Woodward Diversified Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Woodward Diversified Capital’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	$991K	Sell	10,279 -1,365	-12%	-$130K	0.44%	51
2026 Q1	$1.13M	Buy	+11,644	New	+$1.07M	0.51%	42
2025 Q2	–	Sell	-5,143	Closed	-$466K	–	180
2025 Q1	$466K	Buy	5,143 +635	+14%	+$57.6K	0.33%	76
2024 Q4	$402K	Sell	4,508 -5,930	-57%	-$560K	0.3%	77
2024 Q3	$1.02M	Sell	10,438 -901	-8%	-$83K	0.65%	45
2024 Q2	$950K	Sell	11,339 -40	-0.4%	-$3.3K	0.56%	49
2024 Q1	$984K	Sell	11,379 -1,318	-10%	-$113K	0.61%	47
2023 Q4	$1.12M	Buy	+12,697	New	+$1.01M	0.7%	37
2022 Q2	–	Sell	-8,360	Closed	-$906K	–	159
2022 Q1	$906K	Sell	8,360 -1,597	-16%	-$169K	0.59%	48
2021 Q4	$1.16M	Buy	9,957 +285	+3%	+$31.1K	0.68%	40
2021 Q3	$984K	Sell	9,672 -528	-5%	-$56K	0.62%	47
2021 Q2	$1.04M	Sell	10,200 -854	-8%	-$84.7K	0.59%	47
2021 Q1	$1.01M	Sell	11,054 -2,114	-16%	-$186K	0.6%	49
2020 Q4	$1.12M	Buy	+13,168	New	+$1.09M	0.73%	41

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SPIO

Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Woodward Diversified Capital's VNQ Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Vanguard Real Estate ETF (VNQ) stake by 12% in Q2 2026, selling an estimated $130K and leaving 10,279 shares worth $991K. The position accounts for 0.44% of the portfolio, ranked #51.

Woodward Diversified Capital first reported a position in VNQ in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.16M in Q4 2021. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Woodward Diversified Capital held 10,279 shares of Vanguard Real Estate ETF worth $991K as of Q2 2026.
Woodward Diversified Capital sold 1,365 Vanguard Real Estate ETF shares in Q2 2026, an estimated $130K.
Vanguard Real Estate ETF made up 0.44% of Woodward Diversified Capital's portfolio in Q2 2026, its #51 holding.
Woodward Diversified Capital first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 14 quarters since.
Woodward Diversified Capital's Vanguard Real Estate ETF position peaked at $1.16M in Q4 2021.
897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.