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VNQ icon

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

Copia 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 		$31.5K Hold
327
– – 0.02% 253
2026
Q1 		$29K Hold
327
– – 0.02% 251
2025
Q4 		$28.9K Hold
327
– – 0.02% 244
2025
Q3 		$29.9K Hold
327
– – 0.02% 229
2025
Q2 		$29.1K Hold
327
– – 0.02% 205
2025
Q1 		$29.6K Buy
327
+23
+8% +$2.09K 0.03% 194
2024
Q4 		$27.1K Buy
+304
New +$28.7K 0.03% 188

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

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

Copia Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 327 shares worth $31.5K. The position accounts for 0.02% of the portfolio, ranked #253.

Copia Wealth Management first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Copia Wealth Management held 327 shares of Vanguard Real Estate ETF worth $31.5K as of Q2 2026.
  • Copia Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #253 holding.
  • Copia Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.