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

Kestra Private Wealth Services’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 		$2.04M Sell
21,143
-255
-1% -$24.4K 0.02% 590
2026
Q1 		$1.9M Sell
21,398
-2,236
-9% -$205K 0.02% 574
2025
Q4 		$2.09M Buy
23,634
+3,220
+16% +$289K 0.03% 529
2025
Q3 		$1.87M Sell
20,414
-48
-0.2% -$4.35K 0.02% 546
2025
Q2 		$1.82M Sell
20,462
-338
-2% -$29.8K 0.03% 523
2025
Q1 		$1.88M Buy
20,800
+887
+4% +$80.5K 0.03% 471
2024
Q4 		$1.77M Buy
19,913
+1,976
+11% +$187K 0.03% 463
2024
Q3 		$1.75M Sell
17,937
-1,253
-7% -$115K 0.03% 458
2024
Q2 		$1.61M Sell
19,190
-8,927
-32% -$737K 0.03% 446
2024
Q1 		$2.43M Sell
28,117
-18,618
-40% -$1.59M 0.05% 325
2023
Q4 		$4.13M Buy
46,735
+8,100
+21% +$642K 0.11% 213
2023
Q3 		$2.92M Buy
38,635
+683
+2% +$56.3K 0.09% 240
2023
Q2 		$3.17M Buy
37,952
+3,687
+11% +$302K 0.11% 212
2023
Q1 		$2.85M Buy
34,265
+2,293
+7% +$197K 0.11% 197
2022
Q4 		$2.64M Sell
31,972
-2,655
-8% -$220K 0.13% 174
2022
Q3 		$2.78M Sell
34,627
-2,688
-7% -$251K 0.16% 150
2022
Q2 		$3.4M Sell
37,315
-2,451
-6% -$244K 0.19% 130
2022
Q1 		$4.31M Buy
39,766
+547
+1% +$57.9K 0.21% 114
2021
Q4 		$4.55M Buy
39,219
+199
+0.5% +$21.7K 0.22% 116
2021
Q3 		$3.97M Buy
39,020
+899
+2% +$95.3K 0.22% 113
2021
Q2 		$3.88M Buy
38,121
+1,706
+5% +$169K 0.24% 101
2021
Q1 		$3.35M Buy
36,415
+1,066
+3% +$93.7K 0.23% 102
2020
Q4 		$2.97M Buy
35,349
+110
+0.3% +$9.12K 0.22% 116
2020
Q3 		$2.81M Buy
+35,239
New +$2.83M 0.24% 99

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

Kestra Private Wealth Services's VNQ Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Vanguard Real Estate ETF (VNQ) stake by 1.2% in Q2 2026, selling an estimated $24.4K and leaving 21,143 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #590.

Kestra Private Wealth Services first reported a position in VNQ in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.55M in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Kestra Private Wealth Services held 21,143 shares of Vanguard Real Estate ETF worth $2.04M as of Q2 2026.
  • Kestra Private Wealth Services sold 255 Vanguard Real Estate ETF shares in Q2 2026, an estimated $24.4K.
  • Vanguard Real Estate ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #590 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Real Estate ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Vanguard Real Estate ETF position peaked at $4.55M in Q4 2021.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.