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

Edge 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	$482K	Hold	5,000	–	–	0.08%	51
2026 Q1	$444K	Hold	5,000	–	–	0.08%	52
2025 Q4	$442K	Hold	5,000	–	–	0.08%	49
2025 Q3	$457K	Hold	5,000	–	–	0.08%	52
2025 Q2	$445K	Hold	5,000	–	–	0.09%	52
2025 Q1	$453K	Hold	5,000	–	–	0.09%	50
2024 Q4	$445K	Hold	5,000	–	–	0.09%	49
2024 Q3	$487K	Hold	5,000	–	–	0.1%	49
2024 Q2	$419K	Hold	5,000	–	–	0.09%	48
2024 Q1	$432K	Hold	5,000	–	–	0.09%	52
2023 Q4	$442K	Hold	5,000	–	–	0.1%	51
2023 Q3	$378K	Hold	5,000	–	–	0.09%	53
2023 Q2	$418K	Hold	5,000	–	–	0.09%	55
2023 Q1	$415K	Hold	5,000	–	–	0.1%	53
2022 Q4	$409K	Hold	5,000	–	–	0.1%	56
2022 Q3	$403K	Hold	5,000	–	–	0.09%	57
2022 Q2	$456K	Hold	5,000	–	–	0.1%	54
2022 Q1	$542K	Hold	5,000	–	–	0.11%	58
2021 Q4	$580K	Hold	5,000	–	–	0.11%	62
2021 Q3	$509K	Hold	5,000	–	–	0.1%	64
2021 Q2	$510K	Hold	5,000	–	–	0.1%	67
2021 Q1	$459K	Hold	5,000	–	–	0.1%	71
2020 Q4	$424K	Hold	5,000	–	–	0.1%	71
2020 Q3	$395K	Hold	5,000	–	–	0.09%	77
2020 Q2	$393K	Hold	5,000	–	–	0.07%	106
2020 Q1	$342K	Buy	+5,000	New	+$439K	0.07%	109
2018 Q2	–	Sell	-130	Closed	-$10K	–	618
2018 Q1	$10K	Sell	130 -84	-39%	-$6.43K	﹤0.01%	390
2017 Q4	$17K	Hold	214	–	–	﹤0.01%	329
2017 Q3	$18K	Hold	214	–	–	0.01%	316
2017 Q2	$18K	Hold	214	–	–	0.01%	318
2017 Q1	$18K	Sell	214 -423	-66%	-$35.1K	0.01%	303
2016 Q4	$52K	Hold	637	–	–	0.02%	187
2016 Q3	$55K	Buy	637 +423	+198%	+$37.7K	0.02%	173
2016 Q2	$19K	Hold	214	–	–	0.01%	260
2016 Q1	$18K	Hold	214	–	–	0.01%	241
2015 Q4	$17K	Sell	214 -350	-62%	-$27.7K	0.01%	255
2015 Q3	$42K	Buy	564 +84	+18%	+$6.45K	0.02%	190
2015 Q2	$36K	Sell	480 -233	-33%	-$18.6K	0.01%	209
2015 Q1	$60K	Sell	713 -425	-37%	-$36.1K	0.02%	177
2014 Q4	$93K	Buy	1,138 +494	+77%	+$38.8K	0.03%	148
2014 Q3	$46K	Hold	644	–	–	0.02%	198
2014 Q2	$48K	Buy	644 +1	+0.2%	+$74	0.02%	183
2014 Q1	$45K	Buy	643 +531	+474%	+$36.4K	0.02%	184
2013 Q4	$7K	Hold	112	–	–	﹤0.01%	284
2013 Q3	$7K	Buy	112 +1	+0.9%	+$68	﹤0.01%	256
2013 Q2	$8K	Buy	+111	New	+$8.06K	0.01%	247

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Edge Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 5,000 shares worth $482K. The position accounts for 0.08% of the portfolio, ranked #51.

Edge Wealth Management first reported a position in VNQ in Q2 2013 and has held it in 46 quarters since. The position peaked at $580K in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Edge Wealth Management held 5,000 shares of Vanguard Real Estate ETF worth $482K as of Q2 2026.
Edge Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.08% of Edge Wealth Management's portfolio in Q2 2026, its #51 holding.
Edge Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 46 quarters since.
Edge Wealth Management's Vanguard Real Estate ETF position peaked at $580K in Q4 2021.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.