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

Private Wealth Asset 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 		$14M Sell
145,492
-8,886
-6% -$849K 1.35% 13
2026
Q1 		$13.7M Sell
154,378
-8,866
-5% -$813K 1.46% 11
2025
Q4 		$14.4M Sell
163,244
-2,800
-2% -$252K 1.57% 12
2025
Q3 		$15.2M Buy
166,044
+192
+0.1% +$17.4K 1.79% 10
2025
Q2 		$14.8M Sell
165,852
-1,276
-0.8% -$113K 1.96% 10
2025
Q1 		$15.1M Buy
+167,128
New +$15.2M 2.18% 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

Private Wealth Asset Management's VNQ Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Vanguard Real Estate ETF (VNQ) stake by 5.8% in Q2 2026, selling an estimated $849K and leaving 145,492 shares worth $14M. The position accounts for 1.35% of the portfolio, ranked #13.

Private Wealth Asset Management first reported a position in VNQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.2M in Q3 2025. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Private Wealth Asset Management held 145,492 shares of Vanguard Real Estate ETF worth $14M as of Q2 2026.
  • Private Wealth Asset Management sold 8,886 Vanguard Real Estate ETF shares in Q2 2026, an estimated $849K.
  • Vanguard Real Estate ETF made up 1.35% of Private Wealth Asset Management's portfolio in Q2 2026, its #13 holding.
  • Private Wealth Asset Management first reported a position in Vanguard Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Vanguard Real Estate ETF position peaked at $15.2M in Q3 2025.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.