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Flywheel Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Flywheel Private 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 		$288K Hold
2,984
– – 0.14% 83
2026
Q1 		$265K Sell
2,984
-300
-9% -$27.5K 0.15% 84
2025
Q4 		$291K Buy
3,284
+365
+13% +$32.8K 0.18% 63
2025
Q3 		$267K Buy
+2,919
New +$265K 0.21% 68

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Flywheel Private Wealth's VNQ Position: Q2 2026 in Review

Flywheel Private Wealth held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 2,984 shares worth $288K. The position accounts for 0.14% of the portfolio, ranked #83.

Flywheel Private Wealth first reported a position in VNQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $291K in Q4 2025. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Flywheel Private Wealth held 2,984 shares of Vanguard Real Estate ETF worth $288K as of Q2 2026.
  • Flywheel Private Wealth left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.14% of Flywheel Private Wealth's portfolio in Q2 2026, its #83 holding.
  • Flywheel Private Wealth first reported a position in Vanguard Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • Flywheel Private Wealth's Vanguard Real Estate ETF position peaked at $291K in Q4 2025.
  • 897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.