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Synergy Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Synergy Investment Management’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 		$24.3K Sell
252
-2
-0.8% -$191 0.01% 487
2026
Q1 		$22.5K Buy
+254
New +$23.3K 0.01% 383
2025
Q2 		– Sell
-302
Closed -$27.3K – 553
2025
Q1 		$27.3K Sell
302
-314
-51% -$28.5K 0.01% 280
2024
Q4 		$54.9K Buy
+616
New +$58.2K 0.02% 226

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

Synergy Investment Management's VNQ Position: Q2 2026 in Review

Synergy Investment Management reduced its Vanguard Real Estate ETF (VNQ) stake by 0.79% in Q2 2026, selling an estimated $191 and leaving 252 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #487.

Synergy Investment Management first reported a position in VNQ in Q4 2024 and has held it in 4 quarters since. The position peaked at $54.9K in Q4 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Synergy Investment Management held 252 shares of Vanguard Real Estate ETF worth $24.3K as of Q2 2026.
  • Synergy Investment Management sold 2 Vanguard Real Estate ETF shares in Q2 2026, an estimated $191.
  • Vanguard Real Estate ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #487 holding.
  • Synergy Investment Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Vanguard Real Estate ETF position peaked at $54.9K in Q4 2024.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.