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

North Berkeley 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 		$1.52M Sell
15,721
-471
-3% -$45K 0.61% 31
2026
Q1 		$1.44M Sell
16,192
-146
-0.9% -$13.4K 0.76% 29
2025
Q4 		$1.45M Sell
16,338
-109
-0.7% -$9.8K 0.85% 24
2025
Q3 		$1.5M Sell
16,447
-36
-0.2% -$3.27K 1.19% 19
2025
Q2 		$1.47M Buy
16,483
+4,534
+38% +$400K 1.35% 16
2025
Q1 		$1.08M Buy
11,949
+5
+0% +$454 1.13% 18
2024
Q4 		$1.06M Buy
+11,944
New +$1.13M 1.08% 19

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

North Berkeley Wealth Management's VNQ Position: Q2 2026 in Review

North Berkeley Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 2.9% in Q2 2026, selling an estimated $45K and leaving 15,721 shares worth $1.52M. The position accounts for 0.61% of the portfolio, ranked #31.

North Berkeley Wealth Management first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • North Berkeley Wealth Management held 15,721 shares of Vanguard Real Estate ETF worth $1.52M as of Q2 2026.
  • North Berkeley Wealth Management sold 471 Vanguard Real Estate ETF shares in Q2 2026, an estimated $45K.
  • Vanguard Real Estate ETF made up 0.61% of North Berkeley Wealth Management's portfolio in Q2 2026, its #31 holding.
  • North Berkeley Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.