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Omnia Family Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Omnia Family 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 		$10.9M Buy
+113,260
New +$10.8M 2.93% 6
2020
Q1 		– Sell
-39,990
Closed -$3.71M – 92
2019
Q4 		$3.71M Buy
39,990
+1,626
+4% +$151K 1.7% 13
2019
Q3 		$3.58M Buy
38,364
+2,012
+6% +$183K 2.61% 9
2019
Q2 		$3.21M Buy
36,352
+951
+3% +$83.2K 1.62% 12
2019
Q1 		$3.1M Buy
35,401
+715
+2% +$59.1K 1.53% 12
2018
Q4 		$2.59M Buy
34,686
+979
+3% +$77.1K 1.4% 15
2018
Q3 		$2.72M Sell
33,707
-976
-3% -$80.4K 1.25% 12
2018
Q2 		$2.83M Buy
34,683
+20,994
+153% +$1.63M 1.32% 11
2018
Q1 		$1.03M Sell
13,689
-17,424
-56% -$1.33M 0.47% 23
2017
Q4 		$2.58M Sell
31,113
-482
-2% -$40.4K 1.18% 13
2017
Q3 		$2.63M Buy
31,595
+1,583
+5% +$132K 1.27% 14
2017
Q2 		$2.5M Buy
30,012
+210
+0.7% +$17.5K 1.2% 15
2017
Q1 		$2.46M Buy
29,802
+10,637
+56% +$882K 1.19% 13
2016
Q4 		$1.58M Buy
+19,165
New +$1.56M 0.78% 20

Other funds holding VNQ

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Omnia Family Wealth's VNQ Position: Q2 2026 in Review

Omnia Family Wealth opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 113,260 shares worth $10.9M. The stake represents 2.93% of the portfolio and ranks #6 among its holdings. This is a return to the name: Omnia Family Wealth previously reported a position in VNQ as recently as Q4 2019.

Omnia Family Wealth first reported a position in VNQ in Q4 2016 and has held it in 14 quarters since. 804 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Omnia Family Wealth held 113,260 shares of Vanguard Real Estate ETF worth $10.9M as of Q2 2026.
  • Vanguard Real Estate ETF was a new Omnia Family Wealth position in Q2 2026.
  • Vanguard Real Estate ETF made up 2.93% of Omnia Family Wealth's portfolio in Q2 2026, its #6 holding.
  • Omnia Family Wealth first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 14 quarters since.
  • 804 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.