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

Martel 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	$1.07M	Buy	11,089 +517	+5%	+$49.4K	0.17%	27
2026 Q1	$938K	Sell	10,572 -149	-1%	-$13.7K	0.16%	29
2025 Q4	$949K	Buy	10,721 +149	+1%	+$13.4K	0.16%	31
2025 Q3	$967K	Sell	10,572 -980	-8%	-$88.9K	0.17%	30
2025 Q2	$1.03M	Buy	11,552 +15	+0.1%	+$1.32K	0.19%	29
2025 Q1	$1.04M	Sell	11,537 -259	-2%	-$23.5K	0.21%	29
2024 Q4	$1.05M	Sell	11,796 -570	-5%	-$53.9K	0.21%	31
2024 Q3	$1.18M	Buy	12,366 +42	+0.3%	+$3.87K	0.24%	28
2024 Q2	$1.03M	Sell	12,324 -159	-1%	-$13.1K	0.22%	28
2024 Q1	$1.08M	Buy	12,483 +876	+8%	+$74.8K	0.23%	28
2023 Q4	$1.03M	Sell	11,607 -92	-0.8%	-$7.29K	0.23%	28
2023 Q3	$885K	Buy	11,699 +923	+9%	+$76.1K	0.22%	29
2023 Q2	$900K	Buy	10,776 +476	+5%	+$39K	0.22%	28
2023 Q1	$855K	Buy	10,300 +223	+2%	+$19.2K	0.22%	28
2022 Q4	$831K	Buy	10,077 +40	+0.4%	+$3.32K	0.23%	28
2022 Q3	$805K	Buy	10,037 +475	+5%	+$44.4K	0.23%	32
2022 Q2	$871K	Sell	9,562 -149	-2%	-$14.9K	0.24%	30
2022 Q1	$1.05M	Buy	9,711 +48	+0.5%	+$5.08K	0.26%	27
2021 Q4	$1.12M	Sell	9,663 -69	-0.7%	-$7.54K	0.27%	26
2021 Q3	$991K	Buy	9,732 +771	+9%	+$81.8K	0.25%	25
2021 Q2	$912K	Sell	8,961 -113	-1%	-$11.2K	0.23%	26
2021 Q1	$834K	Buy	9,074 +396	+5%	+$34.8K	0.23%	24
2020 Q4	$737K	Buy	8,678 +173	+2%	+$14.3K	0.21%	26
2020 Q3	$672K	Buy	8,505 +20	+0.2%	+$1.61K	0.22%	25
2020 Q2	$666K	Buy	8,485 +55	+0.7%	+$4.17K	0.23%	25
2020 Q1	$589K	Buy	8,430 +1,002	+13%	+$88K	0.23%	24
2019 Q4	$689K	Sell	7,428 -38	-0.5%	-$3.52K	0.24%	24
2019 Q3	$696K	Sell	7,466 -4	-0.1%	-$363	0.25%	22
2019 Q2	$653K	Sell	7,470 -4	-0.1%	-$350	0.24%	22
2019 Q1	$650K	Sell	7,474 -105	-1%	-$8.67K	0.24%	23
2018 Q4	$565K	Sell	7,579 -41	-0.5%	-$3.23K	0.23%	24
2018 Q3	$615K	Buy	+7,620	New	+$627K	0.23%	26

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

Martel Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 4.9% in Q2 2026, buying an estimated $49.4K and bringing the position to 11,089 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #27.

Martel Wealth Advisors first reported a position in VNQ in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.18M in Q3 2024. 345 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Martel Wealth Advisors held 11,089 shares of Vanguard Real Estate ETF worth $1.07M as of Q2 2026.
Martel Wealth Advisors bought 517 Vanguard Real Estate ETF shares in Q2 2026, an estimated $49.4K.
Vanguard Real Estate ETF made up 0.17% of Martel Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Martel Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q3 2018 and has held it in 32 quarters since.
Martel Wealth Advisors's Vanguard Real Estate ETF position peaked at $1.18M in Q3 2024.
345 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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