Act Wealth Management
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
Q3 		$15.5M Buy
172,843
+5,319
+3% +$515K 4.56% 9
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

Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Act Wealth Management's VNQ Position: Q3 2026 in Review

Act Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 3.2% in Q3 2026, buying an estimated $515K and bringing the position to 172,843 shares worth $15.5M. The position accounts for 4.56% of the portfolio, ranked #9.

Act Wealth Management first reported a position in VNQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.2M in Q2 2026. 571 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Act Wealth Management held 172,843 shares of Vanguard Real Estate ETF worth $15.5M as of Q3 2026.
  • Act Wealth Management bought 5,319 Vanguard Real Estate ETF shares in Q3 2026, an estimated $515K.
  • Vanguard Real Estate ETF made up 4.56% of Act Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Act Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 4 quarters since.
  • Act Wealth Management's Vanguard Real Estate ETF position peaked at $16.2M in Q2 2026.
  • 571 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.