PEDDOCK CAPITAL ADVISORS, LLC VNQ — Vanguard REIT Index ETF

Ownership history in PEDDOCK CAPITAL ADVISORS, LLC  ·  3 quarters on record

AI Ownership Summary

PEDDOCK CAPITAL ADVISORS, LLC reported Vanguard REIT Index ETF (VNQ) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.41% in 2026 Q1. The latest visible filing shows VNQ at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VNQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PEDDOCK CAPITAL ADVISORS, LLC's position in Vanguard REIT Index ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VNQ was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VNQ stock page PEDDOCK CAPITAL ADVISORS, LLC fund profile PEDDOCK CAPITAL ADVISORS, LLC full holdings
How PEDDOCK CAPITAL ADVISORS, LLC held VNQ — position size vs. price
% of Fund (quarterly)    VNQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 21,155 +7,357 +53.3% 0.41% $1.9M 2026-04-15 $93.47
2025 Q4 ADDED — — — 13,798 +13,428 +3629.2% 0.26% $1.2M 2026-01-21 $89.51
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VNQ

As of 2026 Q1 — sorted by position size

Pennsylvania State University 27.46% Seven Post Investment Office LP 3Y 7Y 24.36% Gibson Capital, LLC 3Y 7Y 22.91% Vanderbilt University 14.58% VISTA CAPITAL PARTNERS, INC. 3Y 7Y 12.92% Passive Capital Management, LLC. 11.49% DEFINE FINANCIAL, LLC 10.46% Fairfield University 3Y 7Y 9.59% Fort Henry Capital, LLC 3Y 8.89% Somnio Financial Group, LLC 8.23%

FAQ About PEDDOCK CAPITAL ADVISORS, LLC and VNQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has PEDDOCK CAPITAL ADVISORS, LLC reported owning VNQ?

PEDDOCK CAPITAL ADVISORS, LLC reported VNQ across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported VNQ position in PEDDOCK CAPITAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for VNQ was 0.41% in 2026 Q1.

What is the latest reported VNQ position on this page?

The most recent filing on this page is 2026 Q1, when PEDDOCK CAPITAL ADVISORS, LLC reported 21,155 shares, equal to 0.41% of portfolio, with an estimated market value of $1.9M.

What does the chart on this VNQ ownership page compare?

The chart compares PEDDOCK CAPITAL ADVISORS, LLC's quarterly VNQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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