NW
VNQ icon

NewEdge Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

NewEdge Wealth’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 		$3.1M Buy
32,155
+3,722
+13% +$356K 0.03% 345
2026
Q1 		$2.52M Sell
28,433
-335
-1% -$30.7K 0.03% 366
2025
Q4 		$2.55M Buy
28,768
+1,187
+4% +$107K 0.03% 393
2025
Q3 		$2.46M Buy
27,581
+272
+1% +$24.7K 0.04% 340
2025
Q2 		$2.45M Buy
27,309
+2,963
+12% +$261K 0.04% 339
2025
Q1 		$2.2M Sell
24,346
-1,004
-4% -$91.1K 0.04% 338
2024
Q4 		$2.26M Sell
25,350
-1,986
-7% -$188K 0.04% 325
2024
Q3 		$2.66M Sell
27,336
-817
-3% -$75.2K 0.05% 306
2024
Q2 		$2.36M Sell
28,153
-111,441
-80% -$9.2M 0.05% 302
2024
Q1 		$11.3M Sell
139,594
-1,114
-0.8% -$95.2K 0.25% 102
2023
Q4 		$12.4M Sell
140,708
-7,188
-5% -$570K 0.32% 87
2023
Q3 		$11.2M Buy
147,896
+5,127
+4% +$423K 0.35% 84
2023
Q2 		$11.9M Buy
142,769
+46,860
+49% +$3.84M 0.4% 76
2023
Q1 		$7.96M Buy
95,909
+82,489
+615% +$7.09M 0.3% 90
2022
Q4 		$1.11M Buy
13,420
+629
+5% +$52.2K 0.05% 279
2022
Q3 		$1.02M Sell
12,791
-5,635
-31% -$527K 0.05% 272
2022
Q2 		$1.68M Buy
18,426
+11,782
+177% +$1.17M 0.08% 210
2022
Q1 		$720K Buy
6,644
+512
+8% +$54.2K 0.03% 256
2021
Q4 		$711K Buy
+6,132
New +$670K 0.03% 257

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

NewEdge Wealth's VNQ Position: Q2 2026 in Review

NewEdge Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 13% in Q2 2026, buying an estimated $356K and bringing the position to 32,155 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #345.

NewEdge Wealth first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.4M in Q4 2023. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • NewEdge Wealth held 32,155 shares of Vanguard Real Estate ETF worth $3.1M as of Q2 2026.
  • NewEdge Wealth bought 3,722 Vanguard Real Estate ETF shares in Q2 2026, an estimated $356K.
  • Vanguard Real Estate ETF made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #345 holding.
  • NewEdge Wealth first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's Vanguard Real Estate ETF position peaked at $12.4M in Q4 2023.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.