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

Winter & 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
Q2 		$281K Sell
2,910
-5,845
-67% -$559K 0.21% 68
2026
Q1 		$791K Sell
8,755
-1,772
-17% -$162K 0.69% 32
2025
Q4 		$932K Buy
+10,527
New +$946K 0.86% 30

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

Winter & Associates's VNQ Position: Q2 2026 in Review

Winter & Associates reduced its Vanguard Real Estate ETF (VNQ) stake by 67% in Q2 2026, selling an estimated $559K and leaving 2,910 shares worth $281K. The position accounts for 0.21% of the portfolio, ranked #68.

Winter & Associates first reported a position in VNQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $932K in Q4 2025. 1,800 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Winter & Associates held 2,910 shares of Vanguard Real Estate ETF worth $281K as of Q2 2026.
  • Winter & Associates sold 5,845 Vanguard Real Estate ETF shares in Q2 2026, an estimated $559K.
  • Vanguard Real Estate ETF made up 0.21% of Winter & Associates's portfolio in Q2 2026, its #68 holding.
  • Winter & Associates first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's Vanguard Real Estate ETF position peaked at $932K in Q4 2025.
  • 1,800 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.