BHWM
VNQ icon

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

Beaird Harris 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 		$1.18M Sell
12,250
-1,008
-8% -$96.3K 0.07% 71
2026
Q1 		$1.18M Sell
13,258
-3,724
-22% -$341K 0.08% 72
2025
Q4 		$1.5M Sell
16,982
-5,193
-23% -$467K 0.1% 64
2025
Q3 		$2.03M Sell
22,175
-27,512
-55% -$2.5M 0.14% 55
2025
Q2 		$4.43M Buy
49,687
+2,487
+5% +$219K 0.34% 38
2025
Q1 		$4.27M Buy
47,200
+2,530
+6% +$230K 0.36% 36
2024
Q4 		$3.98M Sell
44,670
-269
-0.6% -$25.4K 0.34% 37
2024
Q3 		$4.38M Buy
44,939
+4,752
+12% +$438K 0.38% 35
2024
Q2 		$3.37M Sell
40,187
-6,929
-15% -$572K 0.32% 40
2024
Q1 		$4.07M Sell
47,116
-1,596
-3% -$136K 0.4% 34
2023
Q4 		$4.3M Sell
48,712
-162
-0.3% -$12.8K 0.45% 33
2023
Q3 		$3.7M Sell
48,874
-216
-0.4% -$17.8K 0.44% 30
2023
Q2 		$4.1M Sell
49,090
-10,349
-17% -$848K 0.49% 29
2023
Q1 		$4.94M Sell
59,439
-29
-0% -$2.49K 0.89% 23
2022
Q4 		$4.9M Buy
59,468
+8,202
+16% +$680K 0.92% 23
2022
Q3 		$4.11M Buy
51,266
+9,825
+24% +$919K 0.9% 20
2022
Q2 		$3.78M Sell
41,441
-1,490
-3% -$149K 1.04% 15
2022
Q1 		$4.65M Buy
42,931
+31,118
+263% +$3.29M 1.68% 12
2021
Q4 		$1.37M Buy
+11,813
New +$1.29M 0.5% 30

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Beaird Harris Wealth Management's VNQ Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 7.6% in Q2 2026, selling an estimated $96.3K and leaving 12,250 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #71.

Beaird Harris Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.94M in Q1 2023. 345 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Beaird Harris Wealth Management held 12,250 shares of Vanguard Real Estate ETF worth $1.18M as of Q2 2026.
  • Beaird Harris Wealth Management sold 1,008 Vanguard Real Estate ETF shares in Q2 2026, an estimated $96.3K.
  • Vanguard Real Estate ETF made up 0.07% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Vanguard Real Estate ETF position peaked at $4.94M in Q1 2023.
  • 345 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.