Fountainhead AM’s Vanguard Real Estate ETF VNQ Stock Holding History

Fountainhead AM’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	$216K	Buy	2,241 +12	+0.5%	+$1.15K	0.16%	90
2026 Q1	$198K	Buy	2,229 +5	+0.2%	+$458	0.18%	96
2025 Q4	$197K	Sell	2,224 -587	-21%	-$52.8K	0.29%	63
2025 Q3	$257K	Buy	+2,811	New	+$255K	0.03%	196
2024 Q2	–	Sell	-2,400	Closed	-$208K	–	150
2024 Q1	$208K	Buy	2,400 +126	+6%	+$10.8K	0.05%	126
2023 Q4	$201K	Buy	+2,274	New	+$180K	0.06%	112
2022 Q3	–	Sell	-2,259	Closed	-$206K	–	82
2022 Q2	$206K	Buy	2,259 +304	+16%	+$30.3K	0.11%	63
2022 Q1	$212K	Buy	1,955 +27	+1%	+$2.86K	0.09%	68
2021 Q4	$224K	Buy	+1,928	New	+$211K	0.1%	69

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Fountainhead AM's VNQ Position: Q2 2026 in Review

Fountainhead AM increased its Vanguard Real Estate ETF (VNQ) stake by 0.54% in Q2 2026, buying an estimated $1.15K and bringing the position to 2,241 shares worth $216K. The position accounts for 0.16% of the portfolio, ranked #90.

Fountainhead AM first reported a position in VNQ in Q4 2021 and has held it in 9 quarters since. The position peaked at $257K in Q3 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Fountainhead AM held 2,241 shares of Vanguard Real Estate ETF worth $216K as of Q2 2026.
Fountainhead AM bought 12 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Real Estate ETF made up 0.16% of Fountainhead AM's portfolio in Q2 2026, its #90 holding.
Fountainhead AM first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 9 quarters since.
Fountainhead AM's Vanguard Real Estate ETF position peaked at $257K in Q3 2025.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.