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

Base 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	$357K	Sell	3,706 -99	-3%	-$9.46K	0.17%	50
2026 Q1	$337K	Sell	3,805 -411	-10%	-$37.7K	0.19%	46
2025 Q4	$373K	Sell	4,216 -1,002	-19%	-$90K	0.2%	44
2025 Q3	$477K	Sell	5,218 -751	-13%	-$68.1K	0.27%	39
2025 Q2	$532K	Buy	5,969 +2	+0%	+$176	0.34%	38
2025 Q1	$540K	Buy	+5,967	New	+$542K	0.41%	35

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Base Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 2.6% in Q2 2026, selling an estimated $9.46K and leaving 3,706 shares worth $357K. The position accounts for 0.17% of the portfolio, ranked #50.

Base Wealth Management first reported a position in VNQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $540K in Q1 2025. 1,461 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Base Wealth Management held 3,706 shares of Vanguard Real Estate ETF worth $357K as of Q2 2026.
Base Wealth Management sold 99 Vanguard Real Estate ETF shares in Q2 2026, an estimated $9.46K.
Vanguard Real Estate ETF made up 0.17% of Base Wealth Management's portfolio in Q2 2026, its #50 holding.
Base Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
Base Wealth Management's Vanguard Real Estate ETF position peaked at $540K in Q1 2025.
1,461 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.