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

Golden State 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 Q2	$123K	Buy	1,275 +916	+255%	+$87.5K	0.01%	518
2026 Q1	$31.9K	Buy	359 +44	+14%	+$4.04K	﹤0.01%	801
2025 Q4	$27.9K	Buy	315 +2	+0.6%	+$180	﹤0.01%	841
2025 Q3	$28.6K	Buy	313 +3	+1%	+$272	﹤0.01%	826
2025 Q2	$27.7K	Sell	310 -28	-8%	-$2.47K	﹤0.01%	800
2025 Q1	$30.6K	Sell	338 -126	-27%	-$11.4K	﹤0.01%	701
2024 Q4	$41.4K	Buy	+464	New	+$43.8K	0.01%	614
2020 Q2	–	Sell	-205	Closed	-$14K	–	918
2020 Q1	$14K	Buy	+205	New	+$18K	0.01%	562
2019 Q4	–	Sell	-746	Closed	-$70K	–	925
2019 Q3	$70K	Buy	746 +30	+4%	+$2.72K	0.02%	368
2019 Q2	$62K	Hold	716	–	–	0.02%	407
2019 Q1	$62K	Buy	+716	New	+$59.1K	0.02%	401

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

Golden State Wealth Management's VNQ Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 255% in Q2 2026, buying an estimated $87.5K and bringing the position to 1,275 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #518.

Golden State Wealth Management first reported a position in VNQ in Q1 2019 and has held it in 11 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Golden State Wealth Management held 1,275 shares of Vanguard Real Estate ETF worth $123K as of Q2 2026.
Golden State Wealth Management bought 916 Vanguard Real Estate ETF shares in Q2 2026, an estimated $87.5K.
Vanguard Real Estate ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #518 holding.
Golden State Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2019 and has held it in 11 quarters since.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.