STACKSTONE WEALTH, LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

STACKSTONE WEALTH, LLC’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	$262K	Buy	+2,918	New	+$283K	0.03%	297

Other funds holding VNQ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

PSU

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

CFP

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

STACKSTONE WEALTH, LLC's VNQ Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Vanguard Real Estate ETF (VNQ) in Q3 2026: 2,918 shares worth $262K. The stake represents 0.03% of the portfolio and ranks #297 among its holdings.

396 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

STACKSTONE WEALTH, LLC held 2,918 shares of Vanguard Real Estate ETF worth $262K as of Q3 2026.
Vanguard Real Estate ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Vanguard Real Estate ETF made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #297 holding.
396 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.