GWN Securities’s Vanguard Real Estate ETF VNQ Stock Holding History

GWN Securities’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	$424K	Buy	4,397 +60	+1%	+$5.73K	0.07%	329
2026 Q1	$385K	Buy	4,337 +150	+4%	+$13.8K	0.07%	300
2025 Q4	$371K	Sell	4,187 -322	-7%	-$28.9K	0.08%	276
2025 Q3	$413K	Sell	4,509 -3,159	-41%	-$287K	0.1%	232
2025 Q2	$683K	Sell	7,668 -49,681	-87%	-$4.38M	0.13%	166
2025 Q1	$5.03M	Buy	57,349 +53,715	+1,478%	+$4.88M	0.28%	83
2024 Q4	$330K	Buy	+3,634	New	+$343K	0.09%	226

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

GWN Securities's VNQ Position: Q2 2026 in Review

GWN Securities increased its Vanguard Real Estate ETF (VNQ) stake by 1.4% in Q2 2026, buying an estimated $5.73K and bringing the position to 4,397 shares worth $424K. The position accounts for 0.07% of the portfolio, ranked #329.

GWN Securities first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.03M in Q1 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

GWN Securities held 4,397 shares of Vanguard Real Estate ETF worth $424K as of Q2 2026.
GWN Securities bought 60 Vanguard Real Estate ETF shares in Q2 2026, an estimated $5.73K.
Vanguard Real Estate ETF made up 0.07% of GWN Securities's portfolio in Q2 2026, its #329 holding.
GWN Securities first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's Vanguard Real Estate ETF position peaked at $5.03M in Q1 2025.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.