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

Axxcess 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 		$3.84M Sell
39,857
-779
-2% -$74.4K 0.06% 273
2026
Q1 		$3.6M Buy
40,636
+2,042
+5% +$187K 0.12% 151
2025
Q4 		$3.42M Buy
38,594
+24,308
+170% +$2.18M 0.06% 277
2025
Q3 		$1.31M Buy
14,286
+173
+1% +$15.7K 0.03% 395
2025
Q2 		$1.26M Sell
14,113
-2,959
-17% -$261K 0.03% 375
2025
Q1 		$1.55M Sell
17,072
-2,188
-11% -$199K 0.04% 303
2024
Q4 		$1.72M Buy
19,260
+813
+4% +$76.8K 0.04% 308
2024
Q3 		$1.8M Sell
18,447
-1,824
-9% -$168K 0.04% 288
2024
Q2 		$1.7M Sell
20,271
-2,977
-13% -$246K 0.04% 281
2024
Q1 		$2.01M Sell
23,248
-2,485
-10% -$212K 0.06% 248
2023
Q4 		$2.27M Buy
25,733
+8,695
+51% +$689K 0.07% 229
2023
Q3 		$1.29M Buy
+17,038
New +$1.4M 0.04% 271
2022
Q3 		– Sell
-2,679
Closed -$244K – 613
2022
Q2 		$244K Sell
2,679
-4,900
-65% -$488K 0.02% 448
2022
Q1 		$821K Sell
7,579
-34
-0.4% -$3.6K 0.06% 255
2021
Q4 		$883K Buy
+7,613
New +$831K 0.06% 238

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

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

Axxcess Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 1.9% in Q2 2026, selling an estimated $74.4K and leaving 39,857 shares worth $3.84M. The position accounts for 0.06% of the portfolio, ranked #273.

Axxcess Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 15 quarters since. 895 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Axxcess Wealth Management held 39,857 shares of Vanguard Real Estate ETF worth $3.84M as of Q2 2026.
  • Axxcess Wealth Management sold 779 Vanguard Real Estate ETF shares in Q2 2026, an estimated $74.4K.
  • Vanguard Real Estate ETF made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Axxcess Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 15 quarters since.
  • 895 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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