AWE
VNQ icon

Avidian Wealth Enterprises’s Vanguard Real Estate ETF VNQ Stock Holding History

Avidian Wealth Enterprises’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 		$835K Buy
8,656
+2,625
+44% +$251K 0.02% 361
2026
Q1 		$535K Buy
6,031
+2,864
+90% +$263K 0.02% 421
2025
Q4 		$280K Sell
3,167
-362
-10% -$32.5K 0.01% 486
2025
Q3 		$323K Sell
3,529
-1,259
-26% -$114K 0.01% 457
2025
Q2 		$426K Sell
4,788
-174
-4% -$15.3K 0.02% 371
2025
Q1 		$449K Buy
4,962
+173
+4% +$15.7K 0.02% 329
2024
Q4 		$427K Sell
4,789
-164
-3% -$15.5K 0.02% 325
2024
Q3 		$482K Sell
4,953
-1,760
-26% -$162K 0.02% 303
2024
Q2 		$562K Sell
6,713
-4,656
-41% -$384K 0.02% 267
2024
Q1 		$983K Sell
11,369
-3,704
-25% -$316K 0.05% 167
2023
Q4 		$1.33M Sell
15,073
-4,503
-23% -$357K 0.08% 137
2023
Q3 		$1.48M Sell
19,576
-1,261
-6% -$104K 0.1% 123
2023
Q2 		$1.74M Sell
20,837
-2,165
-9% -$177K 0.11% 120
2023
Q1 		$1.91M Buy
23,002
+14,585
+173% +$1.25M 0.1% 142
2022
Q4 		$694K Buy
8,417
+361
+4% +$29.9K 0.05% 227
2022
Q3 		$646K Buy
8,056
+45
+0.6% +$4.21K 0.05% 199
2022
Q2 		$730K Buy
8,011
+323
+4% +$32.2K 0.05% 207
2022
Q1 		$833K Sell
7,688
-818
-10% -$86.6K 0.05% 220
2021
Q4 		$987K Buy
8,506
+660
+8% +$72.1K 0.06% 192
2021
Q3 		$799K Buy
7,846
+702
+10% +$74.5K 0.06% 154
2021
Q2 		$727K Buy
7,144
+138
+2% +$13.7K 0.06% 162
2021
Q1 		$644K Buy
7,006
+174
+3% +$15.3K 0.05% 169
2020
Q4 		$580K Buy
6,832
+3,684
+117% +$306K 0.06% 161
2020
Q3 		$249K Buy
3,148
+416
+15% +$33.4K 0.03% 240
2020
Q2 		$215K Buy
+2,732
New +$207K 0.03% 236
2018
Q3 		– Sell
-3,555
Closed -$290K – 122
2018
Q2 		$290K Hold
3,555
– – 0.09% 75
2018
Q1 		$268K Buy
3,555
+350
+11% +$26.8K 0.09% 81
2017
Q4 		$266 Sell
3,205
-70
-2% -$5.87K 0.07% 86
2017
Q3 		$272K Buy
3,275
+370
+13% +$30.9K 0.1% 68
2017
Q2 		$242K Sell
2,905
-1,521
-34% -$127K 0.1% 74
2017
Q1 		$366K Sell
4,426
-178,701
-98% -$14.8M 0.14% 49
2016
Q4 		$15.1M Sell
183,127
-1,672
-0.9% -$136K 6.58% 4
2016
Q3 		$16M Buy
+184,799
New +$16.5M 6.5% 6

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Avidian Wealth Enterprises's VNQ Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Real Estate ETF (VNQ) stake by 44% in Q2 2026, buying an estimated $251K and bringing the position to 8,656 shares worth $835K. The position accounts for 0.02% of the portfolio, ranked #361.

Avidian Wealth Enterprises first reported a position in VNQ in Q3 2016 and has held it in 33 quarters since. The position peaked at $16M in Q3 2016. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Avidian Wealth Enterprises held 8,656 shares of Vanguard Real Estate ETF worth $835K as of Q2 2026.
  • Avidian Wealth Enterprises bought 2,625 Vanguard Real Estate ETF shares in Q2 2026, an estimated $251K.
  • Vanguard Real Estate ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #361 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Real Estate ETF in Q3 2016 and has held it in 33 quarters since.
  • Avidian Wealth Enterprises's Vanguard Real Estate ETF position peaked at $16M in Q3 2016.
  • 897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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