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

AE 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 		$4.91M Buy
50,870
+32,205
+173% +$3.08M 0.02% 443
2026
Q1 		$1.66M Sell
18,665
-4,896
-21% -$449K 0.01% 703
2025
Q4 		$2.08M Buy
23,561
+311
+1% +$27.9K 0.01% 590
2025
Q3 		$2.13M Buy
23,250
+1,829
+9% +$166K 0.01% 551
2025
Q2 		$1.91M Sell
21,421
-1,026
-5% -$90.5K 0.01% 547
2025
Q1 		$2.03M Buy
22,447
+438
+2% +$39.8K 0.02% 525
2024
Q4 		$1.96M Sell
22,009
-9,505
-30% -$898K 0.02% 527
2024
Q3 		$3.07M Sell
31,514
-1,040
-3% -$95.8K 0.03% 431
2024
Q2 		$2.73M Sell
32,554
-9,639
-23% -$796K 0.03% 451
2024
Q1 		$3.65M Sell
42,193
-135,380
-76% -$11.6M 0.04% 363
2023
Q4 		$15.1M Sell
177,573
-18,427
-9% -$1.46M 0.08% 295
2023
Q3 		$14.8M Buy
196,000
+25,618
+15% +$2.11M 0.09% 269
2023
Q2 		$14.2M Sell
170,382
-409
-0.2% -$33.5K 0.09% 280
2023
Q1 		$14.2M Sell
170,791
-5,243
-3% -$450K 0.09% 268
2022
Q4 		$14.5M Sell
176,034
-20,356
-10% -$1.69M 0.11% 229
2022
Q3 		$15.7M Sell
196,390
-139,144
-41% -$13M 0.12% 172
2022
Q2 		$30.6M Sell
335,534
-79,036
-19% -$7.88M 0.24% 90
2022
Q1 		$44.9M Sell
414,570
-7,627
-2% -$807K 0.31% 66
2021
Q4 		$49M Buy
422,197
+115,978
+38% +$12.7M 0.34% 57
2021
Q3 		$31.2M Sell
306,219
-48,082
-14% -$5.1M 0.26% 86
2021
Q2 		$36.1M Sell
354,301
-15,088
-4% -$1.5M 0.32% 71
2021
Q1 		$33.9M Sell
369,389
-152,053
-29% -$13.4M 0.34% 63
2020
Q4 		$44.3M Buy
521,442
+177,092
+51% +$14.7M 0.5% 37
2020
Q3 		$27.2M Buy
344,350
+11,132
+3% +$894K 0.39% 52
2020
Q2 		$26.2M Buy
333,218
+168,874
+103% +$12.8M 0.4% 48
2020
Q1 		$11.5M Buy
164,344
+36,955
+29% +$3.25M 0.26% 76
2019
Q4 		$11.8M Buy
127,389
+97,368
+324% +$9.02M 0.26% 81
2019
Q3 		$2.8M Sell
30,021
-58,868
-66% -$5.34M 0.08% 213
2019
Q2 		$7.77M Buy
88,889
+56,955
+178% +$4.99M 0.23% 83
2019
Q1 		$2.77M Buy
31,934
+22,711
+246% +$1.88M 0.19% 105
2018
Q4 		$688K Sell
9,223
-47,982
-84% -$3.78M 0.12% 197
2018
Q3 		$4.62M Buy
57,205
+2,203
+4% +$181K 0.25% 73
2018
Q2 		$4.48M Buy
55,002
+15,635
+40% +$1.21M 0.3% 56
2018
Q1 		$2.97M Buy
39,367
+5,036
+15% +$385K 0.23% 69
2017
Q4 		$2.85M Buy
34,331
+15,919
+86% +$1.33M 0.25% 70
2017
Q3 		$1.53M Sell
18,412
-1,300
-7% -$109K 0.14% 103
2017
Q2 		$1.64M Buy
19,712
+1,841
+10% +$154K 0.2% 91
2017
Q1 		$1.48M Buy
+17,871
New +$1.48M 0.27% 70

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

AE Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 173% in Q2 2026, buying an estimated $3.08M and bringing the position to 50,870 shares worth $4.91M. The position accounts for 0.02% of the portfolio, ranked #443.

AE Wealth Management first reported a position in VNQ in Q1 2017 and has held it in 38 quarters since. The position peaked at $49M in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • AE Wealth Management held 50,870 shares of Vanguard Real Estate ETF worth $4.91M as of Q2 2026.
  • AE Wealth Management bought 32,205 Vanguard Real Estate ETF shares in Q2 2026, an estimated $3.08M.
  • Vanguard Real Estate ETF made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #443 holding.
  • AE Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2017 and has held it in 38 quarters since.
  • AE Wealth Management's Vanguard Real Estate ETF position peaked at $49M in Q4 2021.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.