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FSM Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

FSM Wealth Advisors’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 		$956K Buy
9,909
+176
+2% +$16.8K 0.1% 112
2026
Q1 		$863K Buy
9,733
+1,003
+11% +$92K 0.11% 106
2025
Q4 		$773K Buy
8,730
+1,392
+19% +$125K 0.11% 110
2025
Q3 		$671K Buy
7,338
+18
+0.2% +$1.63K 0.09% 130
2025
Q2 		$653K Buy
7,320
+294
+4% +$25.9K 0.11% 123
2025
Q1 		$636K Buy
7,026
+4,712
+204% +$428K 0.14% 91
2024
Q4 		$208K Buy
2,314
+78
+3% +$7.37K 0.05% 189
2024
Q3 		$218K Buy
+2,236
New +$206K 0.06% 175

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

FSM Wealth Advisors's VNQ Position: Q2 2026 in Review

FSM Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 1.8% in Q2 2026, buying an estimated $16.8K and bringing the position to 9,909 shares worth $956K. The position accounts for 0.1% of the portfolio, ranked #112.

FSM Wealth Advisors first reported a position in VNQ in Q3 2024 and has held it in 8 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • FSM Wealth Advisors held 9,909 shares of Vanguard Real Estate ETF worth $956K as of Q2 2026.
  • FSM Wealth Advisors bought 176 Vanguard Real Estate ETF shares in Q2 2026, an estimated $16.8K.
  • Vanguard Real Estate ETF made up 0.1% of FSM Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • FSM Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.