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Forum Financial Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Forum Financial 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 		$881K Sell
9,137
-1,150
-11% -$110K 0.01% 145
2026
Q1 		$912K Sell
10,287
-145
-1% -$13.3K 0.01% 132
2025
Q4 		$923K Buy
10,432
+432
+4% +$38.8K 0.01% 268
2025
Q3 		$914K Buy
10,000
+334
+3% +$30.3K 0.01% 260
2025
Q2 		$861K Sell
9,666
-127
-1% -$11.2K 0.01% 245
2025
Q1 		$887K Sell
9,793
-182
-2% -$16.5K 0.01% 227
2024
Q4 		$889K Buy
9,975
+139
+1% +$13.1K 0.01% 222
2024
Q3 		$958K Buy
9,836
+292
+3% +$26.9K 0.02% 195
2024
Q2 		$799K Sell
9,544
-525
-5% -$43.4K 0.01% 213
2024
Q1 		$871K Sell
10,069
-75
-0.7% -$6.41K 0.01% 209
2023
Q4 		$896K Buy
10,144
+209
+2% +$16.6K 0.02% 181
2023
Q3 		$752K Sell
9,935
-519
-5% -$42.8K 0.02% 197
2023
Q2 		$874K Buy
10,454
+5,299
+103% +$434K 0.02% 177
2023
Q1 		$428K Buy
5,155
+731
+17% +$62.8K 0.01% 302
2022
Q4 		$365K Sell
4,424
-685
-13% -$56.8K 0.01% 338
2022
Q3 		$410K Sell
5,109
-200
-4% -$18.7K 0.02% 267
2022
Q2 		$484K Buy
5,309
+2,013
+61% +$201K 0.02% 240
2022
Q1 		$357K Sell
3,296
-102
-3% -$10.8K 0.02% 321
2021
Q4 		$394K Buy
+3,398
New +$371K 0.02% 313

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

Forum Financial Management's VNQ Position: Q2 2026 in Review

Forum Financial Management reduced its Vanguard Real Estate ETF (VNQ) stake by 11% in Q2 2026, selling an estimated $110K and leaving 9,137 shares worth $881K. The position accounts for 0.01% of the portfolio, ranked #145.

Forum Financial Management first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $958K in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Forum Financial Management held 9,137 shares of Vanguard Real Estate ETF worth $881K as of Q2 2026.
  • Forum Financial Management sold 1,150 Vanguard Real Estate ETF shares in Q2 2026, an estimated $110K.
  • Vanguard Real Estate ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #145 holding.
  • Forum Financial Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Vanguard Real Estate ETF position peaked at $958K in Q3 2024.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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