NWM
VNQ icon

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

Northwest 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 		$851K Sell
8,825
-86
-1% -$8.22K 0.11% 89
2026
Q1 		$790K Sell
8,911
-2,000
-18% -$183K 0.12% 87
2025
Q4 		$965K Sell
10,911
-226
-2% -$20.3K 0.15% 70
2025
Q3 		$1.02M Sell
11,137
-244
-2% -$22.1K 0.17% 71
2025
Q2 		$1.01M Sell
11,381
-583
-5% -$51.4K 0.18% 68
2025
Q1 		$1.08M Sell
11,964
-1,007
-8% -$91.4K 0.22% 66
2024
Q4 		$1.16M Sell
12,971
-991
-7% -$93.6K 0.24% 63
2024
Q3 		$1.36M Buy
13,962
+251
+2% +$23.1K 0.32% 61
2024
Q2 		$1.15M Sell
13,711
-769
-5% -$63.5K 0.3% 62
2024
Q1 		$1.25M Sell
14,480
-480
-3% -$41K 0.34% 58
2023
Q4 		$1.32M Sell
14,960
-125
-0.8% -$9.91K 0.4% 57
2023
Q3 		$1.14M Buy
15,085
+276
+2% +$22.8K 0.41% 59
2023
Q2 		$1.24M Sell
14,809
-720
-5% -$59K 0.45% 56
2023
Q1 		$1.29M Sell
15,529
-9
-0.1% -$773 0.49% 54
2022
Q4 		$1.28M Sell
15,538
-2,371
-13% -$197K 0.55% 48
2022
Q3 		$1.44M Buy
17,909
+1,671
+10% +$156K 0.63% 46
2022
Q2 		$1.48M Sell
16,238
-276
-2% -$27.5K 0.64% 44
2022
Q1 		$1.79M Buy
16,514
+1,258
+8% +$133K 0.88% 35
2021
Q4 		$1.77M Buy
15,256
+1,292
+9% +$141K 0.82% 34
2021
Q3 		$1.42M Buy
13,964
+747
+6% +$79.2K 0.71% 39
2021
Q2 		$1.34M Buy
13,217
+148
+1% +$14.7K 0.71% 39
2021
Q1 		$1.2M Buy
13,069
+406
+3% +$35.7K 0.75% 38
2020
Q4 		$1.07M Buy
12,663
+545
+4% +$45.2K 0.74% 39
2020
Q3 		$957K Buy
12,118
+851
+8% +$68.3K 0.79% 37
2020
Q2 		$885K Sell
11,267
-697
-6% -$52.8K 0.77% 39
2020
Q1 		$836K Buy
11,964
+2,247
+23% +$197K 0.85% 36
2019
Q4 		$902K Sell
9,717
-762
-7% -$70.6K 0.83% 35
2019
Q3 		$977K Sell
10,479
-306
-3% -$27.8K 0.8% 41
2019
Q2 		$943K Sell
10,785
-963
-8% -$84.3K 0.76% 42
2019
Q1 		$1.02M Buy
11,748
+37
+0.3% +$3.06K 0.77% 34
2018
Q4 		$873K Sell
11,711
-2,279
-16% -$180K 0.74% 34
2018
Q3 		$1.13M Sell
13,990
-1,529
-10% -$126K 0.85% 29
2018
Q2 		$1.26M Sell
15,519
-2,871
-16% -$222K 0.95% 26
2018
Q1 		$1.39M Sell
18,390
-9,686
-34% -$741K 1.03% 22
2017
Q4 		$2.33M Buy
28,076
+9,926
+55% +$832K 1.9% 14
2017
Q3 		$1.51M Sell
18,150
-10,089
-36% -$843K 2.11% 14
2017
Q2 		$2.35M Buy
28,239
+437
+2% +$36.4K 2.15% 15
2017
Q1 		$2.3M Sell
27,802
-877
-3% -$72.8K 2.13% 15
2016
Q4 		$2.37M Buy
+28,679
New +$2.34M 2.41% 12

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

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

Northwest Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 0.97% in Q2 2026, selling an estimated $8.22K and leaving 8,825 shares worth $851K. The position accounts for 0.11% of the portfolio, ranked #89.

Northwest Wealth Management first reported a position in VNQ in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.37M in Q4 2016. 1,800 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Northwest Wealth Management held 8,825 shares of Vanguard Real Estate ETF worth $851K as of Q2 2026.
  • Northwest Wealth Management sold 86 Vanguard Real Estate ETF shares in Q2 2026, an estimated $8.22K.
  • Vanguard Real Estate ETF made up 0.11% of Northwest Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Northwest Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 39 quarters since.
  • Northwest Wealth Management's Vanguard Real Estate ETF position peaked at $2.37M in Q4 2016.
  • 1,800 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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