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Sax Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Sax Wealth Advisors’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 		$2.07M Buy
23,299
+4,774
+26% +$456K 0.08% 149
2026
Q1 		$1.64M Hold
18,525
– – 0.08% 135
2025
Q4 		$1.64M Sell
18,525
-5,183
-22% -$466K 0.08% 138
2025
Q3 		$2.17M Sell
23,708
-4,493
-16% -$408K 0.12% 102
2025
Q2 		$2.51M Buy
28,201
+812
+3% +$71.6K 0.15% 85
2025
Q1 		$2.48M Buy
27,389
+5,751
+27% +$522K 0.18% 78
2024
Q4 		$1.93M Sell
21,638
-32
-0.1% -$3.02K 0.15% 80
2024
Q3 		$2.11M Buy
21,670
+1,167
+6% +$107K 0.19% 59
2024
Q2 		$1.72M Sell
20,503
-2,487
-11% -$205K 0.16% 65
2024
Q1 		$1.99M Sell
22,990
-367
-2% -$31.4K 0.23% 48
2023
Q4 		$2.06M Sell
23,357
-1,551
-6% -$123K 0.34% 53
2023
Q3 		$1.88M Sell
24,908
-778
-3% -$64.2K 0.37% 48
2023
Q2 		$2.15M Sell
25,686
-80
-0.3% -$6.55K 0.43% 41
2023
Q1 		$2.14M Sell
25,766
-1,508
-6% -$130K 0.46% 42
2022
Q4 		$2.25M Sell
27,274
-2,636
-9% -$219K 0.52% 38
2022
Q3 		$2.4M Sell
29,910
-1,818
-6% -$170K 0.62% 32
2022
Q2 		$2.89M Sell
31,728
-753
-2% -$75.1K 0.74% 25
2022
Q1 		$3.52M Sell
32,481
-10,120
-24% -$1.07M 0.85% 24
2021
Q4 		$4.94M Sell
42,601
-7,034
-14% -$768K 1.03% 22
2021
Q3 		$5.05M Sell
49,635
-50
-0.1% -$5.3K 1.2% 18
2021
Q2 		$5.06M Buy
49,685
+1,458
+3% +$145K 1.73% 14
2021
Q1 		$4.43M Buy
48,227
+2,937
+6% +$258K 1.62% 15
2020
Q4 		$3.85M Buy
+45,290
New +$3.76M 1.77% 14

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Sax Wealth Advisors's VNQ Position: Q2 2026 in Review

Sax Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 26% in Q2 2026, buying an estimated $456K and bringing the position to 23,299 shares worth $2.07M. The position accounts for 0.08% of the portfolio, ranked #149.

Sax Wealth Advisors first reported a position in VNQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.06M in Q2 2021. 453 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Sax Wealth Advisors held 23,299 shares of Vanguard Real Estate ETF worth $2.07M as of Q2 2026.
  • Sax Wealth Advisors bought 4,774 Vanguard Real Estate ETF shares in Q2 2026, an estimated $456K.
  • Vanguard Real Estate ETF made up 0.08% of Sax Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's Vanguard Real Estate ETF position peaked at $5.06M in Q2 2021.
  • 453 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.