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Fort Henry Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Fort Henry Capital’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 		$16.1M Buy
166,661
+978
+0.6% +$93.5K 8.85% 5
2026
Q1 		$14.7M Buy
165,683
+6,080
+4% +$558K 8.89% 5
2025
Q4 		$14.1M Buy
159,603
+11,120
+7% +$999K 8.65% 5
2025
Q3 		$13.6M Buy
148,483
+3,432
+2% +$311K 8.62% 5
2025
Q2 		$12.9M Buy
145,051
+2,302
+2% +$203K 8.68% 5
2025
Q1 		$12.9M Buy
142,749
+4,455
+3% +$404K 9.28% 5
2024
Q4 		$12.3M Sell
138,294
-4,301
-3% -$406K 8.81% 5
2024
Q3 		$13.9M Sell
142,595
-220
-0.2% -$20.3K 9.45% 5
2024
Q2 		$12M Buy
142,815
+4,210
+3% +$348K 8.61% 5
2024
Q1 		$12M Buy
138,605
+6,353
+5% +$543K 8.84% 5
2023
Q4 		$11.7M Buy
132,252
+5,448
+4% +$432K 9.04% 5
2023
Q3 		$9.59M Sell
126,804
-2,338
-2% -$193K 8.21% 5
2023
Q2 		$10.8M Buy
129,142
+5,918
+5% +$485K 8.69% 5
2023
Q1 		$10.2M Buy
123,224
+5,721
+5% +$492K 8.57% 5
2022
Q4 		$9.69M Buy
117,503
+7,160
+6% +$594K 8.77% 5
2022
Q3 		$8.85M Buy
110,343
+1,964
+2% +$184K 8.61% 5
2022
Q2 		$9.87M Buy
108,379
+3,165
+3% +$315K 9.22% 5
2022
Q1 		$11.4M Buy
105,214
+1,738
+2% +$184K 9.83% 5
2021
Q4 		$12M Sell
103,476
-2,587
-2% -$283K 10.01% 5
2021
Q3 		$10.8M Sell
106,063
-144
-0.1% -$15.3K 9.5% 5
2021
Q2 		$10.8M Sell
106,207
-983
-0.9% -$97.5K 9.5% 5
2021
Q1 		$9.85M Buy
107,190
+2,827
+3% +$248K 9.32% 5
2020
Q4 		$8.86M Buy
+104,363
New +$8.66M 8.86% 5

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

Fort Henry Capital's VNQ Position: Q2 2026 in Review

Fort Henry Capital increased its Vanguard Real Estate ETF (VNQ) stake by 0.59% in Q2 2026, buying an estimated $93.5K and bringing the position to 166,661 shares worth $16.1M. The position accounts for 8.85% of the portfolio, ranked #5.

Fort Henry Capital first reported a position in VNQ in Q4 2020 and has held it in 23 quarters since. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Fort Henry Capital held 166,661 shares of Vanguard Real Estate ETF worth $16.1M as of Q2 2026.
  • Fort Henry Capital bought 978 Vanguard Real Estate ETF shares in Q2 2026, an estimated $93.5K.
  • Vanguard Real Estate ETF made up 8.85% of Fort Henry Capital's portfolio in Q2 2026, its #5 holding.
  • Fort Henry Capital first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Fort Henry Capital's 13F filing for Q2 2026, filed 15 Jul 2026.