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VNQ icon

Caliber Wealth Management (Kansas)’s Vanguard Real Estate ETF VNQ Stock Holding History

Caliber Wealth Management (Kansas)’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 		$549K Sell
5,693
-672
-11% -$64.2K 0.05% 180
2026
Q1 		$565K Sell
6,365
-2,651
-29% -$243K 0.06% 165
2025
Q4 		$798K Sell
9,016
-1,954
-18% -$176K 0.09% 142
2025
Q3 		$1M Sell
10,970
-2,175
-17% -$197K 0.11% 132
2025
Q2 		$1.17M Sell
13,145
-1,854
-12% -$164K 0.13% 134
2025
Q1 		$1.36M Buy
+14,999
New +$1.36M 0.19% 112

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
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s VNQ Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Vanguard Real Estate ETF (VNQ) stake by 11% in Q2 2026, selling an estimated $64.2K and leaving 5,693 shares worth $549K. The position accounts for 0.05% of the portfolio, ranked #180.

Caliber Wealth Management (Kansas) first reported a position in VNQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.36M in Q1 2025. 804 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 5,693 shares of Vanguard Real Estate ETF worth $549K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 672 Vanguard Real Estate ETF shares in Q2 2026, an estimated $64.2K.
  • Vanguard Real Estate ETF made up 0.05% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #180 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Vanguard Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Vanguard Real Estate ETF position peaked at $1.36M in Q1 2025.
  • 804 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.