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Landmark Wealth Management (New York)’s Vanguard Real Estate ETF VNQ Stock Holding History

Landmark Wealth Management (New York)’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 		$331K Buy
3,436
+74
+2% +$7.07K 0.08% 128
2026
Q1 		$298K Buy
3,362
+399
+13% +$36.6K 0.08% 128
2025
Q4 		$262K Buy
2,963
+91
+3% +$8.18K 0.1% 79
2025
Q3 		$263K Buy
2,872
+46
+2% +$4.17K 0.1% 78
2025
Q2 		$252K Buy
2,826
+143
+5% +$12.6K 0.11% 79
2025
Q1 		$243K Sell
2,683
-99
-4% -$8.98K 0.11% 72
2024
Q4 		$248K Buy
2,782
+2
+0.1% +$189 0.11% 71
2024
Q3 		$271K Buy
+2,780
New +$256K 0.12% 69
2024
Q2 		– Sell
-2,997
Closed -$259K – 71
2024
Q1 		$259K Sell
2,997
-73
-2% -$6.24K 0.12% 69
2023
Q4 		$271K Buy
3,070
+103
+3% +$8.16K 0.13% 65
2023
Q3 		$224K Buy
+2,967
New +$245K 0.13% 71
2023
Q2 		– Sell
-3,849
Closed -$320K – 69
2023
Q1 		$320K Buy
3,849
+1,077
+39% +$92.5K 0.18% 57
2022
Q4 		$229K Buy
2,772
+120
+5% +$9.95K 0.17% 63
2022
Q3 		$213K Buy
+2,652
New +$248K 0.16% 63
2022
Q2 		– Sell
-2,823
Closed -$306K – 74
2022
Q1 		$306K Buy
+2,823
New +$299K 0.16% 61

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

Landmark Wealth Management (New York)'s VNQ Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its Vanguard Real Estate ETF (VNQ) stake by 2.2% in Q2 2026, buying an estimated $7.07K and bringing the position to 3,436 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #128.

Landmark Wealth Management (New York) first reported a position in VNQ in Q1 2022 and has held it in 15 quarters since. 1,807 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Landmark Wealth Management (New York) held 3,436 shares of Vanguard Real Estate ETF worth $331K as of Q2 2026.
  • Landmark Wealth Management (New York) bought 74 Vanguard Real Estate ETF shares in Q2 2026, an estimated $7.07K.
  • Vanguard Real Estate ETF made up 0.08% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #128 holding.
  • Landmark Wealth Management (New York) first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 15 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.