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VNQ icon

Encompass Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Encompass Wealth Advisors’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 		$3.43M Sell
35,621
-404
-1% -$38.6K 1.05% 21
2026
Q1 		$3.2M Sell
36,025
-112
-0.3% -$10.3K 1.11% 19
2025
Q4 		$3.2M Sell
36,137
-123
-0.3% -$11.1K 1.09% 20
2025
Q3 		$3.31M Buy
36,260
+655
+2% +$59.4K 1.13% 19
2025
Q2 		$3.17M Buy
35,605
+1,765
+5% +$156K 1.16% 19
2025
Q1 		$3.06M Buy
33,840
+3,090
+10% +$280K 1.25% 17
2024
Q4 		$2.74M Buy
30,750
+2,038
+7% +$193K 1.11% 21
2024
Q3 		$2.8M Buy
28,712
+572
+2% +$52.7K 0.7% 26
2024
Q2 		$2.36M Buy
28,140
+742
+3% +$61.3K 0.62% 31
2024
Q1 		$2.37M Sell
27,398
-30
-0.1% -$2.56K 0.63% 27
2023
Q4 		$2.42M Buy
27,428
+26
+0.1% +$2.06K 0.73% 27
2023
Q3 		$2.07M Buy
27,402
+3,013
+12% +$248K 0.69% 27
2023
Q2 		$2.04M Buy
24,389
+756
+3% +$61.9K 0.66% 29
2023
Q1 		$1.96M Buy
23,633
+210
+0.9% +$18K 0.67% 29
2022
Q4 		$1.93M Sell
23,423
-1,813
-7% -$150K 0.7% 26
2022
Q3 		$2.02M Sell
25,236
-1,705
-6% -$159K 0.77% 25
2022
Q2 		$2.46M Sell
26,941
-9,784
-27% -$975K 0.87% 23
2022
Q1 		$3.98M Buy
36,725
+602
+2% +$63.7K 1% 25
2021
Q4 		$4.19M Buy
36,123
+4,079
+13% +$446K 1.02% 24
2021
Q3 		$3.26M Buy
32,044
+1,446
+5% +$153K 0.85% 27
2021
Q2 		$3.11M Buy
30,598
+209
+0.7% +$20.7K 0.77% 32
2021
Q1 		$2.98M Buy
30,389
+12,600
+71% +$1.11M 0.76% 31
2020
Q4 		$1.51M Buy
+17,789
New +$1.48M 0.87% 26

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

Encompass Wealth Advisors's VNQ Position: Q2 2026 in Review

Encompass Wealth Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 1.1% in Q2 2026, selling an estimated $38.6K and leaving 35,621 shares worth $3.43M. The position accounts for 1.05% of the portfolio, ranked #21.

Encompass Wealth Advisors first reported a position in VNQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.19M in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Encompass Wealth Advisors held 35,621 shares of Vanguard Real Estate ETF worth $3.43M as of Q2 2026.
  • Encompass Wealth Advisors sold 404 Vanguard Real Estate ETF shares in Q2 2026, an estimated $38.6K.
  • Vanguard Real Estate ETF made up 1.05% of Encompass Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Encompass Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's Vanguard Real Estate ETF position peaked at $4.19M in Q4 2021.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.