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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

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
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

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. 1,132 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.
  • 1,132 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.