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

Rialto 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	$2.46M	Sell	25,505 -1,780	-7%	-$170K	0.49%	49
2026 Q1	$2.42M	Sell	27,285 -2,335	-8%	-$214K	0.54%	41
2025 Q4	$2.62M	Buy	29,620 +694	+2%	+$62.4K	0.63%	35
2025 Q3	$2.64M	Sell	28,926 -710	-2%	-$64.4K	0.68%	34
2025 Q2	$2.64M	Buy	29,636 +1,354	+5%	+$119K	0.74%	33
2025 Q1	$2.56M	Sell	28,282 -227	-0.8%	-$20.6K	0.8%	31
2024 Q4	$2.54M	Buy	+28,509	New	+$2.69M	0.84%	32

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

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

Rialto Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 6.5% in Q2 2026, selling an estimated $170K and leaving 25,505 shares worth $2.46M. The position accounts for 0.49% of the portfolio, ranked #49.

Rialto Wealth Management first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.64M in Q3 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Rialto Wealth Management held 25,505 shares of Vanguard Real Estate ETF worth $2.46M as of Q2 2026.
Rialto Wealth Management sold 1,780 Vanguard Real Estate ETF shares in Q2 2026, an estimated $170K.
Vanguard Real Estate ETF made up 0.49% of Rialto Wealth Management's portfolio in Q2 2026, its #49 holding.
Rialto Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's Vanguard Real Estate ETF position peaked at $2.64M in Q3 2025.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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