High Point Wealth Management
VNQ icon

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

High Point 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
Q3 		$8.96K Hold
100
– – 0.01% 239
2026
Q2 		$9.6K Hold
100
– – 0.01% 217
2026
Q1 		$8.87K Buy
+100
New +$9.17K 0.01% 217

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Bank of New York Mellon
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SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

High Point Wealth Management's VNQ Position: Q3 2026 in Review

High Point Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2026 at 100 shares worth $8.96K. The position accounts for 0.01% of the portfolio, ranked #239.

High Point Wealth Management first reported a position in VNQ in Q1 2026 and has held it in 3 quarters since. The position peaked at $9.6K in Q2 2026. 1,272 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • High Point Wealth Management held 100 shares of Vanguard Real Estate ETF worth $8.96K as of Q3 2026.
  • High Point Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q3 2026.
  • Vanguard Real Estate ETF made up 0.01% of High Point Wealth Management's portfolio in Q3 2026, its #239 holding.
  • High Point Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2026 and has held it in 3 quarters since.
  • High Point Wealth Management's Vanguard Real Estate ETF position peaked at $9.6K in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.