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

Invictus 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
Q1 		$533K Buy
6,012
+807
+16% +$74K 0.03% 58
2025
Q4 		$461K Sell
5,205
-10
-0.2% -$899 0.03% 56
2025
Q3 		$477K Sell
5,215
-73
-1% -$6.62K 0.03% 56
2025
Q2 		$471K Buy
5,288
+313
+6% +$27.6K 0.03% 56
2025
Q1 		$450K Sell
4,975
-194
-4% -$17.6K 0.04% 58
2024
Q4 		$460K Sell
5,169
-303
-6% -$28.6K 0.04% 60
2024
Q3 		$533K Buy
5,472
+367
+7% +$33.8K 0.04% 53
2024
Q2 		$428K Buy
5,105
+96
+2% +$7.93K 0.04% 59
2024
Q1 		$433K Sell
5,009
-623
-11% -$53.2K 0.04% 58
2023
Q4 		$498K Buy
5,632
+111
+2% +$8.8K 0.05% 53
2023
Q3 		$418K Buy
5,521
+994
+22% +$82K 0.05% 58
2023
Q2 		$378K Buy
4,527
+406
+10% +$33.3K 0.04% 65
2023
Q1 		$342K Buy
4,121
+1,006
+32% +$86.4K 0.04% 64
2022
Q4 		$257K Buy
+3,115
New +$258K 0.03% 79

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Invictus Private Wealth's VNQ Position: Q1 2026 in Review

Invictus Private Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 16% in Q1 2026, buying an estimated $74K and bringing the position to 6,012 shares worth $533K. The position accounts for 0.03% of the portfolio, ranked #58.

Invictus Private Wealth first reported a position in VNQ in Q4 2022 and has held it in 14 quarters since. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Invictus Private Wealth held 6,012 shares of Vanguard Real Estate ETF worth $533K as of Q1 2026.
  • Invictus Private Wealth bought 807 Vanguard Real Estate ETF shares in Q1 2026, an estimated $74K.
  • Vanguard Real Estate ETF made up 0.03% of Invictus Private Wealth's portfolio in Q1 2026, its #58 holding.
  • Invictus Private Wealth first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Invictus Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.