AWM
VNQ icon

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

Aprio 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 		$5.97M Sell
61,925
-1,434
-2% -$137K 0.3% 72
2026
Q1 		$5.62M Sell
63,359
-7,700
-11% -$706K 0.31% 69
2025
Q4 		$6.32M Sell
71,059
-4,470
-6% -$402K 0.36% 59
2025
Q3 		$6.9M Buy
+75,529
New +$6.85M 0.69% 30
2025
Q2 		– Sell
-4,019
Closed -$364K – 437
2025
Q1 		$364K Sell
4,019
-2,145
-35% -$195K 0.05% 234
2024
Q4 		$549K Buy
+6,164
New +$582K 0.08% 127
2024
Q2 		– Sell
-2,674
Closed -$231K – 277
2024
Q1 		$231K Buy
+2,674
New +$228K 0.05% 195
2023
Q3 		– Sell
-2,808
Closed -$235K – 198
2023
Q2 		$235K Sell
2,808
-1,240
-31% -$102K 0.06% 134
2023
Q1 		$336K Sell
4,048
-178
-4% -$15.3K 0.1% 90
2022
Q4 		$349K Buy
+4,226
New +$350K 0.12% 78
2022
Q1 		– Sell
-38,061
Closed -$4.42M – 94
2021
Q4 		$4.42M Buy
38,061
+4,335
+13% +$473K 1.85% 17
2021
Q3 		$3.43M Buy
33,726
+7
+0% +$742 1.56% 15
2021
Q2 		$3.43M Buy
+33,719
New +$3.34M 1.62% 13
2020
Q2 		– Sell
-17,316
Closed -$1.21M – 79
2020
Q1 		$1.21M Buy
17,316
+1,627
+10% +$143K 1.53% 9
2019
Q4 		$1.46M Buy
+15,689
New +$1.45M 1.07% 19

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

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

Aprio Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 2.3% in Q2 2026, selling an estimated $137K and leaving 61,925 shares worth $5.97M. The position accounts for 0.3% of the portfolio, ranked #72.

Aprio Wealth Management first reported a position in VNQ in Q4 2019 and has held it in 15 quarters since. The position peaked at $6.9M in Q3 2025. 1,804 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Aprio Wealth Management held 61,925 shares of Vanguard Real Estate ETF worth $5.97M as of Q2 2026.
  • Aprio Wealth Management sold 1,434 Vanguard Real Estate ETF shares in Q2 2026, an estimated $137K.
  • Vanguard Real Estate ETF made up 0.3% of Aprio Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Aprio Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 15 quarters since.
  • Aprio Wealth Management's Vanguard Real Estate ETF position peaked at $6.9M in Q3 2025.
  • 1,804 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.