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Morningstar

Vanguard Real Estate ETF VNQ

Morningstar Analyst Rating
Analyst rating as of | See Vanguard Investment Hub

Morningstar’s Analysis VNQ

Will VNQ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VNQ’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the VNQ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of VNQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

One of the best U.S. real estate options available.

Analyst

Summary

| by Ryan Jackson

Vanguard Real Estate Index is one of the best U.S. real estate funds available. It charges very little for a broad portfolio that accurately depicts the U.S. real estate market, diversifies well, and embodies the market’s collective expertise with market-cap weighting. The strategy’s efficacy affirms Morningstar Analyst Ratings of Gold for the admiral, institutional, and exchange-traded share classes and warrant an upgrade for the pricier investor share class to Gold from Silver.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VNQ

More VNQ Holdings
  • Current Portfolio Date Feb 28, 2023
  • Equity Holdings 166
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 47.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Real Estate II Index

12.20
7,975,161,105
—

Prologis Inc

7.75
5,061,984,119
Real Estate

American Tower Corp

6.27
4,097,030,256
Real Estate

Equinix Inc

4.33
2,830,632,887
Real Estate

Crown Castle Inc

3.85
2,516,178,366
Real Estate

Public Storage

3.21
2,100,037,951
Real Estate

Realty Income Corp

2.73
1,782,400,970
Real Estate

Simon Property Group Inc

2.64
1,724,987,023
Real Estate

Welltower Inc

2.30
1,500,504,477
Real Estate

Digital Realty Trust Inc

1.94
1,266,629,747
Real Estate