Red Mountain Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Red Mountain Financial’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	$377K	Sell	3,907 -217	-5%	-$20.7K	0.32%	52
2026 Q1	$366K	Sell	4,124 -2	-0%	-$183	0.34%	51
2025 Q4	$365K	Sell	4,126 -708	-15%	-$63.6K	0.36%	48
2025 Q3	$442K	Buy	4,834 +9	+0.2%	+$816	0.45%	42
2025 Q2	$430K	Buy	4,825 +8	+0.2%	+$706	0.48%	42
2025 Q1	$436K	Buy	4,817 +9	+0.2%	+$817	0.53%	38
2024 Q4	$428K	Sell	4,808 -208	-4%	-$19.7K	0.46%	37
2024 Q3	$489K	Sell	5,016 -67	-1%	-$6.17K	0.52%	37
2024 Q2	$426K	Buy	+5,083	New	+$420K	0.51%	39
2023 Q4	$471K	Buy	+5,336	New	+$423K	0.73%	38

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Red Mountain Financial's VNQ Position: Q2 2026 in Review

Red Mountain Financial reduced its Vanguard Real Estate ETF (VNQ) stake by 5.3% in Q2 2026, selling an estimated $20.7K and leaving 3,907 shares worth $377K. The position accounts for 0.32% of the portfolio, ranked #52.

Red Mountain Financial first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $489K in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Red Mountain Financial held 3,907 shares of Vanguard Real Estate ETF worth $377K as of Q2 2026.
Red Mountain Financial sold 217 Vanguard Real Estate ETF shares in Q2 2026, an estimated $20.7K.
Vanguard Real Estate ETF made up 0.32% of Red Mountain Financial's portfolio in Q2 2026, its #52 holding.
Red Mountain Financial first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Red Mountain Financial's Vanguard Real Estate ETF position peaked at $489K in Q3 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.