Fidato Wealth
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
Q3 		$563K Sell
6,285
-165
-3% -$16K 0.31% 14
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

Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Seven Post Investment Office
Seven Post Investment Office San Francisco, California $328M AUM 7.15% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Fidato Wealth's VNQ Position: Q3 2026 in Review

Fidato Wealth reduced its Vanguard Real Estate ETF (VNQ) stake by 2.6% in Q3 2026, selling an estimated $16K and leaving 6,285 shares worth $563K. The position accounts for 0.31% of the portfolio, ranked #14.

Fidato Wealth first reported a position in VNQ in Q4 2021 and has held it in 17 quarters since. The position peaked at $9.1M in Q4 2021. 771 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Fidato Wealth held 6,285 shares of Vanguard Real Estate ETF worth $563K as of Q3 2026.
  • Fidato Wealth sold 165 Vanguard Real Estate ETF shares in Q3 2026, an estimated $16K.
  • Vanguard Real Estate ETF made up 0.31% of Fidato Wealth's portfolio in Q3 2026, its #14 holding.
  • Fidato Wealth first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 17 quarters since.
  • Fidato Wealth's Vanguard Real Estate ETF position peaked at $9.1M in Q4 2021.
  • 771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Fidato Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.