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Onyx Bridge Wealth Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Onyx Bridge Wealth Group’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 		$234K Buy
+2,428
New +$232K 0.02% 343
2026
Q1 		– Sell
-2,629
Closed -$233K – 388
2025
Q4 		$233K Buy
2,629
+328
+14% +$29.5K 0.02% 316
2025
Q3 		$210K Sell
2,301
-2,256
-50% -$205K 0.02% 333
2025
Q2 		$406K Sell
4,557
-2,386
-34% -$210K 0.05% 195
2025
Q1 		$629K Sell
6,943
-2,996
-30% -$272K 0.09% 139
2024
Q4 		$885K Sell
9,939
-211
-2% -$19.9K 0.13% 108
2024
Q3 		$989K Sell
10,150
-789
-7% -$72.6K 0.15% 104
2024
Q2 		$916K Sell
10,939
-566
-5% -$46.7K 0.15% 100
2024
Q1 		$922K Sell
11,505
-687
-6% -$58.7K 0.16% 99
2023
Q4 		$1.08M Sell
12,192
-572
-4% -$45.3K 0.22% 70
2023
Q3 		$966K Sell
12,764
-2,636
-17% -$217K 0.23% 69
2023
Q2 		$1.29M Buy
+15,400
New +$1.26M 0.31% 63
2022
Q1 		– Sell
-2,215
Closed -$255K – 182
2021
Q4 		$255K Buy
2,215
+16
+0.7% +$1.75K 0.09% 130
2021
Q3 		$235K Buy
2,199
+130
+6% +$13.8K 0.09% 128
2021
Q2 		$218K Buy
+2,069
New +$205K 0.09% 108

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Onyx Bridge Wealth Group's VNQ Position: Q2 2026 in Review

Onyx Bridge Wealth Group opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 2,428 shares worth $234K. The stake represents 0.02% of the portfolio and ranks #343 among its holdings. This is a return to the name: Onyx Bridge Wealth Group previously reported a position in VNQ as recently as Q4 2025.

Onyx Bridge Wealth Group first reported a position in VNQ in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.29M in Q2 2023. 730 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Onyx Bridge Wealth Group held 2,428 shares of Vanguard Real Estate ETF worth $234K as of Q2 2026.
  • Vanguard Real Estate ETF was a new Onyx Bridge Wealth Group position in Q2 2026.
  • Vanguard Real Estate ETF made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #343 holding.
  • Onyx Bridge Wealth Group first reported a position in Vanguard Real Estate ETF in Q2 2021 and has held it in 15 quarters since.
  • Onyx Bridge Wealth Group's Vanguard Real Estate ETF position peaked at $1.29M in Q2 2023.
  • 730 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.