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Presilium Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Presilium Private 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 		$27.9M Buy
289,502
+11,306
+4% +$1.08M 4.29% 10
2026
Q1 		$24.7M Buy
278,196
+11,141
+4% +$1.02M 4.35% 10
2025
Q4 		$23.6M Buy
267,055
+21,418
+9% +$1.92M 4.32% 10
2025
Q3 		$22.5M Buy
245,637
+14,829
+6% +$1.35M 4.26% 10
2025
Q2 		$20.6M Buy
230,808
+27,404
+13% +$2.42M 4.21% 10
2025
Q1 		$18.4M Buy
203,404
+15,510
+8% +$1.41M 4.13% 10
2024
Q4 		$16.7M Buy
187,894
+12,921
+7% +$1.22M 3.85% 10
2024
Q3 		$17M Sell
174,973
-11,034
-6% -$1.02M 3.93% 9
2024
Q2 		$15.6M Buy
186,007
+27,510
+17% +$2.27M 3.93% 9
2024
Q1 		$13.7M Buy
158,497
+22,980
+17% +$1.96M 3.64% 11
2023
Q4 		$12M Sell
135,517
-54,147
-29% -$4.29M 3.41% 11
2023
Q3 		$14.3M Buy
189,664
+26,400
+16% +$2.18M 4.57% 9
2023
Q2 		$13.6M Buy
163,264
+15,224
+10% +$1.25M 4.68% 10
2023
Q1 		$12.3M Buy
148,040
+14,493
+11% +$1.25M 4.74% 10
2022
Q4 		$11M Buy
+133,547
New +$11.1M 4.62% 10

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

Presilium Private Wealth's VNQ Position: Q2 2026 in Review

Presilium Private Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 4.1% in Q2 2026, buying an estimated $1.08M and bringing the position to 289,502 shares worth $27.9M. The position accounts for 4.29% of the portfolio, ranked #10.

Presilium Private Wealth first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Presilium Private Wealth held 289,502 shares of Vanguard Real Estate ETF worth $27.9M as of Q2 2026.
  • Presilium Private Wealth bought 11,306 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.08M.
  • Vanguard Real Estate ETF made up 4.29% of Presilium Private Wealth's portfolio in Q2 2026, its #10 holding.
  • Presilium Private Wealth first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.