GWM
VNQ icon

Gilpin Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Gilpin Wealth 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
Q3 		$341K Hold
3,800
– – 0.23% 98
2026
Q2 		$366K Hold
3,800
– – 0.25% 94
2026
Q1 		$337K Hold
3,800
– – 0.27% 85
2025
Q4 		$336K Buy
+3,800
New +$341K 0.27% 85

Other funds holding VNQ

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Gilpin Wealth Management's VNQ Position: Q3 2026 in Review

Gilpin Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2026 at 3,800 shares worth $341K. The position accounts for 0.23% of the portfolio, ranked #98.

Gilpin Wealth Management first reported a position in VNQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $366K in Q2 2026. 110 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Gilpin Wealth Management held 3,800 shares of Vanguard Real Estate ETF worth $341K as of Q3 2026.
  • Gilpin Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q3 2026.
  • Vanguard Real Estate ETF made up 0.23% of Gilpin Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Gilpin Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Vanguard Real Estate ETF position peaked at $366K in Q2 2026.
  • 110 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.