Simplicity Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Simplicity Wealth’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	$1.83M	Buy	18,944 +13,969	+281%	+$1.33M	0.06%	299
2026 Q1	$441K	Buy	4,975 +924	+23%	+$84.7K	0.03%	482
2025 Q4	$358K	Sell	4,051 -1,412	-26%	-$127K	0.02%	514
2025 Q3	$499K	Sell	5,463 -49,831	-90%	-$4.52M	0.03%	439
2025 Q2	$4.92M	Buy	55,294 +36,653	+197%	+$3.23M	0.21%	113
2025 Q1	$1.69M	Buy	18,641 +13,156	+240%	+$1.19M	0.13%	176
2024 Q4	$489K	Sell	5,485 -8,559	-61%	-$809K	0.1%	172
2024 Q3	$1.37M	Sell	14,044 -17,187	-55%	-$1.58M	0.13%	152
2024 Q2	$2.62M	Sell	31,231 -845	-3%	-$69.8K	0.06%	306
2024 Q1	$2.77M	Buy	+32,076	New	+$2.74M	0.07%	285

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Simplicity Wealth's VNQ Position: Q2 2026 in Review

Simplicity Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 281% in Q2 2026, buying an estimated $1.33M and bringing the position to 18,944 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #299.

Simplicity Wealth first reported a position in VNQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.92M in Q2 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Simplicity Wealth held 18,944 shares of Vanguard Real Estate ETF worth $1.83M as of Q2 2026.
Simplicity Wealth bought 13,969 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.33M.
Vanguard Real Estate ETF made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #299 holding.
Simplicity Wealth first reported a position in Vanguard Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Vanguard Real Estate ETF position peaked at $4.92M in Q2 2025.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.