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Ballast Rock Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Ballast Rock Private Wealth’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 		$202K Sell
2,097
-317
-13% -$30.3K 0.09% 190
2026
Q1 		$214K Buy
+2,414
New +$221K 0.12% 170

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

Ballast Rock Private Wealth's VNQ Position: Q2 2026 in Review

Ballast Rock Private Wealth reduced its Vanguard Real Estate ETF (VNQ) stake by 13% in Q2 2026, selling an estimated $30.3K and leaving 2,097 shares worth $202K. The position accounts for 0.09% of the portfolio, ranked #190.

Ballast Rock Private Wealth first reported a position in VNQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $214K in Q1 2026. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Ballast Rock Private Wealth held 2,097 shares of Vanguard Real Estate ETF worth $202K as of Q2 2026.
  • Ballast Rock Private Wealth sold 317 Vanguard Real Estate ETF shares in Q2 2026, an estimated $30.3K.
  • Vanguard Real Estate ETF made up 0.09% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #190 holding.
  • Ballast Rock Private Wealth first reported a position in Vanguard Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • Ballast Rock Private Wealth's Vanguard Real Estate ETF position peaked at $214K in Q1 2026.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.