Balanced Wealth Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Balanced Wealth Group’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	$5.11M	Sell	52,980 -1,818	-3%	-$174K	1.62%	17
2026 Q1	$4.86M	Sell	54,798 -1,291	-2%	-$118K	1.74%	15
2025 Q4	$5.14M	Buy	56,089 +918	+2%	+$82.5K	1.88%	14
2025 Q3	$4.95M	Buy	55,171 +438	+0.8%	+$39.7K	2.17%	12
2025 Q2	$4.88M	Sell	54,733 -5,260	-9%	-$464K	2.12%	13
2025 Q1	$5.43M	Sell	59,993 -579	-1%	-$52.6K	2.63%	11
2024 Q4	$5.37M	Sell	60,572 -51,461	-46%	-$4.86M	2.41%	11
2024 Q3	$10.8M	Sell	112,033 -161,493	-59%	-$14.9M	4.77%	5
2024 Q2	$12.1M	Buy	273,526 +14,180	+5%	+$1.17M	5.49%	5
2024 Q1	$10.9M	Buy	259,346 +175,055	+208%	+$15M	4.87%	5
2023 Q4	$7.45M	Buy	+84,291	New	+$6.68M	3.87%	6

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Balanced Wealth Group's VNQ Position: Q2 2026 in Review

Balanced Wealth Group reduced its Vanguard Real Estate ETF (VNQ) stake by 3.3% in Q2 2026, selling an estimated $174K and leaving 52,980 shares worth $5.11M. The position accounts for 1.62% of the portfolio, ranked #17.

Balanced Wealth Group first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.1M in Q2 2024. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Balanced Wealth Group held 52,980 shares of Vanguard Real Estate ETF worth $5.11M as of Q2 2026.
Balanced Wealth Group sold 1,818 Vanguard Real Estate ETF shares in Q2 2026, an estimated $174K.
Vanguard Real Estate ETF made up 1.62% of Balanced Wealth Group's portfolio in Q2 2026, its #17 holding.
Balanced Wealth Group first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Balanced Wealth Group's Vanguard Real Estate ETF position peaked at $12.1M in Q2 2024.
1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.