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Beirne Wealth Consulting Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Beirne Wealth Consulting Services’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 		$2.23M Buy
23,072
+267
+1% +$25.5K 0.44% 33
2026
Q1 		$2.02M Buy
22,805
+12,309
+117% +$1.13M 0.57% 36
2025
Q4 		$931K Buy
10,496
+175
+2% +$15.7K 0.27% 50
2025
Q3 		$945K Buy
10,321
+84
+0.8% +$7.62K 0.23% 66
2025
Q2 		$913K Sell
10,237
-18,148
-64% -$1.6M 0.3% 46
2025
Q1 		$2.57M Buy
28,385
+149
+0.5% +$13.5K 0.92% 26
2024
Q4 		$2.52M Buy
28,236
+445
+2% +$42K 0.91% 28
2024
Q3 		$2.73M Sell
27,791
-674
-2% -$62.1K 0.96% 26
2024
Q2 		$2.42M Buy
28,465
+3,865
+16% +$319K 0.97% 27
2024
Q1 		$2.13M Buy
24,600
+426
+2% +$36.4K 0.9% 27
2023
Q4 		$2.14M Buy
24,174
+16,154
+201% +$1.28M 1.06% 22
2023
Q3 		$679K Hold
8,020
– – 0.54% 41
2023
Q2 		$679K Sell
8,020
-8,484
-51% -$695K 0.54% 41
2023
Q1 		$1.37M Sell
16,504
-834
-5% -$71.7K 0.96% 18
2022
Q4 		$1.43M Buy
17,338
+1,887
+12% +$156K 0.7% 24
2022
Q3 		$1.24M Sell
15,451
-318
-2% -$29.7K 0.47% 29
2022
Q2 		$1.44M Sell
15,769
-160
-1% -$15.9K 0.94% 22
2022
Q1 		$1.73M Buy
15,929
+85
+0.5% +$8.99K 0.97% 21
2021
Q4 		$1.86M Buy
15,844
+9
+0.1% +$983 1.02% 19
2021
Q3 		$1.61M Sell
15,835
-1,050
-6% -$111K 0.92% 23
2021
Q2 		$1.73M Sell
16,885
-8,682
-34% -$861K 0.95% 25
2021
Q1 		$2.35M Buy
25,567
+3,807
+17% +$335K 1.38% 17
2020
Q4 		$1.85M Buy
21,760
+5,256
+32% +$436K 0.91% 22
2020
Q3 		$1.3M Buy
16,504
+117
+0.7% +$9.39K 0.76% 27
2020
Q2 		$1.29M Sell
16,387
-21,912
-57% -$1.66M 1.05% 21
2020
Q1 		$2.67M Buy
38,299
+8,889
+30% +$781K 2.89% 9
2019
Q4 		$2.73M Buy
29,410
+9,392
+47% +$870K 2.4% 12
2019
Q3 		$1.87M Buy
20,018
+2,245
+13% +$204K 1.55% 20
2019
Q2 		$1.57M Buy
17,773
+11,458
+181% +$1M 1.41% 22
2019
Q1 		$553K Buy
6,315
+1,586
+34% +$131K 0.43% 68
2018
Q4 		$353K Buy
+4,729
New +$373K 0.3% 108

Other funds holding VNQ

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beirne Wealth Consulting Services's VNQ Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its Vanguard Real Estate ETF (VNQ) stake by 1.2% in Q2 2026, buying an estimated $25.5K and bringing the position to 23,072 shares worth $2.23M. The position accounts for 0.44% of the portfolio, ranked #33.

Beirne Wealth Consulting Services first reported a position in VNQ in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.73M in Q3 2024. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Beirne Wealth Consulting Services held 23,072 shares of Vanguard Real Estate ETF worth $2.23M as of Q2 2026.
  • Beirne Wealth Consulting Services bought 267 Vanguard Real Estate ETF shares in Q2 2026, an estimated $25.5K.
  • Vanguard Real Estate ETF made up 0.44% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #33 holding.
  • Beirne Wealth Consulting Services first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
  • Beirne Wealth Consulting Services's Vanguard Real Estate ETF position peaked at $2.73M in Q3 2024.
  • 897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.