IPW
VNQ icon

Intergy Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Intergy Private Wealth’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 		$3.96M Buy
41,061
+1,721
+4% +$164K 0.91% 23
2026
Q1 		$3.49M Buy
39,340
+721
+2% +$66.1K 1.02% 21
2025
Q4 		$3.42M Buy
38,619
+970
+3% +$87.2K 1.03% 21
2025
Q3 		$3.44M Buy
37,649
+2,095
+6% +$190K 1.08% 21
2025
Q2 		$3.17M Buy
35,554
+618
+2% +$54.5K 1.08% 22
2025
Q1 		$3.16M Buy
34,936
+152
+0.4% +$13.8K 1.2% 21
2024
Q4 		$3.1M Buy
34,784
+607
+2% +$57.4K 1.16% 21
2024
Q3 		$3.33M Buy
34,177
+1,464
+4% +$135K 1.27% 18
2024
Q2 		$2.74M Buy
32,713
+1,864
+6% +$154K 1.13% 20
2024
Q1 		$2.67M Buy
30,849
+751
+2% +$64.2K 1.1% 19
2023
Q4 		$2.66M Buy
30,098
+10,542
+54% +$835K 1.15% 20
2023
Q3 		$1.48M Buy
19,556
+462
+2% +$38.1K 0.74% 27
2023
Q2 		$1.6M Buy
19,094
+867
+5% +$71K 0.78% 29
2023
Q1 		$1.51M Buy
18,227
+1,399
+8% +$120K 0.85% 27
2022
Q4 		$1.39M Buy
16,828
+2,041
+14% +$169K 0.87% 26
2022
Q3 		$1.19M Buy
14,787
+1,593
+12% +$149K 0.84% 25
2022
Q2 		$1.2M Sell
13,194
-40
-0.3% -$3.99K 0.95% 20
2022
Q1 		$1.43M Buy
13,234
+3,235
+32% +$342K 1% 20
2021
Q4 		$1.16M Buy
+9,999
New +$1.09M 0.91% 26

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Intergy Private Wealth's VNQ Position: Q2 2026 in Review

Intergy Private Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 4.4% in Q2 2026, buying an estimated $164K and bringing the position to 41,061 shares worth $3.96M. The position accounts for 0.91% of the portfolio, ranked #23.

Intergy Private Wealth first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. 434 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Intergy Private Wealth held 41,061 shares of Vanguard Real Estate ETF worth $3.96M as of Q2 2026.
  • Intergy Private Wealth bought 1,721 Vanguard Real Estate ETF shares in Q2 2026, an estimated $164K.
  • Vanguard Real Estate ETF made up 0.91% of Intergy Private Wealth's portfolio in Q2 2026, its #23 holding.
  • Intergy Private Wealth first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • 434 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.