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

Kingswood 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 		$1.25M Buy
13,008
+1,101
+9% +$105K 0.05% 356
2026
Q1 		$1.06M Buy
11,907
+332
+3% +$30.4K 0.05% 370
2025
Q4 		$1.02M Sell
11,575
-1,327
-10% -$119K 0.05% 349
2025
Q3 		$1.18M Buy
12,902
+4,848
+60% +$440K 0.07% 280
2025
Q2 		$717K Sell
8,054
-5,228
-39% -$461K 0.06% 327
2025
Q1 		$1.2M Sell
13,282
-3,850
-22% -$349K 0.11% 214
2024
Q4 		$1.53M Buy
17,132
+8,945
+109% +$845K 0.11% 190
2024
Q3 		$798K Buy
8,187
+670
+9% +$61.7K 0.06% 344
2024
Q2 		$630K Buy
7,517
+990
+15% +$81.8K 0.06% 323
2024
Q1 		$564K Buy
6,527
+1,775
+37% +$152K 0.07% 319
2023
Q4 		$420K Buy
4,752
+304
+7% +$24.1K 0.05% 385
2023
Q3 		$337K Buy
+4,448
New +$367K 0.06% 310

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

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

Kingswood Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 9.2% in Q2 2026, buying an estimated $105K and bringing the position to 13,008 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #356.

Kingswood Wealth Advisors first reported a position in VNQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.53M in Q4 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Kingswood Wealth Advisors held 13,008 shares of Vanguard Real Estate ETF worth $1.25M as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,101 Vanguard Real Estate ETF shares in Q2 2026, an estimated $105K.
  • Vanguard Real Estate ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #356 holding.
  • Kingswood Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's Vanguard Real Estate ETF position peaked at $1.53M in Q4 2024.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.