AWA
VNQ icon

Aletheian Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Aletheian Wealth Advisors’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 		$6.95M Buy
72,104
+7,341
+11% +$702K 2.97% 8
2026
Q1 		$5.74M Buy
+64,763
New +$5.94M 2.8% 9
2025
Q3 		$6.11M Buy
66,807
+2,558
+4% +$232K 2.84% 8
2025
Q2 		$5.72M Buy
64,249
+4,863
+8% +$429K 2.81% 8
2025
Q1 		$5.38M Buy
59,386
+3,503
+6% +$318K 3.02% 8
2024
Q4 		$4.98M Buy
55,883
+1,369
+3% +$129K 2.94% 8
2024
Q3 		$5.31M Buy
54,514
+512
+0.9% +$47.1K 3.1% 8
2024
Q2 		$4.52M Buy
54,002
+6,341
+13% +$524K 2.38% 10
2024
Q1 		$4.12M Buy
47,661
+5,718
+14% +$489K 2.24% 11
2023
Q4 		$3.71M Buy
41,943
+8,854
+27% +$702K 2.45% 8
2023
Q3 		$2.5M Sell
33,089
-7,602
-19% -$627K 1.92% 11
2023
Q2 		$3.4M Buy
40,691
+2,051
+5% +$168K 2.33% 12
2023
Q1 		$3.21M Buy
38,640
+6,750
+21% +$580K 2.83% 10
2022
Q4 		$2.63M Buy
31,890
+5,678
+22% +$471K 2.27% 12
2022
Q3 		$2.1M Sell
26,212
-4,317
-14% -$404K 2.39% 13
2022
Q2 		$2.78M Buy
30,529
+322
+1% +$32.1K 2.83% 11
2022
Q1 		$3.27M Sell
30,207
-4,406
-13% -$466K 3.11% 11
2021
Q4 		$4.01M Buy
+34,613
New +$3.78M 3.94% 7

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Aletheian Wealth Advisors's VNQ Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 11% in Q2 2026, buying an estimated $702K and bringing the position to 72,104 shares worth $6.95M. The position accounts for 2.97% of the portfolio, ranked #8.

Aletheian Wealth Advisors first reported a position in VNQ in Q4 2021 and has held it in 18 quarters since. 345 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Aletheian Wealth Advisors held 72,104 shares of Vanguard Real Estate ETF worth $6.95M as of Q2 2026.
  • Aletheian Wealth Advisors bought 7,341 Vanguard Real Estate ETF shares in Q2 2026, an estimated $702K.
  • Vanguard Real Estate ETF made up 2.97% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Aletheian Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • 345 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.