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Legacy Capital Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Legacy Capital Wealth 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 		$710K Buy
7,360
+489
+7% +$46.7K 0.14% 150
2026
Q1 		$609K Buy
6,871
+729
+12% +$66.8K 0.13% 173
2025
Q4 		$544K Buy
6,142
+770
+14% +$69.2K 0.12% 181
2025
Q3 		$491K Buy
5,372
+351
+7% +$31.8K 0.11% 205
2025
Q2 		$447K Buy
5,021
+300
+6% +$26.5K 0.1% 218
2025
Q1 		$427K Buy
4,721
+166
+4% +$15.1K 0.11% 216
2024
Q4 		$406K Buy
4,555
+1,262
+38% +$119K 0.1% 215
2024
Q3 		$321K Sell
3,293
-817
-20% -$75.2K 0.06% 262
2024
Q2 		$344K Buy
+4,110
New +$339K 0.09% 218
2024
Q1 		– Sell
-3,212
Closed -$284K – 339
2023
Q4 		$284K Buy
3,212
+320
+11% +$25.4K 0.08% 223
2023
Q3 		$219K Buy
+2,892
New +$238K 0.06% 261

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

Legacy Capital Wealth Partners's VNQ Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Vanguard Real Estate ETF (VNQ) stake by 7.1% in Q2 2026, buying an estimated $46.7K and bringing the position to 7,360 shares worth $710K. The position accounts for 0.14% of the portfolio, ranked #150.

Legacy Capital Wealth Partners first reported a position in VNQ in Q3 2023 and has held it in 11 quarters since. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Legacy Capital Wealth Partners held 7,360 shares of Vanguard Real Estate ETF worth $710K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 489 Vanguard Real Estate ETF shares in Q2 2026, an estimated $46.7K.
  • Vanguard Real Estate ETF made up 0.14% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #150 holding.
  • Legacy Capital Wealth Partners first reported a position in Vanguard Real Estate ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.