KFP
VNQ icon

KMG Fiduciary Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

KMG Fiduciary Partners’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 		$1.2M Buy
12,425
+208
+2% +$19.9K 0.11% 117
2026
Q1 		$1.08M Sell
12,217
-109
-0.9% -$9.99K 0.08% 163
2025
Q4 		$1.09M Sell
12,326
-181
-1% -$16.3K 0.08% 161
2025
Q3 		$1.14M Hold
12,507
– – 0.08% 177
2025
Q2 		$1.11M Sell
12,507
-295
-2% -$26K 0.08% 174
2025
Q1 		$1.16M Buy
12,802
+81
+0.6% +$7.35K 0.1% 172
2024
Q4 		$1.13M Sell
12,721
-145
-1% -$13.7K 0.09% 168
2024
Q3 		$1.25M Sell
12,866
-54
-0.4% -$4.97K 0.11% 159
2024
Q2 		$1.08M Sell
12,920
-3,777
-23% -$312K 0.11% 140
2024
Q1 		$1.44M Sell
16,697
-436
-3% -$37.3K 0.15% 125
2023
Q4 		$1.51M Hold
17,133
– – 0.18% 118
2023
Q3 		$1.3M Sell
17,133
-458
-3% -$37.8K 0.17% 126
2023
Q2 		$1.47M Sell
17,591
-750
-4% -$61.4K 0.19% 121
2023
Q1 		$1.52M Sell
18,341
-1,241
-6% -$107K 0.22% 113
2022
Q4 		$1.62M Sell
19,582
-1,834
-9% -$152K 0.27% 97
2022
Q3 		$1.72M Sell
21,416
-799
-4% -$74.7K 0.33% 82
2022
Q2 		$2.02M Sell
22,215
-804
-3% -$80.1K 0.38% 70
2022
Q1 		$2.5M Sell
23,019
-528
-2% -$55.9K 0.4% 63
2021
Q4 		$2.73M Buy
23,547
+55
+0.2% +$6.01K 0.42% 62
2021
Q3 		$2.39M Sell
23,492
-302
-1% -$32K 0.41% 58
2021
Q2 		$2.42M Buy
23,794
+1,429
+6% +$142K 0.43% 50
2021
Q1 		$2.05M Buy
22,365
+17
+0.1% +$1.49K 0.4% 56
2020
Q4 		$1.84M Sell
22,348
-1
-0% -$83 0.39% 57
2020
Q3 		$1.76M Sell
22,349
-6,791
-23% -$545K 0.44% 51
2020
Q2 		$2.29M Sell
29,140
-63,204
-68% -$4.79M 0.64% 47
2020
Q1 		$6.45M Sell
92,344
-5,781
-6% -$508K 2.09% 11
2019
Q4 		$9.11M Buy
98,125
+2,243
+2% +$208K 2.77% 7
2019
Q3 		$8.94M Buy
95,882
+1,884
+2% +$171K 3.04% 6
2019
Q2 		$8.21M Buy
93,998
+2,283
+2% +$200K 2.97% 7
2019
Q1 		$7.97M Sell
91,715
-7,572
-8% -$626K 3.03% 8
2018
Q4 		$7.4M Buy
+99,287
New +$7.82M 3.37% 6

Other funds holding VNQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

KMG Fiduciary Partners's VNQ Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Vanguard Real Estate ETF (VNQ) stake by 1.7% in Q2 2026, buying an estimated $19.9K and bringing the position to 12,425 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #117.

KMG Fiduciary Partners first reported a position in VNQ in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.11M in Q4 2019. 334 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • KMG Fiduciary Partners held 12,425 shares of Vanguard Real Estate ETF worth $1.2M as of Q2 2026.
  • KMG Fiduciary Partners bought 208 Vanguard Real Estate ETF shares in Q2 2026, an estimated $19.9K.
  • Vanguard Real Estate ETF made up 0.11% of KMG Fiduciary Partners's portfolio in Q2 2026, its #117 holding.
  • KMG Fiduciary Partners first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
  • KMG Fiduciary Partners's Vanguard Real Estate ETF position peaked at $9.11M in Q4 2019.
  • 334 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.