AWM
VNQ icon

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

Accurate 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 		$284K Buy
+2,917
New +$279K 0.03% 470
2023
Q2 		– Sell
-2,442
Closed -$202K – 292
2023
Q1 		$202K Buy
2,442
+1,068
+78% +$91.8K 0.07% 238
2022
Q4 		$116K Sell
1,374
-1,224
-47% -$101K 0.04% 282
2022
Q3 		$207K Buy
+2,598
New +$243K 0.09% 178

Other funds holding VNQ

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
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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

Accurate Wealth Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 2,917 shares worth $284K. The stake represents 0.03% of the portfolio and ranks #470 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in VNQ as recently as Q1 2023.

Accurate Wealth Management first reported a position in VNQ in Q3 2022 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Accurate Wealth Management held 2,917 shares of Vanguard Real Estate ETF worth $284K as of Q2 2026.
  • Vanguard Real Estate ETF was a new Accurate Wealth Management position in Q2 2026.
  • Vanguard Real Estate ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #470 holding.
  • Accurate Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2022 and has held it in 4 quarters since.
  • 315 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.