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

Baker Tilly 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
Q3 		$552K Buy
6,164
+3,288
+114% +$318K 0.11% 157
2026
Q2 		$277K Sell
2,876
-294
-9% -$28.1K 0.06% 232
2026
Q1 		$281K Sell
3,170
-284
-8% -$26K 0.07% 219
2025
Q4 		$306K Sell
3,454
-3,454
-50% -$310K 0.08% 217
2025
Q3 		$632K Buy
+6,908
New +$627K 0.14% 129

Other funds holding VNQ

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Baker Tilly Wealth Management's VNQ Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 114% in Q3 2026, buying an estimated $318K and bringing the position to 6,164 shares worth $552K. The position accounts for 0.11% of the portfolio, ranked #157.

Baker Tilly Wealth Management first reported a position in VNQ in Q3 2025 and has held it in 5 quarters since. The position peaked at $632K in Q3 2025. 110 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Baker Tilly Wealth Management held 6,164 shares of Vanguard Real Estate ETF worth $552K as of Q3 2026.
  • Baker Tilly Wealth Management bought 3,288 Vanguard Real Estate ETF shares in Q3 2026, an estimated $318K.
  • Vanguard Real Estate ETF made up 0.11% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #157 holding.
  • Baker Tilly Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2025 and has held it in 5 quarters since.
  • Baker Tilly Wealth Management's Vanguard Real Estate ETF position peaked at $632K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.