Gen-Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Gen-Wealth Partners’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	$30.2K	Buy	313 +6	+2%	+$573	0.01%	459
2026 Q1	$27.2K	Buy	307 +1	+0.3%	+$92	0.01%	445
2025 Q4	$27K	Buy	306 +11	+4%	+$989	0.01%	448
2025 Q3	$27K	Buy	295 +6	+2%	+$544	0.01%	438
2025 Q2	$25.7K	Buy	289 +7	+2%	+$617	0.01%	393
2025 Q1	$25.5K	Buy	282 +5	+2%	+$454	0.01%	390
2024 Q4	$24.7K	Buy	277 +2	+0.7%	+$189	0.01%	416
2024 Q3	$26.4K	Buy	+275	New	+$25.3K	0.01%	428

Other funds holding VNQ

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Gen-Wealth Partners's VNQ Position: Q2 2026 in Review

Gen-Wealth Partners increased its Vanguard Real Estate ETF (VNQ) stake by 2% in Q2 2026, buying an estimated $573 and bringing the position to 313 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #459.

Gen-Wealth Partners first reported a position in VNQ in Q3 2024 and has held it in 8 quarters since. 1,295 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Gen-Wealth Partners held 313 shares of Vanguard Real Estate ETF worth $30.2K as of Q2 2026.
Gen-Wealth Partners bought 6 Vanguard Real Estate ETF shares in Q2 2026, an estimated $573.
Vanguard Real Estate ETF made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #459 holding.
Gen-Wealth Partners first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
1,295 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.