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VNQ icon

IVC Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

IVC Wealth Advisors’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 		$417K Sell
4,322
-605
-12% -$57.8K 0.16% 107
2026
Q1 		$437K Sell
4,927
-156
-3% -$14.3K 0.19% 97
2025
Q4 		$450K Sell
5,083
-48
-0.9% -$4.31K 0.2% 95
2025
Q3 		$469K Sell
5,131
-48
-0.9% -$4.35K 0.21% 92
2025
Q2 		$461K Buy
5,179
+477
+10% +$42.1K 0.22% 86
2025
Q1 		$426K Buy
4,702
+1,322
+39% +$120K 0.23% 89
2024
Q4 		$301K Sell
3,380
-42
-1% -$3.97K 0.17% 118
2024
Q3 		$333K Buy
3,422
+185
+6% +$17K 0.18% 112
2024
Q2 		$271K Buy
3,237
+375
+13% +$31K 0.15% 130
2024
Q1 		$248K Sell
2,862
-29
-1% -$2.48K 0.14% 140
2023
Q4 		$255K Buy
+2,891
New +$229K 0.16% 126
2023
Q3 		– Sell
-2,425
Closed -$203K – 166
2023
Q2 		$203K Buy
+2,425
New +$199K 0.13% 147
2022
Q4 		– Sell
-2,604
Closed -$209K – 160
2022
Q3 		$209K Buy
+2,604
New +$243K 0.17% 134

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

IVC Wealth Advisors's VNQ Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 12% in Q2 2026, selling an estimated $57.8K and leaving 4,322 shares worth $417K. The position accounts for 0.16% of the portfolio, ranked #107.

IVC Wealth Advisors first reported a position in VNQ in Q3 2022 and has held it in 13 quarters since. The position peaked at $469K in Q3 2025. 595 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • IVC Wealth Advisors held 4,322 shares of Vanguard Real Estate ETF worth $417K as of Q2 2026.
  • IVC Wealth Advisors sold 605 Vanguard Real Estate ETF shares in Q2 2026, an estimated $57.8K.
  • Vanguard Real Estate ETF made up 0.16% of IVC Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • IVC Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q3 2022 and has held it in 13 quarters since.
  • IVC Wealth Advisors's Vanguard Real Estate ETF position peaked at $469K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.