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

EP 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 		$3.06M Buy
31,771
+3,573
+13% +$341K 0.01% 489
2026
Q1 		$2.5M Buy
28,198
+3,272
+13% +$300K 0.01% 433
2025
Q4 		$2.21M Buy
+24,926
New +$2.24M 0.01% 426
2025
Q2 		$2.39M Buy
26,799
+961
+4% +$84.8K 0.02% 382
2025
Q1 		$2.34M Sell
25,838
-3,325
-11% -$302K 0.02% 340
2024
Q4 		$2.6M Sell
29,163
-1,024
-3% -$96.8K 0.02% 314
2024
Q3 		$2.94M Buy
30,187
+6,522
+28% +$601K 0.03% 291
2024
Q2 		$1.98M Sell
23,665
-1,237
-5% -$102K 0.02% 282
2024
Q1 		$2.15M Sell
24,902
-2,183
-8% -$187K 0.03% 251
2023
Q4 		$2.39M Buy
27,085
+8,852
+49% +$702K 0.03% 235
2023
Q3 		$1.38M Sell
18,233
-1,059
-5% -$87.3K 0.02% 278
2023
Q2 		$1.89M Buy
19,292
+17,621
+1,055% +$1.44M 0.03% 245
2023
Q1 		$209K Sell
1,671
-36,280
-96% -$3.12M ﹤0.01% 569
2022
Q4 		$3.13M Sell
37,951
-5,058
-12% -$419K 0.06% 174
2022
Q3 		$3.45M Sell
43,009
-1,059
-2% -$99K 0.08% 140
2022
Q2 		$4.01M Sell
44,068
-4,694
-10% -$468K 0.09% 128
2022
Q1 		$5.28M Sell
48,762
-1,454
-3% -$154K 0.12% 107
2021
Q4 		$5.83M Buy
50,216
+19,569
+64% +$2.14M 0.14% 93
2021
Q3 		$3.12M Buy
30,647
+33
+0.1% +$3.5K 0.09% 130
2021
Q2 		$3.12M Sell
30,614
-17,440
-36% -$1.73M 0.09% 141
2021
Q1 		$4.41M Sell
48,054
-6,001
-11% -$527K 0.14% 102
2020
Q4 		$4.59M Buy
54,055
+23,349
+76% +$1.94M 0.16% 81
2020
Q3 		$2.42M Sell
30,706
-35,199
-53% -$2.83M 0.1% 95
2020
Q2 		$5.18M Sell
65,905
-29,285
-31% -$2.22M 0.22% 72
2020
Q1 		$6.65M Sell
95,190
-29,598
-24% -$2.6M 0.33% 57
2019
Q4 		$11.6M Sell
124,788
-8,251
-6% -$764K 0.48% 47
2019
Q3 		$12.4M Buy
133,039
+129,949
+4,205% +$11.8M 0.62% 38
2019
Q2 		$270K Buy
+3,090
New +$270K 0.02% 254
2014
Q1 		– Sell
-3,967
Closed -$256K – 138
2013
Q4 		$256K Sell
3,967
-3,023
-43% -$202K 0.07% 102
2013
Q3 		$462K Buy
+6,990
New +$475K 0.15% 61

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

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

EP Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 13% in Q2 2026, buying an estimated $341K and bringing the position to 31,771 shares worth $3.06M. The position accounts for 0.01% of the portfolio, ranked #489.

EP Wealth Advisors first reported a position in VNQ in Q3 2013 and has held it in 30 quarters since. The position peaked at $12.4M in Q3 2019. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • EP Wealth Advisors held 31,771 shares of Vanguard Real Estate ETF worth $3.06M as of Q2 2026.
  • EP Wealth Advisors bought 3,573 Vanguard Real Estate ETF shares in Q2 2026, an estimated $341K.
  • Vanguard Real Estate ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #489 holding.
  • EP Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q3 2013 and has held it in 30 quarters since.
  • EP Wealth Advisors's Vanguard Real Estate ETF position peaked at $12.4M in Q3 2019.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.