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VNQ icon

Seamount Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Seamount Financial Group’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 		$3.35M Buy
34,714
+693
+2% +$66.2K 1.35% 21
2026
Q1 		$3.02M Buy
34,021
+2,579
+8% +$236K 1.36% 23
2025
Q4 		$2.78M Buy
31,442
+476
+2% +$42.8K 1.26% 25
2025
Q3 		$2.83M Buy
30,966
+1,455
+5% +$132K 1.34% 23
2025
Q2 		$2.63M Buy
29,511
+4,316
+17% +$381K 1.35% 25
2025
Q1 		$2.28M Buy
25,195
+673
+3% +$61.1K 1.55% 21
2024
Q4 		$2.18M Sell
24,522
-1,473
-6% -$139K 1.51% 22
2024
Q3 		$2.53M Buy
25,995
+2,045
+9% +$188K 1.9% 15
2024
Q2 		$2.01M Sell
23,950
-122
-0.5% -$10.1K 1.64% 21
2024
Q1 		$2.08M Buy
24,072
+794
+3% +$67.8K 1.82% 19
2023
Q4 		$2.06M Buy
+23,278
New +$1.84M 1.97% 15

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
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

Seamount Financial Group's VNQ Position: Q2 2026 in Review

Seamount Financial Group increased its Vanguard Real Estate ETF (VNQ) stake by 2% in Q2 2026, buying an estimated $66.2K and bringing the position to 34,714 shares worth $3.35M. The position accounts for 1.35% of the portfolio, ranked #21.

Seamount Financial Group first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Seamount Financial Group held 34,714 shares of Vanguard Real Estate ETF worth $3.35M as of Q2 2026.
  • Seamount Financial Group bought 693 Vanguard Real Estate ETF shares in Q2 2026, an estimated $66.2K.
  • Vanguard Real Estate ETF made up 1.35% of Seamount Financial Group's portfolio in Q2 2026, its #21 holding.
  • Seamount Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.