IWN
VNQ icon

Independent Wealth Network’s Vanguard Real Estate ETF VNQ Stock Holding History

Independent Wealth Network’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 		$454K Buy
4,709
+64
+1% +$6.12K 0.12% 195
2026
Q1 		$412K Sell
4,645
-7,001
-60% -$642K 0.12% 188
2025
Q4 		$1.03M Sell
11,646
-406
-3% -$36.5K 0.31% 81
2025
Q3 		$1.1M Buy
12,052
+442
+4% +$40.1K 0.35% 70
2025
Q2 		$1.03M Buy
11,610
+772
+7% +$68.1K 0.38% 70
2025
Q1 		$981K Buy
10,838
+510
+5% +$46.3K 0.39% 68
2024
Q4 		$920K Buy
10,328
+598
+6% +$56.5K 0.37% 73
2024
Q3 		$948K Sell
9,730
-312
-3% -$28.7K 0.42% 62
2024
Q2 		$841K Sell
10,042
-154
-2% -$12.7K 0.39% 68
2024
Q1 		$882K Sell
10,196
-5
-0% -$427 0.41% 62
2023
Q4 		$901K Buy
10,201
+1,671
+20% +$132K 0.47% 54
2023
Q3 		$645K Sell
8,530
-379
-4% -$31.3K 0.4% 64
2023
Q2 		$744K Buy
8,909
+400
+5% +$32.8K 0.45% 58
2023
Q1 		$707K Sell
8,509
-460
-5% -$39.5K 0.45% 51
2022
Q4 		$740K Buy
8,969
+478
+6% +$39.6K 0.51% 42
2022
Q3 		$681K Sell
8,491
-105
-1% -$9.82K 0.53% 43
2022
Q2 		$783K Sell
8,596
-9
-0.1% -$897 0.56% 40
2022
Q1 		$932K Buy
8,605
+207
+2% +$21.9K 0.59% 42
2021
Q4 		$974K Buy
8,398
+72
+0.9% +$7.86K 0.6% 42
2021
Q3 		$920K Buy
+8,326
New +$883K 0.6% 40

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
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
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Independent Wealth Network's VNQ Position: Q2 2026 in Review

Independent Wealth Network increased its Vanguard Real Estate ETF (VNQ) stake by 1.4% in Q2 2026, buying an estimated $6.12K and bringing the position to 4,709 shares worth $454K. The position accounts for 0.12% of the portfolio, ranked #195.

Independent Wealth Network first reported a position in VNQ in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.1M in Q3 2025. 571 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Independent Wealth Network held 4,709 shares of Vanguard Real Estate ETF worth $454K as of Q2 2026.
  • Independent Wealth Network bought 64 Vanguard Real Estate ETF shares in Q2 2026, an estimated $6.12K.
  • Vanguard Real Estate ETF made up 0.12% of Independent Wealth Network's portfolio in Q2 2026, its #195 holding.
  • Independent Wealth Network first reported a position in Vanguard Real Estate ETF in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's Vanguard Real Estate ETF position peaked at $1.1M in Q3 2025.
  • 571 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.