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Foundation Wealth Management (Pennsylvania)’s Vanguard Real Estate ETF VNQ Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$1.98M Sell
20,559
-6,085
-23% -$582K 0.6% 34
2026
Q1 		$2.36M Sell
26,644
-6,985
-21% -$640K 0.83% 28
2025
Q4 		$2.98M Sell
33,629
-38,327
-53% -$3.44M 1.08% 22
2025
Q3 		$6.58M Sell
71,956
-32,110
-31% -$2.91M 2.55% 13
2025
Q2 		$9.27M Sell
104,066
-2,332
-2% -$206K 4.01% 6
2025
Q1 		$9.63M Sell
106,398
-3,006
-3% -$273K 4.59% 5
2024
Q4 		$9.75M Buy
+109,404
New +$10.3M 4.72% 5

Other funds holding VNQ

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Foundation Wealth Management (Pennsylvania)'s VNQ Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its Vanguard Real Estate ETF (VNQ) stake by 23% in Q2 2026, selling an estimated $582K and leaving 20,559 shares worth $1.98M. The position accounts for 0.6% of the portfolio, ranked #34.

Foundation Wealth Management (Pennsylvania) first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.75M in Q4 2024. 997 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 20,559 shares of Vanguard Real Estate ETF worth $1.98M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 6,085 Vanguard Real Estate ETF shares in Q2 2026, an estimated $582K.
  • Vanguard Real Estate ETF made up 0.6% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #34 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s Vanguard Real Estate ETF position peaked at $9.75M in Q4 2024.
  • 997 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.