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

Smallwood Wealth Investment 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 		$60.8K Hold
630
– – 0.03% 175
2026
Q1 		$55.9K Hold
630
– – 0.03% 167
2025
Q4 		$55.7K Hold
630
– – 0.03% 166
2025
Q3 		$57.6K Hold
630
– – 0.03% 167
2025
Q2 		$56.1K Hold
630
– – 0.03% 156
2025
Q1 		$57K Buy
+630
New +$57.2K 0.04% 152

Other funds holding VNQ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
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

Smallwood Wealth Investment Management's VNQ Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 630 shares worth $60.8K. The position accounts for 0.03% of the portfolio, ranked #175.

Smallwood Wealth Investment Management first reported a position in VNQ in Q1 2025 and has held it in 6 quarters since. 1,220 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Smallwood Wealth Investment Management held 630 shares of Vanguard Real Estate ETF worth $60.8K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #175 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.