AEPWM
VNQ icon

Atlantic Edge Private Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Atlantic Edge Private 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 		$234K Hold
2,428
– – 0.05% 129
2026
Q1 		$215K Hold
2,428
– – 0.05% 127
2025
Q4 		$215K Sell
2,428
-100
-4% -$8.99K 0.05% 128
2025
Q3 		$231K Hold
2,528
– – 0.06% 126
2025
Q2 		$225K Sell
2,528
-86
-3% -$7.58K 0.06% 125
2025
Q1 		$237K Hold
2,614
– – 0.07% 118
2024
Q4 		$233K Hold
2,614
– – 0.07% 122
2024
Q3 		$255K Buy
2,614
+85
+3% +$7.83K 0.08% 120
2024
Q2 		$212K Sell
2,529
-94
-4% -$7.76K 0.07% 119
2024
Q1 		$227K Buy
2,623
+5
+0.2% +$427 0.08% 121
2023
Q4 		$231K Buy
+2,618
New +$207K 0.09% 116

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Atlantic Edge Private Wealth Management's VNQ Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 2,428 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #129.

Atlantic Edge Private Wealth Management first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $255K in Q3 2024. 793 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 2,428 shares of Vanguard Real Estate ETF worth $234K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.05% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Vanguard Real Estate ETF position peaked at $255K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.