HWM
VNQ icon

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

HB 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 		$3.92M Sell
40,678
-2,210
-5% -$211K 0.02% 318
2026
Q1 		$3.8M Sell
42,888
-24,211
-36% -$2.22M 0.02% 302
2025
Q4 		$5.94M Sell
67,099
-1,891
-3% -$170K 0.04% 233
2025
Q3 		$6.31M Buy
68,990
+46,928
+213% +$4.26M 0.04% 225
2025
Q2 		$1.96M Sell
22,062
-8,719
-28% -$769K 0.02% 379
2025
Q1 		$2.79M Buy
30,781
+10,847
+54% +$984K 0.02% 319
2024
Q4 		$1.77M Sell
19,934
-1,324
-6% -$125K 0.02% 302
2024
Q3 		$2.07M Buy
21,258
+6,188
+41% +$570K 0.02% 271
2024
Q2 		$1.26M Sell
15,070
-2,658
-15% -$219K 0.01% 323
2024
Q1 		$1.53M Sell
17,728
-196
-1% -$16.7K 0.02% 291
2023
Q4 		$1.58M Sell
17,924
-2,324
-11% -$184K 0.02% 257
2023
Q3 		$1.53M Sell
20,248
-2,206
-10% -$182K 0.02% 248
2023
Q2 		$1.88M Sell
22,454
-3,995
-15% -$327K 0.03% 210
2023
Q1 		$2.2M Sell
26,449
-4,131
-14% -$355K 0.04% 188
2022
Q4 		$2.52M Buy
30,580
+4,201
+16% +$348K 0.05% 174
2022
Q3 		$2.12M Buy
26,379
+3,215
+14% +$301K 0.05% 171
2022
Q2 		$2.11M Buy
23,164
+154
+0.7% +$15.3K 0.04% 169
2022
Q1 		$2.49M Buy
23,010
+10,936
+91% +$1.16M 0.05% 160
2021
Q4 		$1.4M Buy
+12,074
New +$1.32M 0.03% 196

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

HB Wealth Management's VNQ Position: Q2 2026 in Review

HB Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 5.2% in Q2 2026, selling an estimated $211K and leaving 40,678 shares worth $3.92M. The position accounts for 0.02% of the portfolio, ranked #318.

HB Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.31M in Q3 2025. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • HB Wealth Management held 40,678 shares of Vanguard Real Estate ETF worth $3.92M as of Q2 2026.
  • HB Wealth Management sold 2,210 Vanguard Real Estate ETF shares in Q2 2026, an estimated $211K.
  • Vanguard Real Estate ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #318 holding.
  • HB Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Vanguard Real Estate ETF position peaked at $6.31M in Q3 2025.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.