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VNQ icon

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

Juncture 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 		$543K Sell
5,636
-10,951
-66% -$1.05M 0.14% 108
2026
Q1 		$1.47M Sell
16,587
-16,254
-49% -$1.49M 0.49% 39
2025
Q4 		$2.91M Sell
32,841
-2,761
-8% -$248K 0.96% 18
2025
Q3 		$3.25M Buy
35,602
+238
+0.7% +$21.6K 1.09% 16
2025
Q2 		$3.15M Buy
35,364
+178
+0.5% +$15.7K 1.12% 17
2025
Q1 		$3.19M Buy
35,186
+15,840
+82% +$1.44M 1.24% 18
2024
Q4 		$1.72M Buy
19,346
+5,294
+38% +$500K 0.64% 27
2024
Q3 		$1.37M Buy
14,052
+1,342
+11% +$124K 0.53% 31
2024
Q2 		$1.06M Buy
12,710
+3,951
+45% +$326K 0.45% 40
2024
Q1 		$757K Buy
8,759
+1,055
+14% +$90.1K 0.33% 48
2023
Q4 		$681K Buy
7,704
+3,768
+96% +$299K 0.31% 59
2023
Q3 		$298K Sell
3,936
-1,922
-33% -$158K 0.15% 102
2023
Q2 		$489K Buy
5,858
+347
+6% +$28.4K 0.23% 86
2023
Q1 		$458K Buy
5,511
+695
+14% +$59.7K 0.23% 79
2022
Q4 		$397K Buy
4,816
+551
+13% +$45.7K 0.19% 80
2022
Q3 		$342K Sell
4,265
-35,413
-89% -$3.31M 0.17% 86
2022
Q2 		$3.62M Buy
39,678
+34,370
+648% +$3.43M 1.78% 22
2022
Q1 		$575K Buy
5,308
+356
+7% +$37.7K 0.27% 72
2021
Q4 		$574K Buy
4,952
+325
+7% +$35.5K 0.27% 70
2021
Q3 		$471K Buy
4,627
+232
+5% +$24.6K 0.25% 76
2021
Q2 		$463K Sell
4,395
-1,367
-24% -$136K 0.27% 74
2021
Q1 		$533K Sell
5,762
-8,955
-61% -$787K 0.34% 66
2020
Q4 		$1.25M Buy
14,717
+82
+0.6% +$6.8K 0.79% 27
2020
Q3 		$1.16M Buy
14,635
+959
+7% +$77K 0.8% 26
2020
Q2 		$1.07M Buy
13,676
+4,580
+50% +$347K 0.81% 28
2020
Q1 		$635K Buy
9,096
+483
+6% +$42.4K 0.59% 40
2019
Q4 		$799K Sell
8,613
-1,479
-15% -$137K 0.62% 42
2019
Q3 		$941K Sell
10,092
-13,098
-56% -$1.19M 0.83% 35
2019
Q2 		$2.03M Buy
23,190
+6,727
+41% +$589K 1.63% 16
2019
Q1 		$1.43M Buy
+16,463
New +$1.36M 1.11% 26
2017
Q1 		– Sell
-21,089
Closed -$1.74M – 87
2016
Q4 		$1.74M Sell
21,089
-4,524
-18% -$368K 1.2% 24
2016
Q3 		$2.22M Sell
25,613
-460
-2% -$41K 1.5% 23
2016
Q2 		$2.31M Buy
26,073
+62
+0.2% +$5.21K 1.65% 19
2016
Q1 		$2.18M Buy
26,011
+446
+2% +$34.7K 1.61% 20
2015
Q4 		$2.04M Buy
25,565
+2,238
+10% +$177K 1.52% 19
2015
Q3 		$1.76M Buy
23,327
+1,752
+8% +$135K 1.43% 18
2015
Q2 		$1.61M Buy
21,575
+825
+4% +$65.9K 1.31% 20
2015
Q1 		$1.75M Sell
20,750
-15,958
-43% -$1.36M 1.44% 19
2014
Q4 		$2.97M Buy
+36,708
New +$2.88M 1.42% 17

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

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

Juncture Wealth Strategies reduced its Vanguard Real Estate ETF (VNQ) stake by 66% in Q2 2026, selling an estimated $1.05M and leaving 5,636 shares worth $543K. The position accounts for 0.14% of the portfolio, ranked #108.

Juncture Wealth Strategies first reported a position in VNQ in Q4 2014 and has held it in 39 quarters since. The position peaked at $3.62M in Q2 2022. 688 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Juncture Wealth Strategies held 5,636 shares of Vanguard Real Estate ETF worth $543K as of Q2 2026.
  • Juncture Wealth Strategies sold 10,951 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.05M.
  • Vanguard Real Estate ETF made up 0.14% of Juncture Wealth Strategies's portfolio in Q2 2026, its #108 holding.
  • Juncture Wealth Strategies first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 39 quarters since.
  • Juncture Wealth Strategies's Vanguard Real Estate ETF position peaked at $3.62M in Q2 2022.
  • 688 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.