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Kerntke Otto McGlone Wealth Management Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$694K Sell
7,195
-1,841
-20% -$176K 0.42% 44
2026
Q1 		$801K Sell
9,036
-2,838
-24% -$260K 0.55% 36
2025
Q4 		$1.05M Buy
11,874
+48
+0.4% +$4.31K 0.74% 28
2025
Q3 		$1.08M Sell
11,826
-66
-0.6% -$5.99K 0.82% 26
2025
Q2 		$1.06M Buy
11,892
+285
+2% +$25.1K 0.84% 22
2025
Q1 		$1.05M Sell
11,607
-431
-4% -$39.1K 0.92% 20
2024
Q4 		$1.07M Sell
12,038
-157
-1% -$14.8K 0.79% 23
2024
Q3 		$1.19M Sell
12,195
-1,050
-8% -$96.7K 0.99% 22
2024
Q2 		$1.11M Sell
13,245
-3,221
-20% -$266K 1.04% 20
2024
Q1 		$1.42M Sell
16,466
-230
-1% -$19.7K 1.4% 17
2023
Q4 		$1.48M Buy
16,696
+434
+3% +$34.4K 1.47% 18
2023
Q3 		$1.23M Buy
16,262
+367
+2% +$30.3K 1.27% 20
2023
Q2 		$1.33M Buy
15,895
+469
+3% +$38.4K 1.3% 20
2023
Q1 		$1.28M Buy
15,426
+540
+4% +$46.4K 1.32% 19
2022
Q4 		$1.23M Buy
14,886
+907
+6% +$75.2K 1.41% 18
2022
Q3 		$1.12M Buy
13,979
+128
+0.9% +$12K 1.69% 16
2022
Q2 		$1.26M Buy
13,851
+11,678
+537% +$1.16M 1.88% 16
2022
Q1 		$235K Sell
2,173
-12,406
-85% -$1.31M 0.54% 29
2021
Q4 		$1.69M Buy
14,579
+11,494
+373% +$1.26M 2.06% 14
2021
Q3 		$314K Sell
3,085
-19,236
-86% -$2.04M 0.94% 26
2021
Q2 		$2.27M Sell
22,321
-1,255
-5% -$124K 0.91% 28
2021
Q1 		$2.17M Sell
23,576
-3,476
-13% -$305K 1.14% 27
2020
Q4 		$2.3M Sell
27,052
-9,554
-26% -$792K 1.36% 22
2020
Q3 		$2.89M Sell
36,606
-16,126
-31% -$1.29M 2.12% 12
2020
Q2 		$4.14M Sell
52,732
-612
-1% -$46.4K 3.78% 6
2020
Q1 		$3.73M Sell
53,344
-259
-0.5% -$22.7K 4.17% 5
2019
Q4 		$4.97M Buy
+53,603
New +$4.96M 4.2% 5

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's VNQ Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its Vanguard Real Estate ETF (VNQ) stake by 20% in Q2 2026, selling an estimated $176K and leaving 7,195 shares worth $694K. The position accounts for 0.42% of the portfolio, ranked #44.

Kerntke Otto McGlone Wealth Management Group first reported a position in VNQ in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.97M in Q4 2019. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 7,195 shares of Vanguard Real Estate ETF worth $694K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group sold 1,841 Vanguard Real Estate ETF shares in Q2 2026, an estimated $176K.
  • Vanguard Real Estate ETF made up 0.42% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #44 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's Vanguard Real Estate ETF position peaked at $4.97M in Q4 2019.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.