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

StrongBox 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	$28K	Buy	+290	New	+$27.7K	0.01%	204
2023 Q2	–	Sell	-2,548	Closed	-$212K	–	89
2023 Q1	$212K	Sell	2,548 -274	-10%	-$23.5K	0.14%	84
2022 Q4	$233K	Sell	2,822 -32	-1%	-$2.65K	0.16%	71
2022 Q3	$229K	Sell	2,854 -228	-7%	-$21.3K	0.17%	72
2022 Q2	$281K	Buy	3,082 +274	+10%	+$27.3K	0.18%	72
2022 Q1	$304K	Sell	2,808 -486	-15%	-$51.4K	0.17%	77
2021 Q4	$382K	Sell	3,294 -105	-3%	-$11.5K	0.19%	80
2021 Q3	$346K	Hold	3,399	–	–	0.19%	83
2021 Q2	$346K	Sell	3,399 -50	-1%	-$4.96K	0.2%	79
2021 Q1	$317K	Sell	3,449 -56	-2%	-$4.92K	0.2%	73
2020 Q4	$298K	Sell	3,505 -2,591	-43%	-$215K	0.19%	75
2020 Q3	$481K	Sell	6,096 -11,142	-65%	-$894K	0.35%	55
2020 Q2	$1.35M	Sell	17,238 -18,172	-51%	-$1.38M	1.23%	26
2020 Q1	$2.47M	Buy	+35,410	New	+$3.11M	2.81%	9

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

StrongBox Wealth's VNQ Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 290 shares worth $28K. The stake represents 0.01% of the portfolio and ranks #204 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in VNQ as recently as Q1 2023.

StrongBox Wealth first reported a position in VNQ in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.47M in Q1 2020. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

StrongBox Wealth held 290 shares of Vanguard Real Estate ETF worth $28K as of Q2 2026.
Vanguard Real Estate ETF was a new StrongBox Wealth position in Q2 2026.
Vanguard Real Estate ETF made up 0.01% of StrongBox Wealth's portfolio in Q2 2026, its #204 holding.
StrongBox Wealth first reported a position in Vanguard Real Estate ETF in Q1 2020 and has held it in 14 quarters since.
StrongBox Wealth's Vanguard Real Estate ETF position peaked at $2.47M in Q1 2020.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.