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New England Private Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

New England Private 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 		$311K Buy
3,093
+116
+4% +$11.1K 0.03% 173
2026
Q1 		$264K Sell
2,977
-215
-7% -$19.7K 0.03% 169
2025
Q4 		$282K Buy
3,192
+242
+8% +$21.7K 0.04% 156
2025
Q3 		$270K Buy
2,950
+275
+10% +$24.9K 0.04% 155
2025
Q2 		$242K Buy
2,675
+4
+0.1% +$353 0.04% 141
2025
Q1 		$242K Buy
+2,671
New +$242K 0.04% 133
2021
Q2 		– Sell
-2,435
Closed -$222K – 108
2021
Q1 		$222K Buy
+2,435
New +$214K 0.04% 92
2017
Q4 		– Sell
-2,785
Closed -$231K – 149
2017
Q3 		$231K Sell
2,785
-1,728
-38% -$144K 0.07% 123
2017
Q2 		$376K Sell
4,513
-5,032
-53% -$420K 0.12% 94
2017
Q1 		$790K Buy
9,545
+2,400
+34% +$199K 0.25% 57
2016
Q4 		$590K Sell
7,145
-72
-1% -$5.86K 0.21% 65
2016
Q3 		$625K Buy
7,217
+259
+4% +$23.1K 0.22% 64
2016
Q2 		$617K Sell
6,958
-339
-5% -$28.5K 0.24% 59
2016
Q1 		$610K Buy
7,297
+97
+1% +$7.55K 0.25% 57
2015
Q4 		$574K Buy
7,200
+582
+9% +$46.1K 0.23% 62
2015
Q3 		$500K Buy
+6,618
New +$508K 0.21% 59
2013
Q4 		– Sell
-11,466
Closed -$759K – 94
2013
Q3 		$759K Sell
11,466
-19,994
-64% -$1.36M 0.4% 41
2013
Q2 		$1.82M Buy
+31,460
New +$2.29M 1.14% 26

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

New England Private Wealth Advisors's VNQ Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 3.9% in Q2 2026, buying an estimated $11.1K and bringing the position to 3,093 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #173.

New England Private Wealth Advisors first reported a position in VNQ in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.82M in Q2 2013. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • New England Private Wealth Advisors held 3,093 shares of Vanguard Real Estate ETF worth $311K as of Q2 2026.
  • New England Private Wealth Advisors bought 116 Vanguard Real Estate ETF shares in Q2 2026, an estimated $11.1K.
  • Vanguard Real Estate ETF made up 0.03% of New England Private Wealth Advisors's portfolio in Q2 2026, its #173 holding.
  • New England Private Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 18 quarters since.
  • New England Private Wealth Advisors's Vanguard Real Estate ETF position peaked at $1.82M in Q2 2013.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.