TrueNorth Wealth & Impact, LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

TrueNorth Wealth & Impact, LLC’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 Q3	$5.75M	Buy	+64,177	New	+$6.22M	2.19%	12

Other funds holding VNQ

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's VNQ Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Vanguard Real Estate ETF (VNQ) in Q3 2026: 64,177 shares worth $5.75M. The stake represents 2.19% of the portfolio and ranks #12 among its holdings.

1,574 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 64,177 shares of Vanguard Real Estate ETF worth $5.75M as of Q3 2026.
Vanguard Real Estate ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Vanguard Real Estate ETF made up 2.19% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #12 holding.
1,574 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.