BKM Wealth Management
VNQ icon

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

BKM 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
Q3 		$2.36M Buy
26,290
+5,762
+28% +$558K 0.76% 34
2026
Q2 		$1.98M Sell
20,528
-3,085
-13% -$295K 0.7% 42
2026
Q1 		$2.09M Buy
23,613
+2,043
+9% +$187K 0.76% 38
2025
Q4 		$1.91M Buy
21,570
+1,367
+7% +$123K 0.7% 42
2025
Q3 		$1.85M Buy
20,203
+1,230
+6% +$112K 0.68% 46
2025
Q2 		$1.69M Buy
18,973
+78
+0.4% +$6.88K 0.66% 49
2025
Q1 		$1.71M Buy
18,895
+547
+3% +$49.6K 0.7% 46
2024
Q4 		$1.63M Hold
18,348
– – 0.67% 45
2024
Q3 		$1.79M Sell
18,348
-78
-0.4% -$7.18K 0.73% 36
2024
Q2 		$1.54M Buy
18,426
+1,773
+11% +$146K 0.74% 42
2024
Q1 		$1.44M Buy
16,653
+1,707
+11% +$146K 0.62% 46
2023
Q4 		$1.32M Buy
+14,946
New +$1.18M 0.56% 49

Other funds holding VNQ

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

BKM Wealth Management's VNQ Position: Q3 2026 in Review

BKM Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 28% in Q3 2026, buying an estimated $558K and bringing the position to 26,290 shares worth $2.36M. The position accounts for 0.76% of the portfolio, ranked #34.

BKM Wealth Management first reported a position in VNQ in Q4 2023 and has held it in 12 quarters since. 1,574 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • BKM Wealth Management held 26,290 shares of Vanguard Real Estate ETF worth $2.36M as of Q3 2026.
  • BKM Wealth Management bought 5,762 Vanguard Real Estate ETF shares in Q3 2026, an estimated $558K.
  • Vanguard Real Estate ETF made up 0.76% of BKM Wealth Management's portfolio in Q3 2026, its #34 holding.
  • BKM Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,574 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.