RWMH
VNQ icon

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

Riverpoint Wealth Management Holdings’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 		$11.2M Buy
116,267
+2,122
+2% +$203K 2.06% 13
2026
Q1 		$10.1M Sell
114,145
-151
-0.1% -$13.8K 2.15% 12
2025
Q4 		$10.1M Buy
114,296
+3,419
+3% +$307K 2.17% 12
2025
Q3 		$10.1M Buy
110,877
+1,234
+1% +$112K 2.23% 12
2025
Q2 		$9.76M Sell
109,643
-1,855
-2% -$164K 2.3% 12
2025
Q1 		$10.1M Buy
111,498
+393
+0.4% +$35.7K 2.61% 12
2024
Q4 		$9.9M Buy
111,105
+2,399
+2% +$227K 2.58% 12
2024
Q3 		$10.6M Sell
108,706
-266
-0.2% -$24.5K 2.71% 12
2024
Q2 		$9.13M Sell
108,972
-10,068
-8% -$831K 2.53% 12
2024
Q1 		$10.3M Sell
119,040
-361
-0.3% -$30.8K 2.86% 11
2023
Q4 		$10.6M Buy
119,401
+114,591
+2,382% +$9.08M 3.11% 10
2023
Q3 		$364K Buy
4,810
+51
+1% +$4.21K 0.12% 38
2023
Q2 		$398K Sell
4,759
-198
-4% -$16.2K 0.13% 36
2023
Q1 		$412K Sell
4,957
-9,193
-65% -$790K 0.14% 34
2022
Q4 		$1.17M Buy
14,150
+10,817
+325% +$897K 0.43% 22
2022
Q3 		$267K Buy
3,333
+34
+1% +$3.18K 0.11% 40
2022
Q2 		$301K Sell
3,299
-47
-1% -$4.68K 0.12% 37
2022
Q1 		$363K Buy
3,346
+2
+0.1% +$212 0.13% 36
2021
Q4 		$388K Buy
3,344
+246
+8% +$26.9K 0.13% 36
2021
Q3 		$315K Buy
3,098
+17
+0.6% +$1.8K 0.11% 50
2021
Q2 		$314K Sell
3,081
-8
-0.3% -$793 0.09% 74
2021
Q1 		$284K Buy
3,089
+36
+1% +$3.16K 0.09% 74
2020
Q4 		$259K Buy
3,053
+34
+1% +$2.82K 0.08% 75
2020
Q3 		$238K Buy
3,019
+16
+0.5% +$1.28K 0.09% 73
2020
Q2 		$236K Buy
+3,003
New +$228K 0.09% 68
2020
Q1 		– Sell
-3,928
Closed -$364K – 75
2019
Q4 		$364K Buy
3,928
+32
+0.8% +$2.96K 0.14% 56
2019
Q3 		$363K Buy
3,896
+51
+1% +$4.63K 0.16% 48
2019
Q2 		$336K Buy
3,845
+25
+0.7% +$2.19K 0.15% 50
2019
Q1 		$332K Sell
3,820
-213
-5% -$17.6K 0.16% 45
2018
Q4 		$304K Buy
4,033
+35
+0.9% +$2.76K 0.17% 48
2018
Q3 		$322K Buy
3,998
+41
+1% +$3.38K 0.16% 46
2018
Q2 		$322K Buy
3,957
+32
+0.8% +$2.48K 0.18% 44
2018
Q1 		$298K Buy
3,925
+33
+0.8% +$2.53K 0.18% 38
2017
Q4 		$322K Buy
3,892
+154
+4% +$12.9K 0.2% 35
2017
Q3 		$311K Buy
3,738
+154
+4% +$12.9K 0.2% 36
2017
Q2 		$291K Buy
3,584
+31
+0.9% +$2.58K 0.2% 36
2017
Q1 		$295K Buy
3,553
+27
+0.8% +$2.24K 0.22% 32
2016
Q4 		$294K Buy
+3,526
New +$287K 0.24% 30

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Riverpoint Wealth Management Holdings's VNQ Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its Vanguard Real Estate ETF (VNQ) stake by 1.9% in Q2 2026, buying an estimated $203K and bringing the position to 116,267 shares worth $11.2M. The position accounts for 2.06% of the portfolio, ranked #13.

Riverpoint Wealth Management Holdings first reported a position in VNQ in Q4 2016 and has held it in 38 quarters since. 1,805 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Riverpoint Wealth Management Holdings held 116,267 shares of Vanguard Real Estate ETF worth $11.2M as of Q2 2026.
  • Riverpoint Wealth Management Holdings bought 2,122 Vanguard Real Estate ETF shares in Q2 2026, an estimated $203K.
  • Vanguard Real Estate ETF made up 2.06% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #13 holding.
  • Riverpoint Wealth Management Holdings first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 38 quarters since.
  • 1,805 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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