AWM
VNQ icon

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

Activest 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 		$144K Buy
1,494
+1,334
+834% +$127K 0.03% 141
2026
Q1 		$14.2K Buy
160
+154
+2,567% +$14.1K ﹤0.01% 607
2025
Q4 		$531 Sell
6
-1
-14% -$90 ﹤0.01% 996
2025
Q3 		$651 Hold
7
– – ﹤0.01% 936
2025
Q2 		$633 Hold
7
– – ﹤0.01% 831
2025
Q1 		$642 Hold
7
– – ﹤0.01% 827
2024
Q4 		$631 Hold
7
– – ﹤0.01% 505
2024
Q3 		$688 Hold
7
– – ﹤0.01% 474
2024
Q2 		$591 Sell
7
-4,546
-100% -$375K ﹤0.01% 452
2024
Q1 		$394K Buy
+4,553
New +$389K 0.19% 42
2023
Q2 		– Sell
-1
Closed -$82 – 416
2023
Q1 		$82 Buy
+1
New +$86 ﹤0.01% 312

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Activest Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 834% in Q2 2026, buying an estimated $127K and bringing the position to 1,494 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #141.

Activest Wealth Management first reported a position in VNQ in Q1 2023 and has held it in 11 quarters since. The position peaked at $394K in Q1 2024. 848 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Activest Wealth Management held 1,494 shares of Vanguard Real Estate ETF worth $144K as of Q2 2026.
  • Activest Wealth Management bought 1,334 Vanguard Real Estate ETF shares in Q2 2026, an estimated $127K.
  • Vanguard Real Estate ETF made up 0.03% of Activest Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Activest Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 11 quarters since.
  • Activest Wealth Management's Vanguard Real Estate ETF position peaked at $394K in Q1 2024.
  • 848 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.