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 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 Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Private Wealth Asset Management's VNQ Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Vanguard Real Estate ETF (VNQ) stake by 5.4% in Q1 2026, selling an estimated $813K and leaving 154,378 shares worth $13.7M. The position accounts for 1.46% of the portfolio, ranked #11.

Private Wealth Asset Management first reported a position in VNQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $15.2M in Q3 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Private Wealth Asset Management held 154,378 shares of Vanguard Real Estate ETF worth $13.7M as of Q1 2026.
Private Wealth Asset Management sold 8,866 Vanguard Real Estate ETF shares in Q1 2026, an estimated $813K.
Vanguard Real Estate ETF made up 1.46% of Private Wealth Asset Management's portfolio in Q1 2026, its #11 holding.
Private Wealth Asset Management first reported a position in Vanguard Real Estate ETF in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's Vanguard Real Estate ETF position peaked at $15.2M in Q3 2025.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.