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

Integris 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
Q2 		$1.32M Sell
13,740
-787
-5% -$75.2K 0.27% 31
2026
Q1 		$1.29M Sell
14,527
-807
-5% -$74K 0.3% 29
2025
Q4 		$1.36M Sell
15,334
-11
-0.1% -$989 0.31% 31
2025
Q3 		$1.4M Sell
15,345
-10
-0.1% -$907 0.34% 29
2025
Q2 		$1.37M Sell
15,355
-422
-3% -$37.2K 0.36% 25
2025
Q1 		$1.43M Sell
15,777
-112
-0.7% -$10.2K 0.41% 24
2024
Q4 		$1.42M Sell
15,889
-432
-3% -$40.8K 0.4% 25
2024
Q3 		$1.59M Sell
16,321
-43
-0.3% -$3.96K 0.44% 25
2024
Q2 		$1.37M Sell
16,364
-4,335
-21% -$358K 0.4% 27
2024
Q1 		$1.79M Sell
20,699
-2,307
-10% -$197K 0.49% 25
2023
Q4 		$2.03M Sell
23,006
-8,260
-26% -$655K 0.6% 25
2023
Q3 		$2.37M Sell
31,266
-148,015
-83% -$12.2M 0.78% 23
2023
Q2 		$15M Buy
179,281
+13,588
+8% +$1.11M 5.3% 4
2023
Q1 		$13.8M Buy
165,693
+6,699
+4% +$576K 5.05% 4
2022
Q4 		$13.1M Buy
+158,994
New +$13.2M 5.12% 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

Integris Wealth Management's VNQ Position: Q2 2026 in Review

Integris Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 5.4% in Q2 2026, selling an estimated $75.2K and leaving 13,740 shares worth $1.32M. The position accounts for 0.27% of the portfolio, ranked #31.

Integris Wealth Management first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $15M in Q2 2023. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Integris Wealth Management held 13,740 shares of Vanguard Real Estate ETF worth $1.32M as of Q2 2026.
  • Integris Wealth Management sold 787 Vanguard Real Estate ETF shares in Q2 2026, an estimated $75.2K.
  • Vanguard Real Estate ETF made up 0.27% of Integris Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Integris Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Integris Wealth Management's Vanguard Real Estate ETF position peaked at $15M in Q2 2023.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.