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VNQ icon

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

SlateStone 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 		$969K Buy
10,052
+500
+5% +$47.8K 0.07% 169
2026
Q1 		$847K Sell
9,552
-97
-1% -$8.89K 0.07% 175
2025
Q4 		$854K Buy
9,649
+2,500
+35% +$225K 0.07% 177
2025
Q3 		$654K Buy
7,149
+1,528
+27% +$139K 0.06% 192
2025
Q2 		$501K Buy
5,621
+402
+8% +$35.5K 0.05% 206
2025
Q1 		$473K Buy
5,219
+916
+21% +$83.1K 0.05% 210
2024
Q4 		$383K Buy
+4,303
New +$407K 0.04% 223
2024
Q3 		– Sell
-5,307
Closed -$445K – 305
2024
Q2 		$445K Buy
+5,307
New +$438K 0.05% 213

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

SlateStone Wealth's VNQ Position: Q2 2026 in Review

SlateStone Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 5.2% in Q2 2026, buying an estimated $47.8K and bringing the position to 10,052 shares worth $969K. The position accounts for 0.07% of the portfolio, ranked #169.

SlateStone Wealth first reported a position in VNQ in Q2 2024 and has held it in 8 quarters since. 607 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • SlateStone Wealth held 10,052 shares of Vanguard Real Estate ETF worth $969K as of Q2 2026.
  • SlateStone Wealth bought 500 Vanguard Real Estate ETF shares in Q2 2026, an estimated $47.8K.
  • Vanguard Real Estate ETF made up 0.07% of SlateStone Wealth's portfolio in Q2 2026, its #169 holding.
  • SlateStone Wealth first reported a position in Vanguard Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
  • 607 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.