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

GEN 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 		– Sell
-3,709
Closed -$329K – 55
2026
Q1 		$329K Sell
3,709
-512
-12% -$46.9K 0.2% 43
2025
Q4 		$374K Sell
4,221
-102
-2% -$9.17K 0.24% 36
2025
Q3 		$395K Buy
4,323
+354
+9% +$32.1K 0.34% 34
2025
Q2 		$353K Buy
3,969
+84
+2% +$7.41K 0.29% 36
2025
Q1 		$352K Buy
+3,885
New +$353K 0.24% 36

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

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

GEN Financial Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 3,709 shares — an estimated $329K sold.

GEN Financial Management first reported a position in VNQ in Q1 2025 and held it in 5 quarters. The position peaked at $395K in Q3 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • GEN Financial Management reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • GEN Financial Management sold 3,709 Vanguard Real Estate ETF shares in Q2 2026, an estimated $329K.
  • GEN Financial Management first reported a position in Vanguard Real Estate ETF in Q1 2025 and held it in 5 quarters.
  • GEN Financial Management's Vanguard Real Estate ETF position peaked at $395K in Q3 2025.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.