NWM
VNQ icon

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

Navigoe 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 		$1K Hold
15
– – ﹤0.01% 382
2026
Q1 		$1K Sell
15
-31
-67% -$2.84K ﹤0.01% 212
2025
Q4 		$4K Buy
+46
New +$4.13K ﹤0.01% 183
2025
Q3 		– Sell
-37
Closed -$3K – 289
2025
Q2 		$3K Buy
37
+18
+95% +$1.59K ﹤0.01% 136
2025
Q1 		$1K Buy
+19
New +$1.72K ﹤0.01% 158

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

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

Navigoe Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Navigoe Wealth Management first reported a position in VNQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $4K in Q4 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Navigoe Wealth Management held 15 shares of Vanguard Real Estate ETF worth $1K as of Q2 2026.
  • Navigoe Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #382 holding.
  • Navigoe Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2025 and has held it in 5 quarters since.
  • Navigoe Wealth Management's Vanguard Real Estate ETF position peaked at $4K in Q4 2025.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.