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Intentional Wealth Strategies’s Vanguard Real Estate ETF VNQ Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-1,151
Closed -$102K – 866
2026
Q1 		$102K Buy
+1,151
New +$106K 0.1% 102

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Intentional Wealth Strategies's VNQ Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 1,151 shares — an estimated $102K sold.

Intentional Wealth Strategies first reported a position in VNQ in Q1 2026 and held it in 1 quarter. The position peaked at $102K in Q1 2026. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 1,151 Vanguard Real Estate ETF shares in Q2 2026, an estimated $102K.
  • Intentional Wealth Strategies first reported a position in Vanguard Real Estate ETF in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Vanguard Real Estate ETF position peaked at $102K in Q1 2026.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.