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

Raffa Wealth 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	$731K	Buy	7,578 +28	+0.4%	+$2.68K	0.09%	48
2026 Q1	$670K	Sell	7,550 -43	-0.6%	-$3.94K	0.1%	50
2025 Q4	$672K	Sell	7,593 -472	-6%	-$42.4K	0.1%	52
2025 Q3	$737K	Sell	8,065 -173	-2%	-$15.7K	0.13%	52
2025 Q2	$734K	Buy	8,238 +35	+0.4%	+$3.09K	0.15%	49
2025 Q1	$743K	Sell	8,203 -8	-0.1%	-$726	0.17%	48
2024 Q4	$731K	Buy	8,211 +834	+11%	+$78.8K	0.17%	45
2024 Q3	$719K	Buy	7,377 +810	+12%	+$74.6K	0.17%	45
2024 Q2	$550K	Sell	6,567 -468	-7%	-$38.6K	0.16%	47
2024 Q1	$608K	Sell	7,035 -117	-2%	-$10K	0.18%	45
2023 Q4	$632K	Sell	7,152 -5,694	-44%	-$451K	0.19%	41
2023 Q3	$972K	Buy	12,846 +294	+2%	+$24.2K	0.33%	33
2023 Q2	$1.05M	Buy	12,552 +26	+0.2%	+$2.13K	0.36%	32
2023 Q1	$1.04M	Buy	12,526 +2,849	+29%	+$245K	0.38%	31
2022 Q4	$798K	Buy	9,677 +2,318	+31%	+$192K	0.33%	30
2022 Q3	$590K	Buy	7,359 +11	+0.1%	+$1.03K	0.26%	30
2022 Q2	$669K	Sell	7,348 -263	-3%	-$26.2K	0.3%	29
2022 Q1	$825K	Buy	7,611 +1,445	+23%	+$153K	0.31%	24
2021 Q4	$715K	Buy	6,166 +763	+14%	+$83.3K	0.23%	25
2021 Q3	$550K	Sell	5,403 -2	-0%	-$212	0.19%	28
2021 Q2	$550K	Buy	5,405 +333	+7%	+$33K	0.19%	28
2021 Q1	$466K	Buy	5,072 +27	+0.5%	+$2.37K	0.16%	32
2020 Q4	$428K	Sell	5,045 -319	-6%	-$26.5K	0.15%	31
2020 Q3	$424K	Sell	5,364 -2,868	-35%	-$230K	0.16%	30
2020 Q2	$646K	Buy	8,232 +2,813	+52%	+$213K	0.25%	23
2020 Q1	$379K	Buy	5,419 +241	+5%	+$21.2K	0.14%	28
2019 Q4	$480K	Buy	5,178 +1,532	+42%	+$142K	0.17%	33
2019 Q3	$340K	Buy	+3,646	New	+$331K	0.12%	50
2019 Q2	–	Sell	-3,167	Closed	-$275K	–	1373
2019 Q1	$275K	Buy	3,167 +34	+1%	+$2.81K	0.11%	51
2018 Q4	$234K	Buy	3,133 +934	+42%	+$73.6K	0.09%	59
2018 Q3	$177K	Buy	2,199 +77	+4%	+$6.34K	0.06%	86
2018 Q2	$173K	Buy	2,122 +200	+10%	+$15.5K	0.06%	75
2018 Q1	$145K	Sell	1,922 -972	-34%	-$74.4K	0.05%	84
2017 Q4	$240K	Buy	2,894 +1,164	+67%	+$97.5K	0.09%	79
2017 Q3	$144K	Buy	1,730 +68	+4%	+$5.68K	0.06%	95
2017 Q2	$138K	Buy	1,662 +218	+15%	+$18.2K	0.06%	91
2017 Q1	$119K	Sell	1,444 -32	-2%	-$2.65K	0.06%	66
2016 Q4	$122K	Buy	1,476 +1,286	+677%	+$105K	0.06%	64
2016 Q3	$16.5K	Buy	190 +1	+0.5%	+$89	0.01%	149
2016 Q2	$16.8K	Buy	189 +71	+60%	+$5.97K	0.01%	144
2016 Q1	$9.93K	Buy	118 +64	+119%	+$4.98K	0.01%	180
2015 Q4	$4.32K	Buy	54 +1	+2%	+$79	﹤0.01%	216
2015 Q3	$4.04K	Buy	53 +1	+2%	+$77	﹤0.01%	231
2015 Q2	$3.91K	Hold	52	–	–	﹤0.01%	222
2015 Q1	$4.39K	Sell	52 -353	-87%	-$30K	﹤0.01%	208
2014 Q4	$32.8K	Buy	405 +1	+0.2%	+$78	0.02%	99
2014 Q3	$29K	Sell	404 -13	-3%	-$981	0.02%	101
2014 Q2	$31.2K	Sell	417 -3	-0.7%	-$221	0.02%	98
2014 Q1	$29.7K	Buy	420 +15	+4%	+$1.03K	0.02%	96
2013 Q4	$32.8K	Buy	+405	New	+$27.1K	0.02%	99

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raffa Wealth Management's VNQ Position: Q2 2026 in Review

Raffa Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.37% in Q2 2026, buying an estimated $2.68K and bringing the position to 7,578 shares worth $731K. The position accounts for 0.09% of the portfolio, ranked #48.

Raffa Wealth Management first reported a position in VNQ in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.05M in Q2 2023. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Raffa Wealth Management held 7,578 shares of Vanguard Real Estate ETF worth $731K as of Q2 2026.
Raffa Wealth Management bought 28 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.68K.
Vanguard Real Estate ETF made up 0.09% of Raffa Wealth Management's portfolio in Q2 2026, its #48 holding.
Raffa Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 50 quarters since.
Raffa Wealth Management's Vanguard Real Estate ETF position peaked at $1.05M in Q2 2023.
1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.