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

Diversify 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 		$3.08M Buy
30,600
+2,859
+10% +$273K 0.05% 283
2026
Q1 		$2.63M Buy
27,741
+11,458
+70% +$1.05M 0.05% 300
2025
Q4 		$1.47M Sell
16,283
-1,099
-6% -$98.8K 0.07% 251
2025
Q3 		$1.55M Sell
17,382
-214
-1% -$19.4K 0.09% 209
2025
Q2 		$1.57M Sell
17,596
-1,483
-8% -$131K 0.1% 204
2025
Q1 		$1.68M Sell
19,079
-32
-0.2% -$2.9K 0.12% 183
2024
Q4 		$1.63M Buy
19,111
+4,303
+29% +$407K 0.13% 172
2024
Q3 		$1.43M Buy
14,808
+4,602
+45% +$424K 0.14% 164
2024
Q2 		$905K Buy
+10,206
New +$843K 0.11% 171

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

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

Diversify Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 10% in Q2 2026, buying an estimated $273K and bringing the position to 30,600 shares worth $3.08M. The position accounts for 0.05% of the portfolio, ranked #283.

Diversify Wealth Management first reported a position in VNQ in Q2 2024 and has held it in 9 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Diversify Wealth Management held 30,600 shares of Vanguard Real Estate ETF worth $3.08M as of Q2 2026.
  • Diversify Wealth Management bought 2,859 Vanguard Real Estate ETF shares in Q2 2026, an estimated $273K.
  • Vanguard Real Estate ETF made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Diversify Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.