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

Connecticut 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 		$7.83M Sell
81,166
-5,085
-6% -$486K 0.29% 43
2026
Q1 		$7.65M Sell
86,251
-7,338
-8% -$673K 0.32% 42
2025
Q4 		$8.28M Sell
93,589
-4,017
-4% -$361K 0.36% 43
2025
Q3 		$8.92M Sell
97,606
-10,651
-10% -$966K 0.4% 39
2025
Q2 		$9.64M Sell
108,257
-3,828
-3% -$338K 0.46% 35
2025
Q1 		$10.1M Buy
+112,085
New +$10.2M 0.53% 32
2024
Q4 		– Sell
-100,787
Closed -$9.82M – 318
2024
Q3 		$9.82M Buy
100,787
+17
+0% +$1.56K 0.48% 35
2024
Q2 		$8.44M Buy
100,770
+2,831
+3% +$234K 0.44% 40
2024
Q1 		$8.47M Sell
97,939
-470
-0.5% -$40.2K 0.45% 39
2023
Q4 		$8.7M Buy
98,409
+66,467
+208% +$5.27M 0.5% 35
2023
Q3 		$2.42M Buy
31,942
+12,692
+66% +$1.05M 0.17% 72
2023
Q2 		$1.61M Buy
19,250
+1,140
+6% +$93.4K 0.11% 78
2023
Q1 		$1.5M Buy
18,110
+7,908
+78% +$679K 0.11% 74
2022
Q4 		$841K Buy
10,202
+2,951
+41% +$245K 0.07% 91
2022
Q3 		$581K Buy
7,251
+3,191
+79% +$298K 0.05% 106
2022
Q2 		$370K Sell
4,060
-498
-11% -$49.6K 0.03% 135
2022
Q1 		$494K Sell
4,558
-101
-2% -$10.7K 0.04% 123
2021
Q4 		$541K Sell
4,659
-934
-17% -$102K 0.04% 117
2021
Q3 		$569K Sell
5,593
-792
-12% -$84K 0.05% 114
2021
Q2 		$650K Sell
6,385
-1,503
-19% -$149K 0.06% 104
2021
Q1 		$725K Sell
7,888
-2,173
-22% -$191K 0.07% 82
2020
Q4 		$854K Sell
10,061
-4,473
-31% -$371K 0.09% 87
2020
Q3 		$1.15M Buy
+14,534
New +$1.17M 0.13% 76
2020
Q1 		– Sell
-3,740
Closed -$347K – 157
2019
Q4 		$347K Buy
+3,740
New +$346K 0.04% 131

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

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

Connecticut Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 5.9% in Q2 2026, selling an estimated $486K and leaving 81,166 shares worth $7.83M. The position accounts for 0.29% of the portfolio, ranked #43.

Connecticut Wealth Management first reported a position in VNQ in Q4 2019 and has held it in 24 quarters since. The position peaked at $10.1M in Q1 2025. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Connecticut Wealth Management held 81,166 shares of Vanguard Real Estate ETF worth $7.83M as of Q2 2026.
  • Connecticut Wealth Management sold 5,085 Vanguard Real Estate ETF shares in Q2 2026, an estimated $486K.
  • Vanguard Real Estate ETF made up 0.29% of Connecticut Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Connecticut Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 24 quarters since.
  • Connecticut Wealth Management's Vanguard Real Estate ETF position peaked at $10.1M in Q1 2025.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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