EWM
VNQ icon

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

EPG 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 		$59.5K Buy
617
+3
+0.5% +$287 0.01% 222
2026
Q1 		$54.4K Sell
614
-8
-1% -$734 0.01% 223
2025
Q4 		$55K Sell
622
-63
-9% -$5.66K 0.01% 223
2025
Q3 		$62.6K Buy
685
+16
+2% +$1.45K 0.02% 214
2025
Q2 		$59.6K Buy
669
+3
+0.5% +$265 0.02% 217
2025
Q1 		$60.3K Buy
666
+4
+0.6% +$363 0.02% 276
2024
Q4 		$59K Sell
662
-6
-0.9% -$567 0.02% 287
2024
Q3 		$65.1K Buy
+668
New +$61.5K 0.02% 286
2024
Q2 		– Sell
-842
Closed -$69.5K – 294
2024
Q1 		$72.8K Buy
842
+3
+0.4% +$256 0.02% 296
2023
Q4 		$69.3K Buy
839
+8
+1% +$634 0.02% 284
2023
Q3 		$62.9K Buy
831
+4
+0.5% +$330 0.02% 285
2023
Q2 		$69.1K Hold
827
– – 0.02% 279
2023
Q1 		$68.7K Sell
827
-100
-11% -$8.59K 0.02% 282
2022
Q4 		$76.5K Sell
927
-15
-2% -$1.24K 0.03% 247
2022
Q3 		$76K Buy
+942
New +$88.1K 0.03% 239
2022
Q1 		– Sell
-1,073
Closed -$124K – 435
2021
Q4 		$124K Buy
1,073
+402
+60% +$43.9K 0.04% 250
2021
Q3 		$68K Buy
+671
New +$71.2K 0.03% 258
2020
Q2 		– Sell
-492
Closed -$34K – 751
2020
Q1 		$34K Sell
492
-2,434
-83% -$214K 0.03% 330
2019
Q4 		$271K Buy
+2,926
New +$271K 0.2% 84

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

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

EPG Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.49% in Q2 2026, buying an estimated $287 and bringing the position to 617 shares worth $59.5K. The position accounts for 0.01% of the portfolio, ranked #222.

EPG Wealth Management first reported a position in VNQ in Q4 2019 and has held it in 19 quarters since. The position peaked at $271K in Q4 2019. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • EPG Wealth Management held 617 shares of Vanguard Real Estate ETF worth $59.5K as of Q2 2026.
  • EPG Wealth Management bought 3 Vanguard Real Estate ETF shares in Q2 2026, an estimated $287.
  • Vanguard Real Estate ETF made up 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #222 holding.
  • EPG Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 19 quarters since.
  • EPG Wealth Management's Vanguard Real Estate ETF position peaked at $271K in Q4 2019.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.