $29.3B AUM 38.15% 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

Wilson & Boucher Capital Management's VNQ Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 4,000 shares worth $355K. The position accounts for 0.24% of the portfolio, ranked #84.

Wilson & Boucher Capital Management first reported a position in VNQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $626K in Q4 2021. 1,776 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Wilson & Boucher Capital Management held 4,000 shares of Vanguard Real Estate ETF worth $355K as of Q1 2026.
Wilson & Boucher Capital Management left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
Vanguard Real Estate ETF made up 0.24% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #84 holding.
Wilson & Boucher Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's Vanguard Real Estate ETF position peaked at $626K in Q4 2021.
1,776 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.