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

McNaughton 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 		$319K Hold
3,307
– – 0.11% 66
2026
Q1 		$293K Hold
3,307
– – 0.12% 66
2025
Q4 		$293K Sell
3,307
-675
-17% -$60.7K 0.12% 63
2025
Q3 		$364K Sell
3,982
-257
-6% -$23.3K 0.15% 65
2025
Q2 		$378K Sell
4,239
-543
-11% -$47.9K 0.17% 63
2025
Q1 		$433K Buy
4,782
+131
+3% +$11.9K 0.21% 62
2024
Q4 		$414K Buy
4,651
+40
+0.9% +$3.78K 0.2% 49
2024
Q3 		$449K Sell
4,611
-133
-3% -$12.2K 0.22% 48
2024
Q2 		$397K Sell
4,744
-92
-2% -$7.6K 0.21% 47
2024
Q1 		$418K Sell
4,836
-619
-11% -$52.9K 0.23% 45
2023
Q4 		$482K Buy
5,455
+52
+1% +$4.12K 0.29% 45
2023
Q3 		$409K Buy
5,403
+67
+1% +$5.52K 0.27% 46
2023
Q2 		$446K Buy
5,336
+704
+15% +$57.7K 0.29% 51
2023
Q1 		$385K Hold
4,632
– – 0.26% 45
2022
Q4 		$382K Buy
+4,632
New +$384K 0.26% 44
2020
Q3 		– Sell
-2,674
Closed -$210K – 50
2020
Q2 		$210K Sell
2,674
-2,132
-44% -$162K 0.19% 46
2020
Q1 		$336K Sell
4,806
-2,524
-34% -$222K 0.36% 36
2019
Q4 		$681K Buy
+7,330
New +$679K 0.63% 33

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

McNaughton Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 3,307 shares worth $319K. The position accounts for 0.11% of the portfolio, ranked #66.

McNaughton Wealth Management first reported a position in VNQ in Q4 2019 and has held it in 18 quarters since. The position peaked at $681K in Q4 2019. 848 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • McNaughton Wealth Management held 3,307 shares of Vanguard Real Estate ETF worth $319K as of Q2 2026.
  • McNaughton Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.11% of McNaughton Wealth Management's portfolio in Q2 2026, its #66 holding.
  • McNaughton Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 18 quarters since.
  • McNaughton Wealth Management's Vanguard Real Estate ETF position peaked at $681K in Q4 2019.
  • 848 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.