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VNQ icon

Liberty Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Liberty Wealth Management’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 		$274K Hold
3,092
– – 0.03% 217
2026
Q1 		$274K Sell
3,092
-661
-18% -$60.6K 0.03% 217
2025
Q4 		$332K Sell
3,753
-60
-2% -$5.39K 0.04% 174
2025
Q3 		$349K Sell
3,813
-174
-4% -$15.8K 0.05% 165
2025
Q2 		$355K Sell
3,987
-4,764
-54% -$420K 0.06% 154
2025
Q1 		$792K Buy
8,751
+468
+6% +$42.5K 0.15% 70
2024
Q4 		$738K Buy
8,283
+513
+7% +$48.5K 0.12% 92
2024
Q3 		$757K Buy
7,770
+115
+2% +$10.6K 0.13% 90
2024
Q2 		$641K Buy
7,655
+206
+3% +$17K 0.12% 98
2024
Q1 		$644K Sell
7,449
-41,274
-85% -$3.53M 0.13% 93
2023
Q4 		$657K Buy
48,723
+40,619
+501% +$3.22M 0.14% 83
2023
Q3 		$613K Buy
8,104
+155
+2% +$12.8K 0.15% 79
2023
Q2 		$664K Buy
7,949
+390
+5% +$32K 0.16% 72
2023
Q1 		$628K Buy
+7,559
New +$649K 0.13% 100
2022
Q3 		$903K Buy
11,272
+324
+3% +$30.3K 0.24% 54
2022
Q2 		$997K Buy
10,948
+592
+6% +$59K 0.4% 48
2022
Q1 		$1.12M Buy
+10,356
New +$1.1M 0.4% 45
2021
Q4 		– Sell
-8,010
Closed -$875K – 65
2021
Q3 		$818K Buy
8,010
+1,016
+15% +$108K 0.29% 50
2021
Q2 		$709K Buy
6,994
+5,578
+394% +$553K 0.28% 54
2021
Q1 		$123K Hold
1,416
– – 0.06% 156
2020
Q4 		$123K Sell
1,416
-82
-5% -$6.8K 0.06% 154
2020
Q3 		$118K Buy
1,498
+385
+35% +$30.9K 0.07% 146
2020
Q2 		$87K Sell
1,113
-141
-11% -$10.7K 0.06% 161
2020
Q1 		$88K Sell
1,254
-305
-20% -$26.8K 0.08% 152
2019
Q4 		$145K Buy
1,559
+304
+24% +$28.2K 0.11% 121
2019
Q3 		$117K Sell
1,255
-657
-34% -$59.6K 0.11% 132
2019
Q2 		$167K Buy
1,912
+672
+54% +$58.8K 0.15% 119
2019
Q1 		$107K Sell
1,240
-134,644
-99% -$11.1M 0.08% 132
2018
Q4 		$10.1M Buy
+135,884
New +$10.7M 7.56% 3

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

Liberty Wealth Management's VNQ Position: Q2 2026 in Review

Liberty Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 3,092 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #217.

Liberty Wealth Management first reported a position in VNQ in Q4 2018 and has held it in 29 quarters since. The position peaked at $10.1M in Q4 2018. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Liberty Wealth Management held 3,092 shares of Vanguard Real Estate ETF worth $274K as of Q2 2026.
  • Liberty Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Liberty Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's Vanguard Real Estate ETF position peaked at $10.1M in Q4 2018.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.