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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
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

BKM Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 13% in Q2 2026, selling an estimated $295K and leaving 20,528 shares worth $1.98M. The position accounts for 0.7% of the portfolio, ranked #42.

BKM Wealth Management first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.09M in Q1 2026. 1,807 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • BKM Wealth Management held 20,528 shares of Vanguard Real Estate ETF worth $1.98M as of Q2 2026.
  • BKM Wealth Management sold 3,085 Vanguard Real Estate ETF shares in Q2 2026, an estimated $295K.
  • Vanguard Real Estate ETF made up 0.7% of BKM Wealth Management's portfolio in Q2 2026, its #42 holding.
  • BKM Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • BKM Wealth Management's Vanguard Real Estate ETF position peaked at $2.09M in Q1 2026.
  • 1,807 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.