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

Angeles 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
Q1 		$26.6K Buy
300
+77
+35% +$7.06K ﹤0.01% 492
2025
Q4 		$19.7K Sell
223
-2,981
-93% -$268K ﹤0.01% 439
2025
Q3 		$293K Sell
3,204
-36
-1% -$3.27K 0.02% 259
2025
Q2 		$289K Sell
3,240
-949
-23% -$83.7K 0.02% 265
2025
Q1 		$379K Sell
4,189
-218
-5% -$19.8K 0.03% 170
2024
Q4 		$393K Buy
4,407
+4
+0.1% +$378 0.03% 164
2024
Q3 		$429K Buy
4,403
+3
+0.1% +$276 0.04% 148
2024
Q2 		$369K Sell
4,400
-59
-1% -$4.87K 0.03% 152
2024
Q1 		$386K Buy
4,459
+1,549
+53% +$132K 0.04% 142
2023
Q4 		$257K Sell
2,910
-49
-2% -$3.88K 0.03% 169
2023
Q3 		$224K Buy
2,959
+159
+6% +$13.1K 0.03% 155
2023
Q2 		$234K Hold
2,800
– – 0.03% 164
2023
Q1 		$233K Hold
2,800
– – 0.03% 160
2022
Q4 		$231K Buy
2,800
+188
+7% +$15.6K 0.04% 156
2022
Q3 		$209K Buy
2,612
+55
+2% +$5.14K 0.04% 157
2022
Q2 		$233K Buy
2,557
+1,470
+135% +$147K 0.05% 149
2022
Q1 		$118K Buy
+1,087
New +$115K 0.02% 173

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Angeles Wealth Management's VNQ Position: Q1 2026 in Review

Angeles Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 35% in Q1 2026, buying an estimated $7.06K and bringing the position to 300 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Angeles Wealth Management first reported a position in VNQ in Q1 2022 and has held it in 17 quarters since. The position peaked at $429K in Q3 2024. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Angeles Wealth Management held 300 shares of Vanguard Real Estate ETF worth $26.6K as of Q1 2026.
  • Angeles Wealth Management bought 77 Vanguard Real Estate ETF shares in Q1 2026, an estimated $7.06K.
  • Vanguard Real Estate ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #492 holding.
  • Angeles Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's Vanguard Real Estate ETF position peaked at $429K in Q3 2024.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.