SW
VNQ icon

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

SteelPeak 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 		$406K Buy
4,210
+74
+2% +$7.07K 0.01% 467
2026
Q1 		$367K Buy
4,136
+41
+1% +$3.76K 0.01% 420
2025
Q4 		$362K Buy
4,095
+736
+22% +$66.1K 0.01% 402
2025
Q3 		$307K Buy
3,359
+15
+0.4% +$1.36K 0.01% 456
2025
Q2 		$298K Sell
3,344
-1,553
-32% -$137K 0.01% 422
2025
Q1 		$443K Buy
4,897
+433
+10% +$39.3K 0.02% 361
2024
Q4 		$398K Buy
4,464
+801
+22% +$75.7K 0.02% 367
2024
Q3 		$360K Buy
3,663
+14
+0.4% +$1.29K 0.02% 367
2024
Q2 		$309K Sell
3,649
-374
-9% -$30.9K 0.01% 377
2024
Q1 		$348K Sell
4,023
-4
-0.1% -$342 0.02% 346
2023
Q4 		$356K Sell
4,027
-791
-16% -$62.7K 0.02% 318
2023
Q3 		$368K Buy
4,818
+115
+2% +$9.48K 0.02% 298
2023
Q2 		$397K Buy
+4,703
New +$385K 0.02% 280

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

SteelPeak Wealth's VNQ Position: Q2 2026 in Review

SteelPeak Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 1.8% in Q2 2026, buying an estimated $7.07K and bringing the position to 4,210 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #467.

SteelPeak Wealth first reported a position in VNQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $443K in Q1 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • SteelPeak Wealth held 4,210 shares of Vanguard Real Estate ETF worth $406K as of Q2 2026.
  • SteelPeak Wealth bought 74 Vanguard Real Estate ETF shares in Q2 2026, an estimated $7.07K.
  • Vanguard Real Estate ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #467 holding.
  • SteelPeak Wealth first reported a position in Vanguard Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • SteelPeak Wealth's Vanguard Real Estate ETF position peaked at $443K in Q1 2025.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.