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Fortis Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Fortis Capital 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 		$218K Hold
2,258
– – 0.02% 221
2026
Q1 		$200K Sell
2,258
-513
-19% -$47K 0.02% 204
2025
Q4 		$245K Buy
2,771
+517
+23% +$46.5K 0.03% 177
2025
Q3 		$206K Hold
2,254
– – 0.03% 170
2025
Q2 		$201K Buy
2,254
+21
+0.9% +$1.85K 0.03% 163
2025
Q1 		$202K Sell
2,233
-912
-29% -$82.8K 0.04% 141
2024
Q4 		$280K Buy
+3,145
New +$297K 0.05% 110

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

Fortis Capital Management's VNQ Position: Q2 2026 in Review

Fortis Capital Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 2,258 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #221.

Fortis Capital Management first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $280K in Q4 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Fortis Capital Management held 2,258 shares of Vanguard Real Estate ETF worth $218K as of Q2 2026.
  • Fortis Capital Management left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.02% of Fortis Capital Management's portfolio in Q2 2026, its #221 holding.
  • Fortis Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Fortis Capital Management's Vanguard Real Estate ETF position peaked at $280K in Q4 2024.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.