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Summit Wealth Group (Colorado)’s Vanguard Real Estate ETF VNQ Stock Holding History

Summit Wealth Group (Colorado)’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 		$844K Buy
8,756
+149
+2% +$14.2K 0.07% 147
2026
Q1 		$767K Buy
+8,607
New +$789K 0.08% 131

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

Summit Wealth Group (Colorado)'s VNQ Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard Real Estate ETF (VNQ) stake by 1.7% in Q2 2026, buying an estimated $14.2K and bringing the position to 8,756 shares worth $844K. The position accounts for 0.07% of the portfolio, ranked #147.

Summit Wealth Group (Colorado) first reported a position in VNQ in Q1 2026 and has held it in 2 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Summit Wealth Group (Colorado) held 8,756 shares of Vanguard Real Estate ETF worth $844K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 149 Vanguard Real Estate ETF shares in Q2 2026, an estimated $14.2K.
  • Vanguard Real Estate ETF made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #147 holding.
  • Summit Wealth Group (Colorado) first reported a position in Vanguard Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.