Summit Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Summit Wealth Partners’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	$625K	Sell	6,478 -30	-0.5%	-$2.87K	0.09%	152
2026 Q1	$577K	Buy	+6,508	New	+$597K	0.09%	145
2021 Q1	–	Sell	-2,762	Closed	-$235K	–	151
2020 Q4	$235K	Sell	2,762 -6,472	-70%	-$537K	0.06%	130
2020 Q3	$729K	Sell	9,234 -2,055	-18%	-$165K	0.22%	68
2020 Q2	$887K	Buy	+11,289	New	+$856K	0.29%	59

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

Summit Wealth Partners's VNQ Position: Q2 2026 in Review

Summit Wealth Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 0.46% in Q2 2026, selling an estimated $2.87K and leaving 6,478 shares worth $625K. The position accounts for 0.09% of the portfolio, ranked #152.

Summit Wealth Partners first reported a position in VNQ in Q2 2020 and has held it in 5 quarters since. The position peaked at $887K in Q2 2020. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Summit Wealth Partners held 6,478 shares of Vanguard Real Estate ETF worth $625K as of Q2 2026.
Summit Wealth Partners sold 30 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.87K.
Vanguard Real Estate ETF made up 0.09% of Summit Wealth Partners's portfolio in Q2 2026, its #152 holding.
Summit Wealth Partners first reported a position in Vanguard Real Estate ETF in Q2 2020 and has held it in 5 quarters since.
Summit Wealth Partners's Vanguard Real Estate ETF position peaked at $887K in Q2 2020.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.