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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
Q3 		$3.78M Buy
42,130
+1,069
+3% +$104K 0.85% 25
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 		$1.18M 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
DF
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Intergy Private Wealth's VNQ Position: Q3 2026 in Review

Intergy Private Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 2.6% in Q3 2026, buying an estimated $104K and bringing the position to 42,130 shares worth $3.78M. The position accounts for 0.85% of the portfolio, ranked #25.

Intergy Private Wealth first reported a position in VNQ in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.96M in Q2 2026. 393 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Intergy Private Wealth held 42,130 shares of Vanguard Real Estate ETF worth $3.78M as of Q3 2026.
  • Intergy Private Wealth bought 1,069 Vanguard Real Estate ETF shares in Q3 2026, an estimated $104K.
  • Vanguard Real Estate ETF made up 0.85% of Intergy Private Wealth's portfolio in Q3 2026, its #25 holding.
  • Intergy Private Wealth first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 20 quarters since.
  • Intergy Private Wealth's Vanguard Real Estate ETF position peaked at $3.96M in Q2 2026.
  • 393 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.