XF
VNQ icon

XML Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

XML Financial’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 		$333K Buy
3,449
+1
+0% +$96 0.02% 349
2026
Q1 		$306K Sell
3,448
-559
-14% -$51.3K 0.02% 339
2025
Q4 		$355K Buy
4,007
+214
+6% +$19.2K 0.03% 313
2025
Q3 		$347K Sell
3,793
-400
-10% -$36.3K 0.03% 293
2025
Q2 		$373K Sell
4,193
-50
-1% -$4.41K 0.03% 279
2025
Q1 		$384K Sell
4,243
-199
-4% -$18.1K 0.04% 258
2024
Q4 		$396K Hold
4,442
– – 0.04% 258
2024
Q3 		$433K Buy
4,442
+431
+11% +$39.7K 0.04% 248
2024
Q2 		$336K Sell
4,011
-198
-5% -$16.4K 0.03% 262
2024
Q1 		$364K Sell
4,209
-9,927
-70% -$848K 0.04% 254
2023
Q4 		$1.25M Buy
14,136
+6,893
+95% +$546K 0.13% 139
2023
Q3 		$548K Sell
7,243
-554
-7% -$45.7K 0.07% 198
2023
Q2 		$652K Sell
7,797
-8,690
-53% -$712K 0.08% 188
2023
Q1 		$1.37M Sell
16,487
-7,941
-33% -$682K 0.17% 127
2022
Q4 		$2.01M Buy
24,428
+8,199
+51% +$680K 0.25% 104
2022
Q3 		$1.3M Buy
+16,229
New +$1.52M 0.18% 117
2022
Q2 		– Sell
-16,130
Closed -$1.75M – 334
2022
Q1 		$1.75M Sell
16,130
-5,998
-27% -$635K 0.21% 110
2021
Q4 		$2.57M Sell
22,128
-262
-1% -$28.6K 0.31% 91
2021
Q3 		$2.28M Buy
+22,390
New +$2.37M 0.3% 89

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

XML Financial's VNQ Position: Q2 2026 in Review

XML Financial increased its Vanguard Real Estate ETF (VNQ) stake by 0.03% in Q2 2026, buying an estimated $96 and bringing the position to 3,449 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #349.

XML Financial first reported a position in VNQ in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.57M in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • XML Financial held 3,449 shares of Vanguard Real Estate ETF worth $333K as of Q2 2026.
  • XML Financial bought 1 Vanguard Real Estate ETF share in Q2 2026, an estimated $96.
  • Vanguard Real Estate ETF made up 0.02% of XML Financial's portfolio in Q2 2026, its #349 holding.
  • XML Financial first reported a position in Vanguard Real Estate ETF in Q3 2021 and has held it in 19 quarters since.
  • XML Financial's Vanguard Real Estate ETF position peaked at $2.57M in Q4 2021.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.