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Basepoint Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Basepoint 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 		$117K Buy
1,210
+24
+2% +$2.29K 0.07% 148
2026
Q1 		$105K Buy
1,186
+13
+1% +$1.19K 0.06% 143
2025
Q4 		$104K Buy
+1,173
New +$105K 0.06% 139

Other funds holding VNQ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
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

Basepoint Wealth's VNQ Position: Q2 2026 in Review

Basepoint Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 2% in Q2 2026, buying an estimated $2.29K and bringing the position to 1,210 shares worth $117K. The position accounts for 0.07% of the portfolio, ranked #148.

Basepoint Wealth first reported a position in VNQ in Q4 2025 and has held it in 3 quarters since. 1,295 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Basepoint Wealth held 1,210 shares of Vanguard Real Estate ETF worth $117K as of Q2 2026.
  • Basepoint Wealth bought 24 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.29K.
  • Vanguard Real Estate ETF made up 0.07% of Basepoint Wealth's portfolio in Q2 2026, its #148 holding.
  • Basepoint Wealth first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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