AC
VNQ icon

Apella Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Apella Capital’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 		$4.03M Buy
40,918
+1,033
+3% +$98.7K 0.06% 185
2026
Q1 		$3.86M Buy
39,885
+1,754
+5% +$161K 0.06% 185
2025
Q4 		$3.37M Buy
38,131
+25,110
+193% +$2.26M 0.07% 161
2025
Q3 		$1.18M Buy
13,021
+2,257
+21% +$205K 0.03% 232
2025
Q2 		$961K Buy
10,764
+3,415
+46% +$301K 0.03% 223
2025
Q1 		$621K Sell
7,349
-450
-6% -$40.8K 0.02% 237
2024
Q4 		$695K Sell
7,799
-475
-6% -$44.9K 0.03% 198
2024
Q3 		$798K Sell
8,274
-313
-4% -$28.8K 0.03% 174
2024
Q2 		$719K Sell
8,587
-8,105
-49% -$669K 0.03% 177
2024
Q1 		$1.43M Buy
16,692
+591
+4% +$50.5K 0.07% 115
2023
Q4 		$1.4M Buy
16,101
+2,567
+19% +$203K 0.08% 112
2023
Q3 		$1.02M Sell
13,534
-820
-6% -$67.6K 0.07% 116
2023
Q2 		$1.2M Buy
+14,354
New +$1.18M 0.09% 105
2022
Q4 		$678K Buy
8,225
+1,314
+19% +$109K 0.06% 134
2022
Q3 		$554K Sell
6,911
-268
-4% -$25.1K 0.06% 123
2022
Q2 		$654K Sell
7,179
-626
-8% -$62.4K 0.08% 118
2022
Q1 		$846K Sell
7,805
-4,039
-34% -$427K 0.12% 100
2021
Q4 		$1.37M Sell
11,844
-8,626
-42% -$942K 0.18% 75
2021
Q3 		$2.08M Buy
20,470
+6,475
+46% +$687K 0.3% 67
2021
Q2 		$1.43M Buy
+13,995
New +$1.39M 0.23% 75

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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

Apella Capital's VNQ Position: Q2 2026 in Review

Apella Capital increased its Vanguard Real Estate ETF (VNQ) stake by 2.6% in Q2 2026, buying an estimated $98.7K and bringing the position to 40,918 shares worth $4.03M. The position accounts for 0.06% of the portfolio, ranked #185.

Apella Capital first reported a position in VNQ in Q2 2021 and has held it in 20 quarters since. 453 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Apella Capital held 40,918 shares of Vanguard Real Estate ETF worth $4.03M as of Q2 2026.
  • Apella Capital bought 1,033 Vanguard Real Estate ETF shares in Q2 2026, an estimated $98.7K.
  • Vanguard Real Estate ETF made up 0.06% of Apella Capital's portfolio in Q2 2026, its #185 holding.
  • Apella Capital first reported a position in Vanguard Real Estate ETF in Q2 2021 and has held it in 20 quarters since.
  • 453 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.