2WWM
VNQ icon

21 West Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

21 West Wealth Management’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 		$320K Buy
3,322
+42
+1% +$4.01K 0.27% 56
2026
Q1 		$291K Buy
3,280
+221
+7% +$20.3K 0.27% 54
2025
Q4 		$271K Buy
3,059
+110
+4% +$9.88K 0.25% 55
2025
Q3 		$270K Buy
2,949
+13
+0.4% +$1.18K 0.26% 56
2025
Q2 		$261K Buy
+2,936
New +$259K 0.26% 54

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
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
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

21 West Wealth Management's VNQ Position: Q2 2026 in Review

21 West Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 1.3% in Q2 2026, buying an estimated $4.01K and bringing the position to 3,322 shares worth $320K. The position accounts for 0.27% of the portfolio, ranked #56.

21 West Wealth Management first reported a position in VNQ in Q2 2025 and has held it in 5 quarters since. 452 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • 21 West Wealth Management held 3,322 shares of Vanguard Real Estate ETF worth $320K as of Q2 2026.
  • 21 West Wealth Management bought 42 Vanguard Real Estate ETF shares in Q2 2026, an estimated $4.01K.
  • Vanguard Real Estate ETF made up 0.27% of 21 West Wealth Management's portfolio in Q2 2026, its #56 holding.
  • 21 West Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • 452 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.