EWP
VNQ icon

Elevation Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Elevation Wealth Partners’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 		$675K Buy
6,997
+288
+4% +$27.5K 0.2% 67
2026
Q1 		$595K Buy
6,709
+34
+0.5% +$3.12K 0.21% 66
2025
Q4 		$591K Buy
6,675
+254
+4% +$22.8K 0.21% 65
2025
Q3 		$587K Buy
6,421
+210
+3% +$19K 0.21% 69
2025
Q2 		$553K Buy
6,211
+561
+10% +$49.5K 0.22% 68
2025
Q1 		$511K Buy
5,650
+91
+2% +$8.26K 0.22% 67
2024
Q4 		$495K Buy
5,559
+109
+2% +$10.3K 0.21% 69
2024
Q3 		$531K Buy
5,450
+48
+0.9% +$4.42K 0.23% 70
2024
Q2 		$453K Sell
5,402
-185
-3% -$15.3K 0.21% 74
2024
Q1 		$484K Sell
5,587
-61
-1% -$5.21K 0.24% 69
2023
Q4 		$432K Sell
5,648
-12
-0.2% -$951 0.26% 68
2023
Q3 		$428K Buy
5,660
+166
+3% +$13.7K 0.37% 36
2023
Q2 		$473K Sell
5,494
-88
-2% -$7.21K 0.4% 34
2023
Q1 		$464K Buy
+5,582
New +$480K 0.42% 35

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

Elevation Wealth Partners's VNQ Position: Q2 2026 in Review

Elevation Wealth Partners increased its Vanguard Real Estate ETF (VNQ) stake by 4.3% in Q2 2026, buying an estimated $27.5K and bringing the position to 6,997 shares worth $675K. The position accounts for 0.2% of the portfolio, ranked #67.

Elevation Wealth Partners first reported a position in VNQ in Q1 2023 and has held it in 14 quarters since. 789 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Elevation Wealth Partners held 6,997 shares of Vanguard Real Estate ETF worth $675K as of Q2 2026.
  • Elevation Wealth Partners bought 288 Vanguard Real Estate ETF shares in Q2 2026, an estimated $27.5K.
  • Vanguard Real Estate ETF made up 0.2% of Elevation Wealth Partners's portfolio in Q2 2026, its #67 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • 789 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.