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Aegis Wealth Management (Maryland)’s Vanguard Real Estate ETF VNQ Stock Holding History

Aegis Wealth Management (Maryland)’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 		$403K Buy
4,176
+57
+1% +$5.45K 0.19% 100
2026
Q1 		$365K Buy
4,119
+433
+12% +$39.7K 0.21% 80
2025
Q4 		$326K Buy
3,686
+1,152
+45% +$104K 0.18% 88
2025
Q3 		$232K Buy
+2,534
New +$230K 0.12% 116

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

Aegis Wealth Management (Maryland)'s VNQ Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its Vanguard Real Estate ETF (VNQ) stake by 1.4% in Q2 2026, buying an estimated $5.45K and bringing the position to 4,176 shares worth $403K. The position accounts for 0.19% of the portfolio, ranked #100.

Aegis Wealth Management (Maryland) first reported a position in VNQ in Q3 2025 and has held it in 4 quarters since. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 4,176 shares of Vanguard Real Estate ETF worth $403K as of Q2 2026.
  • Aegis Wealth Management (Maryland) bought 57 Vanguard Real Estate ETF shares in Q2 2026, an estimated $5.45K.
  • Vanguard Real Estate ETF made up 0.19% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #100 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Vanguard Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.