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Axis Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Axis Wealth Partners’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 		$288K Sell
2,992
-78
-3% -$7.45K 0.14% 145
2026
Q1 		$272K Sell
3,070
-25
-0.8% -$2.29K 0.14% 146
2025
Q4 		$274K Buy
3,095
+109
+4% +$9.8K 0.15% 140
2025
Q3 		$273K Buy
2,986
+19
+0.6% +$1.72K 0.16% 132
2025
Q2 		$264K Sell
2,967
-80
-3% -$7.06K 0.17% 124
2025
Q1 		$276K Buy
3,047
+16
+0.5% +$1.45K 0.2% 118
2024
Q4 		$270K Buy
+3,031
New +$286K 0.23% 112

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

Axis Wealth Partners's VNQ Position: Q2 2026 in Review

Axis Wealth Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 2.5% in Q2 2026, selling an estimated $7.45K and leaving 2,992 shares worth $288K. The position accounts for 0.14% of the portfolio, ranked #145.

Axis Wealth Partners first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Axis Wealth Partners held 2,992 shares of Vanguard Real Estate ETF worth $288K as of Q2 2026.
  • Axis Wealth Partners sold 78 Vanguard Real Estate ETF shares in Q2 2026, an estimated $7.45K.
  • Vanguard Real Estate ETF made up 0.14% of Axis Wealth Partners's portfolio in Q2 2026, its #145 holding.
  • Axis Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.