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BOLTON SECURITIES CORPORATION’s Vanguard Real Estate ETF VNQ Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$115K Sell
1,287
-13
-1% -$1.26K ﹤0.01% 1082
2026
Q2 		$125K Sell
1,300
-178
-12% -$17K ﹤0.01% 1047
2026
Q1 		$131K Buy
+1,478
New +$136K 0.01% 942
2025
Q3 		$100K Buy
+1,098
New +$100K ﹤0.01% 966
2025
Q1 		$139K Buy
+1,539
New +$140K 0.01% 774

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VNQ Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Vanguard Real Estate ETF (VNQ) stake by 1% in Q3 2026, selling an estimated $1.26K and leaving 1,287 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

BOLTON SECURITIES CORPORATION first reported a position in VNQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $139K in Q1 2025. 1,358 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,287 shares of Vanguard Real Estate ETF worth $115K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 13 Vanguard Real Estate ETF shares in Q3 2026, an estimated $1.26K.
  • Vanguard Real Estate ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1082 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Real Estate ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Vanguard Real Estate ETF position peaked at $139K in Q1 2025.
  • 1,358 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.