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

SMART 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	$3.22M	Sell	33,365 -6,600	-17%	-$631K	0.69%	45
2026 Q1	$3.54M	Buy	39,965 +1,516	+4%	+$139K	1.04%	27
2025 Q4	$3.4M	Sell	38,449 -2,970	-7%	-$267K	1.04%	33
2025 Q3	$3.79M	Buy	41,419 +8,017	+24%	+$727K	1.43%	19
2025 Q2	$2.97M	Buy	33,402 +20,009	+149%	+$1.76M	0.93%	38
2025 Q1	$1.21M	Buy	13,393 +851	+7%	+$77.2K	0.43%	64
2024 Q4	$1.12M	Buy	12,542 +2,783	+29%	+$263K	0.4%	68
2024 Q3	$951K	Buy	9,759 +2,500	+34%	+$230K	0.37%	58
2024 Q2	$608K	Buy	7,259 +1,974	+37%	+$163K	0.25%	70
2024 Q1	$457K	Buy	+5,285	New	+$452K	0.21%	69

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

SMART Wealth's VNQ Position: Q2 2026 in Review

SMART Wealth reduced its Vanguard Real Estate ETF (VNQ) stake by 17% in Q2 2026, selling an estimated $631K and leaving 33,365 shares worth $3.22M. The position accounts for 0.69% of the portfolio, ranked #45.

SMART Wealth first reported a position in VNQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.79M in Q3 2025. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

SMART Wealth held 33,365 shares of Vanguard Real Estate ETF worth $3.22M as of Q2 2026.
SMART Wealth sold 6,600 Vanguard Real Estate ETF shares in Q2 2026, an estimated $631K.
Vanguard Real Estate ETF made up 0.69% of SMART Wealth's portfolio in Q2 2026, its #45 holding.
SMART Wealth first reported a position in Vanguard Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
SMART Wealth's Vanguard Real Estate ETF position peaked at $3.79M in Q3 2025.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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