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

McGlone Suttner 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 		$286K Sell
2,970
-105
-3% -$10K 0.03% 167
2026
Q1 		$273K Buy
3,075
+8
+0.3% +$734 0.04% 167
2025
Q4 		$271K Buy
3,067
+6
+0.2% +$539 0.04% 163
2025
Q3 		$280K Buy
3,061
+7
+0.2% +$635 0.04% 171
2025
Q2 		$272K Sell
3,054
-491
-14% -$43.3K 0.04% 161
2025
Q1 		$321K Sell
3,545
-65
-2% -$5.9K 0.05% 148
2024
Q4 		$322K Buy
3,610
+827
+30% +$78.1K 0.05% 134
2024
Q3 		$271K Sell
2,783
-781
-22% -$71.9K 0.06% 142
2024
Q2 		$315K Sell
3,564
-10
-0.3% -$826 0.06% 116
2024
Q1 		$309K Buy
3,574
+10
+0.3% +$854 0.06% 131
2023
Q4 		$315K Sell
3,564
-685
-16% -$54.3K 0.06% 116
2023
Q3 		$322K Buy
4,249
+12
+0.3% +$989 0.07% 100
2023
Q2 		$354K Hold
4,237
– – 0.08% 95
2023
Q1 		$352K Sell
4,237
-331
-7% -$28.4K 0.09% 92
2022
Q4 		$377K Buy
+4,568
New +$379K 0.12% 81

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

McGlone Suttner Wealth Management's VNQ Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 3.4% in Q2 2026, selling an estimated $10K and leaving 2,970 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #167.

McGlone Suttner Wealth Management first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $377K in Q4 2022. 763 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • McGlone Suttner Wealth Management held 2,970 shares of Vanguard Real Estate ETF worth $286K as of Q2 2026.
  • McGlone Suttner Wealth Management sold 105 Vanguard Real Estate ETF shares in Q2 2026, an estimated $10K.
  • Vanguard Real Estate ETF made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #167 holding.
  • McGlone Suttner Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's Vanguard Real Estate ETF position peaked at $377K in Q4 2022.
  • 763 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.