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

Steelhead 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 		– Sell
-2,656
Closed -$235K – 101
2026
Q1 		$235K Buy
+2,656
New +$244K 0.12% 78

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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

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

Steelhead Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 2,656 shares — an estimated $235K sold.

Steelhead Wealth Management first reported a position in VNQ in Q1 2026 and held it in 1 quarter. The position peaked at $235K in Q1 2026. 1,809 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Steelhead Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Steelhead Wealth Management sold 2,656 Vanguard Real Estate ETF shares in Q2 2026, an estimated $235K.
  • Steelhead Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2026 and held it in 1 quarter.
  • Steelhead Wealth Management's Vanguard Real Estate ETF position peaked at $235K in Q1 2026.
  • 1,809 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Steelhead Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.