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

Fonville 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 		$8.32M Buy
86,280
+1,310
+2% +$125K 1.36% 25
2026
Q1 		$7.54M Buy
84,970
+278
+0.3% +$25.5K 1.43% 24
2025
Q4 		$7.49M Buy
84,692
+6,168
+8% +$554K 1.53% 24
2025
Q3 		$7.18M Buy
78,524
+2,378
+3% +$216K 1.62% 21
2025
Q2 		$6.78M Buy
76,146
+9,818
+15% +$866K 1.72% 20
2025
Q1 		$6M Buy
66,328
+6,663
+11% +$605K 1.77% 20
2024
Q4 		$5.31M Buy
59,665
+8,108
+16% +$766K 1.76% 19
2024
Q3 		$5.02M Buy
51,557
+3,198
+7% +$294K 1.74% 20
2024
Q2 		$4.05M Buy
48,359
+6,738
+16% +$556K 1.61% 23
2024
Q1 		$3.6M Buy
41,621
+10,690
+35% +$913K 1.59% 22
2023
Q4 		$2.73M Buy
+30,931
New +$2.45M 1.45% 24

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

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

Fonville Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 1.5% in Q2 2026, buying an estimated $125K and bringing the position to 86,280 shares worth $8.32M. The position accounts for 1.36% of the portfolio, ranked #25.

Fonville Wealth Management first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Fonville Wealth Management held 86,280 shares of Vanguard Real Estate ETF worth $8.32M as of Q2 2026.
  • Fonville Wealth Management bought 1,310 Vanguard Real Estate ETF shares in Q2 2026, an estimated $125K.
  • Vanguard Real Estate ETF made up 1.36% of Fonville Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Fonville Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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