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VNQ icon

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

Rockwood 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 		$16.6M Sell
171,815
-3,936
-2% -$376K 1.05% 12
2026
Q1 		$15.6M Sell
175,751
-3,303
-2% -$303K 1.12% 12
2025
Q4 		$15.8M Sell
179,054
-3,382
-2% -$304K 1.18% 12
2025
Q3 		$16.7M Sell
182,436
-12,988
-7% -$1.18M 1.33% 12
2025
Q2 		$17.4M Sell
195,424
-72,903
-27% -$6.43M 1.53% 11
2025
Q1 		$24.3M Sell
268,327
-14,099
-5% -$1.28M 2.48% 9
2024
Q4 		$24.9M Sell
282,426
-10,262
-4% -$970K 2.69% 8
2024
Q3 		$28.5M Buy
292,688
+17,348
+6% +$1.6M 3.14% 7
2024
Q2 		$23.1M Buy
275,340
+23,881
+9% +$1.97M 2.81% 9
2024
Q1 		$21.7M Buy
251,459
+29,811
+13% +$2.55M 2.81% 8
2023
Q4 		$19.6M Buy
221,648
+10,691
+5% +$847K 2.87% 8
2023
Q3 		$16M Buy
210,957
+36,504
+21% +$3.01M 2.68% 8
2023
Q2 		$14.6M Buy
174,453
+25,517
+17% +$2.09M 2.5% 8
2023
Q1 		$12.4M Buy
148,936
+21,822
+17% +$1.87M 2.44% 9
2022
Q4 		$10.5M Buy
127,114
+30,468
+32% +$2.53M 2.45% 9
2022
Q3 		$7.75M Buy
96,646
+32,553
+51% +$3.04M 2.48% 8
2022
Q2 		$5.84M Buy
64,093
+15,438
+32% +$1.54M 2.73% 4
2022
Q1 		$5.27M Buy
48,655
+18,006
+59% +$1.91M 2.53% 3
2021
Q4 		$3.56M Buy
+30,649
New +$3.35M 1.58% 3

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Rockwood Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 2.2% in Q2 2026, selling an estimated $376K and leaving 171,815 shares worth $16.6M. The position accounts for 1.05% of the portfolio, ranked #12.

Rockwood Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $28.5M in Q3 2024. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Rockwood Wealth Management held 171,815 shares of Vanguard Real Estate ETF worth $16.6M as of Q2 2026.
  • Rockwood Wealth Management sold 3,936 Vanguard Real Estate ETF shares in Q2 2026, an estimated $376K.
  • Vanguard Real Estate ETF made up 1.05% of Rockwood Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Rockwood Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Rockwood Wealth Management's Vanguard Real Estate ETF position peaked at $28.5M in Q3 2024.
  • 897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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