Strategic Family Wealth Counselors’s Vanguard Real Estate ETF VNQ Stock Holding History

Strategic Family Wealth Counselors’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	$276K	Buy	2,863 +54	+2%	+$5.16K	0.06%	149
2026 Q1	$249K	Hold	2,809	–	–	0.07%	142
2025 Q4	$255K	Buy	+2,809	New	+$252K	0.06%	187
2022 Q4	–	Sell	-6,237	Closed	-$500K	–	112
2022 Q3	$500K	Buy	6,237 +1,004	+19%	+$93.9K	0.25%	51
2022 Q2	$477K	Buy	5,233 +655	+14%	+$65.3K	0.23%	55
2022 Q1	$496K	Sell	4,578 -4,254	-48%	-$450K	0.2%	58
2021 Q4	$1.02M	Buy	+8,832	New	+$965K	0.33%	44
2020 Q3	–	Sell	-4,430	Closed	-$348K	–	82
2020 Q2	$348K	Buy	4,430 +276	+7%	+$20.9K	0.22%	58
2020 Q1	$290K	Buy	4,154 +231	+6%	+$20.3K	0.22%	58
2019 Q4	$364K	Hold	3,923	–	–	0.29%	45
2019 Q3	$366K	Hold	3,923	–	–	0.28%	47
2019 Q2	$343K	Buy	3,923 +212	+6%	+$18.6K	0.27%	46
2019 Q1	$323K	Buy	+3,711	New	+$307K	0.26%	48

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

Strategic Family Wealth Counselors's VNQ Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Vanguard Real Estate ETF (VNQ) stake by 1.9% in Q2 2026, buying an estimated $5.16K and bringing the position to 2,863 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #149.

Strategic Family Wealth Counselors first reported a position in VNQ in Q1 2019 and has held it in 13 quarters since. The position peaked at $1.02M in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Strategic Family Wealth Counselors held 2,863 shares of Vanguard Real Estate ETF worth $276K as of Q2 2026.
Strategic Family Wealth Counselors bought 54 Vanguard Real Estate ETF shares in Q2 2026, an estimated $5.16K.
Vanguard Real Estate ETF made up 0.06% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #149 holding.
Strategic Family Wealth Counselors first reported a position in Vanguard Real Estate ETF in Q1 2019 and has held it in 13 quarters since.
Strategic Family Wealth Counselors's Vanguard Real Estate ETF position peaked at $1.02M in Q4 2021.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.