AWM
VNQ icon

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

Abound 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 		$3.91M Sell
40,502
-317
-0.8% -$30.3K 0.78% 23
2026
Q1 		$3.62M Buy
40,819
+1,101
+3% +$101K 0.82% 22
2025
Q4 		$3.51M Sell
39,718
-880
-2% -$79.1K 0.82% 23
2025
Q3 		$3.71M Sell
40,598
-104
-0.3% -$9.43K 0.93% 22
2025
Q2 		$3.62M Sell
40,702
-3,794
-9% -$335K 1.02% 18
2025
Q1 		$4.03M Buy
44,496
+1,022
+2% +$92.8K 1.34% 14
2024
Q4 		$3.87M Buy
43,474
+1,720
+4% +$163K 1.24% 14
2024
Q3 		$4.07M Buy
41,754
+21
+0.1% +$1.93K 1.35% 14
2024
Q2 		$3.5M Sell
41,733
-1,051
-2% -$86.8K 1.29% 14
2024
Q1 		$3.7M Sell
42,784
-2,344
-5% -$200K 1.41% 13
2023
Q4 		$3.99M Buy
45,128
+18,638
+70% +$1.48M 1.6% 14
2023
Q3 		$2.01M Buy
26,490
+1,027
+4% +$84.7K 0.86% 17
2023
Q2 		$2.13M Sell
25,463
-1,255
-5% -$103K 0.89% 17
2023
Q1 		$2.22M Sell
26,718
-3,297
-11% -$283K 1% 17
2022
Q4 		$2.48M Buy
30,015
+14,773
+97% +$1.22M 1.21% 17
2022
Q3 		$1.22M Buy
15,242
+2,546
+20% +$238K 0.66% 21
2022
Q2 		$1.16M Buy
12,696
+4,685
+58% +$467K 0.64% 22
2022
Q1 		$868K Buy
8,011
+2,813
+54% +$298K 0.63% 24
2021
Q4 		$603K Buy
+5,198
New +$568K 0.47% 23

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

Abound Wealth Management's VNQ Position: Q2 2026 in Review

Abound Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 0.78% in Q2 2026, selling an estimated $30.3K and leaving 40,502 shares worth $3.91M. The position accounts for 0.78% of the portfolio, ranked #23.

Abound Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.07M in Q3 2024. 422 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Abound Wealth Management held 40,502 shares of Vanguard Real Estate ETF worth $3.91M as of Q2 2026.
  • Abound Wealth Management sold 317 Vanguard Real Estate ETF shares in Q2 2026, an estimated $30.3K.
  • Vanguard Real Estate ETF made up 0.78% of Abound Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Abound Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's Vanguard Real Estate ETF position peaked at $4.07M in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.