Heck Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Heck Capital Advisors’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	$268K	Sell	2,778 -2,505	-47%	-$239K	0.02%	194
2026 Q1	$469K	Buy	5,283 +25	+0.5%	+$2.29K	0.03%	151
2025 Q4	$465K	Hold	5,258	–	–	0.03%	154
2025 Q3	$481K	Hold	5,258	–	–	0.04%	149
2025 Q2	$468K	Buy	5,258 +4,039	+331%	+$356K	0.04%	137
2025 Q1	$110K	Sell	1,219 -484	-28%	-$43.9K	0.01%	161
2024 Q4	$152K	Buy	1,703 +1,672	+5,394%	+$158K	0.01%	273
2024 Q3	$3.02K	Hold	31	–	–	﹤0.01%	196
2024 Q2	$2.6K	Hold	31	–	–	﹤0.01%	193
2024 Q1	$2.68K	Hold	31	–	–	﹤0.01%	189
2023 Q4	$2.74K	Hold	31	–	–	﹤0.01%	184
2023 Q3	$2.35K	Hold	31	–	–	﹤0.01%	180
2023 Q2	$2.59K	Hold	31	–	–	﹤0.01%	157
2023 Q1	$2.57K	Buy	+31	New	+$2.66K	﹤0.01%	147

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

Heck Capital Advisors's VNQ Position: Q2 2026 in Review

Heck Capital Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 47% in Q2 2026, selling an estimated $239K and leaving 2,778 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #194.

Heck Capital Advisors first reported a position in VNQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $481K in Q3 2025. 1,800 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Heck Capital Advisors held 2,778 shares of Vanguard Real Estate ETF worth $268K as of Q2 2026.
Heck Capital Advisors sold 2,505 Vanguard Real Estate ETF shares in Q2 2026, an estimated $239K.
Vanguard Real Estate ETF made up 0.02% of Heck Capital Advisors's portfolio in Q2 2026, its #194 holding.
Heck Capital Advisors first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
Heck Capital Advisors's Vanguard Real Estate ETF position peaked at $481K in Q3 2025.
1,800 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.