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YHB Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

YHB Investment Advisors’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 		$640K Buy
6,636
+50
+0.8% +$4.78K 0.04% 202
2026
Q1 		$584K Sell
6,586
-30
-0.5% -$2.75K 0.04% 201
2025
Q4 		$585K Buy
6,616
+9
+0.1% +$809 0.04% 203
2025
Q3 		$604K Sell
6,607
-100
-1% -$9.07K 0.04% 196
2025
Q2 		$597K Sell
6,707
-1,024
-13% -$90.3K 0.05% 201
2025
Q1 		$700K Sell
7,731
-109
-1% -$9.89K 0.06% 179
2024
Q4 		$698K Buy
7,840
+101
+1% +$9.54K 0.06% 174
2024
Q3 		$754K Buy
7,739
+79
+1% +$7.27K 0.06% 168
2024
Q2 		$642K Buy
7,660
+20
+0.3% +$1.65K 0.06% 178
2024
Q1 		$661K Buy
7,640
+47
+0.6% +$4.02K 0.06% 174
2023
Q4 		$671K Buy
7,593
+117
+2% +$9.27K 0.07% 163
2023
Q3 		$566K Sell
7,476
-42
-0.6% -$3.46K 0.05% 179
2023
Q2 		$628K Sell
7,518
-100
-1% -$8.19K 0.06% 174
2023
Q1 		$633K Buy
7,618
+7
+0.1% +$601 0.06% 172
2022
Q4 		$628K Buy
7,611
+209
+3% +$17.3K 0.07% 167
2022
Q3 		$593K Buy
7,402
+5,049
+215% +$472K 0.07% 176
2022
Q2 		$214K Sell
2,353
-64
-3% -$6.38K 0.02% 266
2022
Q1 		$262K Buy
2,417
+30
+1% +$3.17K 0.02% 253
2021
Q4 		$277K Buy
+2,387
New +$261K 0.02% 273
2019
Q2 		– Sell
-23,733
Closed -$2.06M – 200
2019
Q1 		$2.06M Sell
23,733
-300
-1% -$24.8K 0.32% 85
2018
Q4 		$1.79M Sell
24,033
-3,965
-14% -$312K 0.32% 84
2018
Q3 		$2.26M Sell
27,998
-926
-3% -$76.3K 0.34% 83
2018
Q2 		$2.36M Buy
28,924
+1,206
+4% +$93.4K 0.39% 77
2018
Q1 		$2.09M Sell
27,718
-422
-1% -$32.3K 0.35% 85
2017
Q4 		$2.33M Buy
28,140
+665
+2% +$55.7K 0.4% 78
2017
Q3 		$2.28M Buy
27,475
+138
+0.5% +$11.5K 0.41% 77
2017
Q2 		$2.27M Buy
27,337
+689
+3% +$57.5K 0.39% 72
2017
Q1 		$2.21M Buy
26,648
+644
+2% +$53.4K 0.42% 70
2016
Q4 		$2.15M Buy
26,004
+5,234
+25% +$426K 0.45% 72
2016
Q3 		$1.8M Buy
+20,770
New +$1.85M 0.44% 68
2013
Q3 		– Sell
-15,490
Closed -$1.06M – 145
2013
Q2 		$1.06M Buy
+15,490
New +$1.13M 0.33% 87

Other funds holding VNQ

BP
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
Wealth Enhancement Advisory Services
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

YHB Investment Advisors's VNQ Position: Q2 2026 in Review

YHB Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.76% in Q2 2026, buying an estimated $4.78K and bringing the position to 6,636 shares worth $640K. The position accounts for 0.04% of the portfolio, ranked #202.

YHB Investment Advisors first reported a position in VNQ in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.36M in Q2 2018. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • YHB Investment Advisors held 6,636 shares of Vanguard Real Estate ETF worth $640K as of Q2 2026.
  • YHB Investment Advisors bought 50 Vanguard Real Estate ETF shares in Q2 2026, an estimated $4.78K.
  • Vanguard Real Estate ETF made up 0.04% of YHB Investment Advisors's portfolio in Q2 2026, its #202 holding.
  • YHB Investment Advisors first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 31 quarters since.
  • YHB Investment Advisors's Vanguard Real Estate ETF position peaked at $2.36M in Q2 2018.
  • 635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.