AWM
VNQ icon

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

Act 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 		$16.2M Buy
167,524
+47,325
+39% +$4.52M 4.75% 8
2026
Q1 		$10.7M Buy
120,199
+19,960
+20% +$1.83M 3.58% 10
2025
Q4 		$8.87M Buy
+100,239
New +$9.01M 2.9% 9

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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

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

Act Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 39% in Q2 2026, buying an estimated $4.52M and bringing the position to 167,524 shares worth $16.2M. The position accounts for 4.75% of the portfolio, ranked #8.

Act Wealth Management first reported a position in VNQ in Q4 2025 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Act Wealth Management held 167,524 shares of Vanguard Real Estate ETF worth $16.2M as of Q2 2026.
  • Act Wealth Management bought 47,325 Vanguard Real Estate ETF shares in Q2 2026, an estimated $4.52M.
  • Vanguard Real Estate ETF made up 4.75% of Act Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Act Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.