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

Ruedi 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 		$924K Buy
9,579
+35
+0.4% +$3.35K 0.22% 30
2026
Q1 		$847K Sell
9,544
-231
-2% -$21.2K 0.22% 30
2025
Q4 		$865K Buy
9,775
+59
+0.6% +$5.3K 0.23% 31
2025
Q3 		$888K Sell
9,716
-270
-3% -$24.5K 0.25% 31
2025
Q2 		$889K Buy
9,986
+1,741
+21% +$154K 0.26% 32
2025
Q1 		$747K Sell
8,245
-216
-3% -$19.6K 0.23% 29
2024
Q4 		$754K Sell
8,461
-27
-0.3% -$2.55K 0.24% 27
2024
Q3 		$827K Sell
8,488
-1,081
-11% -$99.5K 0.28% 26
2024
Q2 		$802K Sell
9,569
-277
-3% -$22.9K 0.32% 27
2024
Q1 		$851K Buy
9,846
+70
+0.7% +$5.98K 0.36% 25
2023
Q4 		$864K Buy
9,776
+4,089
+72% +$324K 0.41% 24
2023
Q3 		$430K Buy
5,687
+128
+2% +$10.6K 0.25% 29
2023
Q2 		$464K Buy
5,559
+42
+0.8% +$3.44K 0.27% 28
2023
Q1 		$458K Buy
5,517
+673
+14% +$57.8K 0.29% 27
2022
Q4 		$447K Buy
+4,844
New +$402K 0.32% 25

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

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

Ruedi Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.37% in Q2 2026, buying an estimated $3.35K and bringing the position to 9,579 shares worth $924K. The position accounts for 0.22% of the portfolio, ranked #30.

Ruedi Wealth Management first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Ruedi Wealth Management held 9,579 shares of Vanguard Real Estate ETF worth $924K as of Q2 2026.
  • Ruedi Wealth Management bought 35 Vanguard Real Estate ETF shares in Q2 2026, an estimated $3.35K.
  • Vanguard Real Estate ETF made up 0.22% of Ruedi Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Ruedi Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.