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Heritage Wealth Management (Texas)’s Vanguard Real Estate ETF VNQ Stock Holding History

Heritage Wealth Management (Texas)’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 		$9.22M Buy
95,612
+940
+1% +$89.8K 3.55% 8
2026
Q1 		$8.4M Buy
94,672
+2,544
+3% +$233K 3.59% 9
2025
Q4 		$8.15M Buy
92,128
+10,572
+13% +$950K 3.54% 9
2025
Q3 		$7.46M Buy
81,556
+1,713
+2% +$155K 3.29% 9
2025
Q2 		$7.12M Sell
79,843
-24,420
-23% -$2.15M 3.54% 9
2025
Q1 		$9.44M Sell
104,263
-31,536
-23% -$2.86M 5.47% 7
2024
Q4 		$12.1M Buy
135,799
+9,527
+8% +$900K 7.12% 4
2024
Q3 		$12.3M Buy
126,272
+832
+0.7% +$76.6K 7.13% 4
2024
Q2 		$10.5M Buy
125,440
+12,591
+11% +$1.04M 6.55% 4
2024
Q1 		$9.76M Buy
112,849
+1,879
+2% +$161K 6.34% 4
2023
Q4 		$9.81M Sell
110,970
-1,053
-0.9% -$83.5K 6.91% 4
2023
Q3 		$8.48M Buy
112,023
+1,911
+2% +$158K 7.69% 4
2023
Q2 		$9.2M Buy
110,112
+3,683
+3% +$302K 8.15% 4
2023
Q1 		$8.84M Buy
106,429
+2,320
+2% +$199K 8.51% 4
2022
Q4 		$8.59M Buy
+104,109
New +$8.63M 8.71% 4

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

Heritage Wealth Management (Texas)'s VNQ Position: Q2 2026 in Review

Heritage Wealth Management (Texas) increased its Vanguard Real Estate ETF (VNQ) stake by 0.99% in Q2 2026, buying an estimated $89.8K and bringing the position to 95,612 shares worth $9.22M. The position accounts for 3.55% of the portfolio, ranked #8.

Heritage Wealth Management (Texas) first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.3M in Q3 2024. 1,809 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Heritage Wealth Management (Texas) held 95,612 shares of Vanguard Real Estate ETF worth $9.22M as of Q2 2026.
  • Heritage Wealth Management (Texas) bought 940 Vanguard Real Estate ETF shares in Q2 2026, an estimated $89.8K.
  • Vanguard Real Estate ETF made up 3.55% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #8 holding.
  • Heritage Wealth Management (Texas) first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Heritage Wealth Management (Texas)'s Vanguard Real Estate ETF position peaked at $12.3M in Q3 2024.
  • 1,809 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.