FW
VNQ icon

Fidato Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Fidato Wealth’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 		$622K Sell
6,450
-1,481
-19% -$142K 0.36% 10
2026
Q1 		$703K Sell
7,931
-79
-1% -$7.24K 0.46% 8
2025
Q4 		$709K Sell
8,010
-130
-2% -$11.7K 0.45% 9
2025
Q3 		$744K Sell
8,140
-12
-0.1% -$1.09K 0.49% 7
2025
Q2 		$726K Sell
8,152
-56
-0.7% -$4.94K 0.52% 8
2025
Q1 		$743K Sell
8,208
-66
-0.8% -$5.99K 0.57% 9
2024
Q4 		$737K Buy
8,274
+64
+0.8% +$6.05K 0.55% 10
2024
Q3 		$800K Sell
8,210
-165
-2% -$15.2K 0.64% 8
2024
Q2 		$702K Sell
8,375
-228
-3% -$18.8K 0.62% 8
2024
Q1 		$744K Sell
8,603
-299
-3% -$25.5K 0.67% 7
2023
Q4 		$787K Buy
+8,902
New +$706K 0.75% 7
2022
Q4 		$6.94M Buy
84,130
+2,979
+4% +$247K 8.71% 3
2022
Q3 		$6.5M Buy
81,151
+1,750
+2% +$164K 8.89% 4
2022
Q2 		$7.23M Sell
79,401
-566
-0.7% -$56.4K 9.44% 3
2022
Q1 		$8.67M Buy
79,967
+1,557
+2% +$165K 9.45% 3
2021
Q4 		$9.1M Buy
+78,410
New +$8.56M 9.68% 3

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

Fidato Wealth's VNQ Position: Q2 2026 in Review

Fidato Wealth reduced its Vanguard Real Estate ETF (VNQ) stake by 19% in Q2 2026, selling an estimated $142K and leaving 6,450 shares worth $622K. The position accounts for 0.36% of the portfolio, ranked #10.

Fidato Wealth first reported a position in VNQ in Q4 2021 and has held it in 16 quarters since. The position peaked at $9.1M in Q4 2021. 1,804 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Fidato Wealth held 6,450 shares of Vanguard Real Estate ETF worth $622K as of Q2 2026.
  • Fidato Wealth sold 1,481 Vanguard Real Estate ETF shares in Q2 2026, an estimated $142K.
  • Vanguard Real Estate ETF made up 0.36% of Fidato Wealth's portfolio in Q2 2026, its #10 holding.
  • Fidato Wealth first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 16 quarters since.
  • Fidato Wealth's Vanguard Real Estate ETF position peaked at $9.1M in Q4 2021.
  • 1,804 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Fidato Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.