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

Spire 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 		$691K Sell
7,170
-821
-10% -$78.5K 0.02% 470
2026
Q1 		$709K Buy
7,991
+389
+5% +$35.7K 0.02% 450
2025
Q4 		$673K Sell
7,602
-960
-11% -$86.3K 0.02% 474
2025
Q3 		$783K Buy
8,562
+1,052
+14% +$95.4K 0.03% 425
2025
Q2 		$669K Sell
7,510
-4,185
-36% -$369K 0.02% 450
2025
Q1 		$1.06M Sell
11,695
-4,717
-29% -$428K 0.03% 390
2024
Q4 		$1.46M Sell
16,412
-43,099
-72% -$4.07M 0.05% 307
2024
Q3 		$5.8M Buy
59,511
+1,775
+3% +$163K 0.2% 106
2024
Q2 		$4.82M Sell
57,736
-1,214
-2% -$100K 0.17% 126
2024
Q1 		$25.1M Buy
58,950
+2,240
+4% +$191K 0.46% 40
2023
Q4 		$4.84M Sell
56,710
-4,676
-8% -$371K 0.16% 147
2023
Q3 		$4.64M Buy
61,386
+2,389
+4% +$197K 0.18% 116
2023
Q2 		$4.93M Buy
58,997
+5,005
+9% +$410K 0.18% 104
2023
Q1 		$4.48M Buy
53,992
+17,906
+50% +$1.54M 0.17% 117
2022
Q4 		$2.98M Sell
36,086
-162
-0.4% -$13.4K 0.17% 127
2022
Q3 		$2.91M Sell
36,248
-16,657
-31% -$1.56M 0.18% 117
2022
Q2 		$4.82M Sell
52,905
-8,972
-14% -$894K 0.2% 124
2022
Q1 		$6.71M Sell
61,877
-3,518
-5% -$372K 0.18% 131
2021
Q4 		$7.59M Buy
65,395
+6,693
+11% +$731K 0.17% 139
2021
Q3 		$5.97M Buy
58,702
+1,714
+3% +$182K 0.16% 148
2021
Q2 		$5.83M Sell
56,988
-3,779
-6% -$375K 0.16% 154
2021
Q1 		$4.84M Buy
+60,767
New +$5.34M 0.13% 164

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Spire Wealth Management's VNQ Position: Q2 2026 in Review

Spire Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 10% in Q2 2026, selling an estimated $78.5K and leaving 7,170 shares worth $691K. The position accounts for 0.02% of the portfolio, ranked #470.

Spire Wealth Management first reported a position in VNQ in Q1 2021 and has held it in 22 quarters since. The position peaked at $25.1M in Q1 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Spire Wealth Management held 7,170 shares of Vanguard Real Estate ETF worth $691K as of Q2 2026.
  • Spire Wealth Management sold 821 Vanguard Real Estate ETF shares in Q2 2026, an estimated $78.5K.
  • Vanguard Real Estate ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #470 holding.
  • Spire Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Real Estate ETF position peaked at $25.1M in Q1 2024.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.