HWA
VNQ icon

HHM Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

HHM Wealth 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 		$30.7M Buy
318,158
+13,909
+5% +$1.33M 3.08% 7
2026
Q1 		$27M Buy
304,249
+15,356
+5% +$1.41M 3.11% 6
2025
Q4 		$25.6M Sell
288,893
-16,098
-5% -$1.45M 3.01% 8
2025
Q3 		$27.9M Buy
304,991
+19,313
+7% +$1.75M 3.23% 7
2025
Q2 		$25.4M Buy
285,678
+6,083
+2% +$537K 3.02% 8
2025
Q1 		$25.3M Buy
279,595
+13,980
+5% +$1.27M 3.41% 7
2024
Q4 		$23.7M Buy
265,615
+8,863
+3% +$837K 3.22% 7
2024
Q3 		$25M Buy
256,752
+9,456
+4% +$871K 3.55% 7
2024
Q2 		$20.7M Buy
247,296
+17,968
+8% +$1.48M 3.12% 8
2024
Q1 		$19.8M Sell
229,328
-3,767
-2% -$322K 3.26% 7
2023
Q4 		$20.6M Buy
233,095
+8,014
+4% +$635K 3.58% 7
2023
Q3 		$17M Buy
225,081
+28,976
+15% +$2.39M 3.33% 7
2023
Q2 		$16.4M Buy
196,105
+20,161
+11% +$1.65M 3.07% 7
2023
Q1 		$14.6M Buy
175,944
+35,945
+26% +$3.09M 2.98% 7
2022
Q4 		$11.5M Buy
139,999
+7,240
+5% +$600K 2.64% 7
2022
Q3 		$10.6M Buy
132,759
+5,026
+4% +$470K 2.8% 6
2022
Q2 		$11.6M Buy
127,733
+7,034
+6% +$701K 2.98% 5
2022
Q1 		$13.1M Buy
120,699
+14,527
+14% +$1.54M 3.06% 5
2021
Q4 		$12.3M Buy
106,172
+7,895
+8% +$862K 2.97% 6
2021
Q3 		$10M Buy
98,277
+1,826
+2% +$194K 2.72% 6
2021
Q2 		$9.82M Buy
96,451
+9,710
+11% +$963K 2.67% 6
2021
Q1 		$7.97M Buy
86,741
+85,529
+7,057% +$7.52M 2.47% 6
2020
Q4 		$103K Hold
1,212
– – 0.04% 167
2020
Q3 		$96K Hold
1,212
– – 0.04% 157
2020
Q2 		$95K Hold
1,212
– – 0.04% 151
2020
Q1 		$85K Buy
+1,212
New +$106K 0.04% 135

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HHM Wealth Advisors's VNQ Position: Q2 2026 in Review

HHM Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 4.6% in Q2 2026, buying an estimated $1.33M and bringing the position to 318,158 shares worth $30.7M. The position accounts for 3.08% of the portfolio, ranked #7.

HHM Wealth Advisors first reported a position in VNQ in Q1 2020 and has held it in 26 quarters since. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • HHM Wealth Advisors held 318,158 shares of Vanguard Real Estate ETF worth $30.7M as of Q2 2026.
  • HHM Wealth Advisors bought 13,909 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.33M.
  • Vanguard Real Estate ETF made up 3.08% of HHM Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • HHM Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q1 2020 and has held it in 26 quarters since.
  • 635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.