Smith & Howard Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Smith & Howard Wealth 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	$245K	Sell	2,537 -11	-0.4%	-$1.05K	0.05%	87
2026 Q1	$226K	Hold	2,548	–	–	0.05%	81
2025 Q4	$225K	Hold	2,548	–	–	0.05%	81
2025 Q3	$233K	Hold	2,548	–	–	0.05%	71
2025 Q2	$227K	Sell	2,548 -30	-1%	-$2.65K	0.06%	75
2025 Q1	$233K	Hold	2,578	–	–	0.06%	72
2024 Q4	$230K	Hold	2,578	–	–	0.06%	75
2024 Q3	$251K	Hold	2,578	–	–	0.07%	72
2024 Q2	$216K	Sell	2,578 -11	-0.4%	-$908	0.06%	80
2024 Q1	$224K	Hold	2,589	–	–	0.07%	76
2023 Q4	$229K	Buy	+2,589	New	+$205K	0.08%	63
2013 Q3	–	Sell	-190	Closed	-$13K	–	269
2013 Q2	$13K	Buy	+190	New	+$13.8K	0.01%	164

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

Smith & Howard Wealth Management's VNQ Position: Q2 2026 in Review

Smith & Howard Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 0.43% in Q2 2026, selling an estimated $1.05K and leaving 2,537 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #87.

Smith & Howard Wealth Management first reported a position in VNQ in Q2 2013 and has held it in 12 quarters since. The position peaked at $251K in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Smith & Howard Wealth Management held 2,537 shares of Vanguard Real Estate ETF worth $245K as of Q2 2026.
Smith & Howard Wealth Management sold 11 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.05K.
Vanguard Real Estate ETF made up 0.05% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #87 holding.
Smith & Howard Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 12 quarters since.
Smith & Howard Wealth Management's Vanguard Real Estate ETF position peaked at $251K in Q3 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.