Sweeney & Michel’s Vanguard Real Estate ETF VNQ Stock Holding History

Sweeney & Michel’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	$1.33M	Buy	13,515 +118	+0.9%	+$11.3K	0.35%	47
2026 Q1	$1.25M	Buy	13,397 +142	+1%	+$13K	0.37%	48
2025 Q4	$1.24M	Buy	13,255 +648	+5%	+$58.2K	0.37%	48
2025 Q3	$1.11M	Buy	12,607 +120	+1%	+$10.9K	0.37%	47
2025 Q2	$1.12M	Sell	12,487 -661	-5%	-$58.3K	0.4%	45
2025 Q1	$1.05M	Buy	+13,148	New	+$1.19M	0.46%	39
2024 Q3	$1.26M	Buy	12,871 +163	+1%	+$15K	0.49%	37
2024 Q2	$1.06M	Buy	12,708 +155	+1%	+$12.8K	0.45%	40
2024 Q1	$1.05M	Buy	+12,553	New	+$1.07M	0.47%	38
2023 Q3	$963K	Buy	12,658 +60	+0.5%	+$4.95K	0.5%	35
2023 Q2	$1.05M	Buy	12,598 +680	+6%	+$55.7K	0.54%	32
2023 Q1	$979K	Buy	+11,918	New	+$1.02M	0.52%	34

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

Sweeney & Michel's VNQ Position: Q2 2026 in Review

Sweeney & Michel increased its Vanguard Real Estate ETF (VNQ) stake by 0.88% in Q2 2026, buying an estimated $11.3K and bringing the position to 13,515 shares worth $1.33M. The position accounts for 0.35% of the portfolio, ranked #47.

Sweeney & Michel first reported a position in VNQ in Q1 2023 and has held it in 12 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Sweeney & Michel held 13,515 shares of Vanguard Real Estate ETF worth $1.33M as of Q2 2026.
Sweeney & Michel bought 118 Vanguard Real Estate ETF shares in Q2 2026, an estimated $11.3K.
Vanguard Real Estate ETF made up 0.35% of Sweeney & Michel's portfolio in Q2 2026, its #47 holding.
Sweeney & Michel first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 12 quarters since.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.