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

StackStone 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 Q3	$262K	Buy	+2,918	New	+$283K	0.03%	297

Other funds holding VNQ

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Seven Post Investment Office San Francisco, California $328M AUM 7.15% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

StackStone Wealth's VNQ Position: Q3 2026 in Review

StackStone Wealth opened a new position in Vanguard Real Estate ETF (VNQ) in Q3 2026: 2,918 shares worth $262K. The stake represents 0.03% of the portfolio and ranks #297 among its holdings.

773 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

StackStone Wealth held 2,918 shares of Vanguard Real Estate ETF worth $262K as of Q3 2026.
Vanguard Real Estate ETF was a new StackStone Wealth position in Q3 2026.
Vanguard Real Estate ETF made up 0.03% of StackStone Wealth's portfolio in Q3 2026, its #297 holding.
773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.