FWM
VNQ icon

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

Fingerlakes 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 		$800K Buy
8,292
+42
+0.5% +$4.01K 0.43% 51
2026
Q1 		$732K Sell
8,250
-430
-5% -$39.4K 0.49% 49
2025
Q4 		$768K Sell
8,680
-195
-2% -$17.5K 0.49% 45
2025
Q3 		$811K Sell
8,875
-458
-5% -$41.5K 0.53% 43
2025
Q2 		$831K Sell
9,333
-1,062
-10% -$93.7K 0.62% 41
2025
Q1 		$941K Sell
10,395
-190
-2% -$17.2K 0.8% 35
2024
Q4 		$943K Buy
10,585
+48
+0.5% +$4.54K 0.76% 36
2024
Q3 		$1.03M Buy
10,537
+3
+0% +$276 0.85% 36
2024
Q2 		$882K Sell
10,534
-693
-6% -$57.2K 0.79% 37
2024
Q1 		$971K Sell
11,227
-1,623
-13% -$139K 0.94% 33
2023
Q4 		$1.14M Sell
12,850
-473
-4% -$37.5K 1.22% 27
2023
Q3 		$1.01M Sell
13,323
-513
-4% -$42.3K 1.23% 26
2023
Q2 		$1.16M Sell
13,836
-910
-6% -$74.6K 1.32% 25
2023
Q1 		$1.22M Sell
14,746
-176
-1% -$15.1K 1.53% 20
2022
Q4 		$1.23M Sell
14,922
-98
-0.7% -$8.13K 1.69% 20
2022
Q3 		$1.2M Sell
15,020
-190
-1% -$17.8K 1.76% 16
2022
Q2 		$1.39M Buy
15,210
+335
+2% +$33.4K 1.9% 14
2022
Q1 		$1.61M Buy
14,875
+317
+2% +$33.5K 1.88% 13
2021
Q4 		$1.7M Buy
+14,558
New +$1.59M 1.91% 13

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

Fingerlakes Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.51% in Q2 2026, buying an estimated $4.01K and bringing the position to 8,292 shares worth $800K. The position accounts for 0.43% of the portfolio, ranked #51.

Fingerlakes Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q4 2021. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Fingerlakes Wealth Management held 8,292 shares of Vanguard Real Estate ETF worth $800K as of Q2 2026.
  • Fingerlakes Wealth Management bought 42 Vanguard Real Estate ETF shares in Q2 2026, an estimated $4.01K.
  • Vanguard Real Estate ETF made up 0.43% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Fingerlakes Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Fingerlakes Wealth Management's Vanguard Real Estate ETF position peaked at $1.7M in Q4 2021.
  • 635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.