TWM
VNQ icon

Tanglewood Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Tanglewood Wealth 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 		$24.5M Buy
254,209
+28,722
+13% +$2.74M 2.09% 15
2026
Q1 		$20M Buy
225,487
+221,488
+5,539% +$20.3M 1.66% 16
2025
Q4 		$354K Sell
3,999
-199,119
-98% -$17.9M 0.03% 31
2025
Q3 		$18.6M Buy
203,118
+1,540
+0.8% +$140K 1.73% 16
2025
Q2 		$18M Sell
201,578
-12,010
-6% -$1.06M 1.77% 16
2025
Q1 		$19.3M Sell
213,588
-11,232
-5% -$1.02M 2.18% 17
2024
Q4 		$20M Buy
224,820
+73,546
+49% +$6.95M 2.31% 13
2024
Q3 		$14.7M Buy
151,274
+18,422
+14% +$1.7M 1.7% 15
2024
Q2 		$11.1M Sell
132,852
-80,437
-38% -$6.64M 1.38% 14
2024
Q1 		$18.4M Buy
213,289
+56,907
+36% +$4.86M 2.28% 13
2023
Q4 		$13.8M Buy
156,382
+41,080
+36% +$3.26M 1.69% 15
2023
Q3 		$8.72M Sell
115,302
-52,585
-31% -$4.34M 1.48% 13
2023
Q2 		$14M Sell
167,887
-125,685
-43% -$10.3M 2.01% 12
2023
Q1 		$24.4M Buy
293,572
+27,316
+10% +$2.35M 3.54% 12
2022
Q4 		$22M Buy
266,256
+32,506
+14% +$2.7M 3.29% 11
2022
Q3 		$18.7M Sell
233,750
-2,339
-1% -$219K 2.83% 14
2022
Q2 		$21.5M Buy
236,089
+25,338
+12% +$2.53M 2.9% 13
2022
Q1 		$22.8M Sell
210,751
-714
-0.3% -$75.6K 3.43% 12
2021
Q4 		$24.5M Buy
211,465
+18,803
+10% +$2.05M 4.07% 10
2021
Q3 		$19.6M Buy
192,662
+26,483
+16% +$2.81M 3.48% 10
2021
Q2 		$16.9M Buy
166,179
+32,257
+24% +$3.2M 3.03% 11
2021
Q1 		$12.3M Buy
133,922
+5,670
+4% +$498K 2.45% 12
2020
Q4 		$10.9M Sell
128,252
-178,489
-58% -$14.8M 2.29% 11
2020
Q3 		$24.2M Sell
306,741
-5,949
-2% -$478K 5.52% 9
2020
Q2 		$24.6M Buy
312,690
+3,857
+1% +$292K 6.95% 7
2020
Q1 		$21.6M Buy
308,833
+811
+0.3% +$71.2K 4.18% 11
2019
Q4 		$28.6M Sell
308,022
-3,956
-1% -$366K 5.5% 7
2019
Q3 		$29.1M Buy
311,978
+3,450
+1% +$313K 6.34% 5
2019
Q2 		$27M Buy
308,528
+2,647
+0.9% +$232K 6.5% 6
2019
Q1 		$26.6M Sell
305,881
-50,600
-14% -$4.18M 5.84% 7
2018
Q4 		$26.6M Sell
356,481
-65,077
-15% -$5.13M 6.67% 6
2018
Q3 		$34M Buy
421,558
+2,215
+0.5% +$182K 9.61% 5
2018
Q2 		$34.2M Buy
419,343
+7,497
+2% +$581K 9.94% 5
2018
Q1 		$31.1M Buy
411,846
+95,921
+30% +$7.34M 9.59% 5
2017
Q4 		$26.2M Buy
315,925
+6,026
+2% +$505K 8.25% 5
2017
Q3 		$25.7M Buy
309,899
+2,523
+0.8% +$211K 8.17% 5
2017
Q2 		$25.6M Buy
307,376
+2,043
+0.7% +$170K 7.82% 5
2017
Q1 		$25.2M Sell
305,333
-3,315
-1% -$275K 8.15% 5
2016
Q4 		$25.5M Sell
308,648
-2,674
-0.9% -$218K 8.78% 5
2016
Q3 		$27M Sell
311,322
-3,241
-1% -$289K 9.71% 5
2016
Q2 		$27.9M Buy
314,563
+795
+0.3% +$66.8K 10.28% 6
2016
Q1 		$26.3M Buy
313,768
+537
+0.2% +$41.8K 9.05% 6
2015
Q4 		$25M Sell
313,231
-1,558
-0.5% -$123K 9.89% 5
2015
Q3 		$23.8M Buy
314,789
+1,902
+0.6% +$146K 9.94% 5
2015
Q2 		$23.4M Buy
312,887
+5,067
+2% +$405K 10.27% 4
2015
Q1 		$26M Sell
307,820
-1,945
-0.6% -$165K 12.55% 4
2014
Q4 		$25.1M Sell
309,765
-8,683
-3% -$681K 15.74% 3
2014
Q3 		$22.9M Buy
318,448
+7,440
+2% +$561K 15.44% 4
2014
Q2 		$23.3M Buy
311,008
+114,792
+59% +$8.44M 22.65% 3
2014
Q1 		$13.9M Sell
196,216
-113,886
-37% -$7.8M 14.68% 3
2013
Q4 		$20M Sell
310,102
-43,312
-12% -$2.9M 16.38% 4
2013
Q3 		$23.4M Buy
353,414
+2,983
+0.9% +$203K 21.49% 4
2013
Q2 		$24.1M Buy
+350,431
New +$25.5M 20.7% 2

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Tanglewood Wealth Management's VNQ Position: Q2 2026 in Review

Tanglewood Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 13% in Q2 2026, buying an estimated $2.74M and bringing the position to 254,209 shares worth $24.5M. The position accounts for 2.09% of the portfolio, ranked #15.

Tanglewood Wealth Management first reported a position in VNQ in Q2 2013 and has held it in 53 quarters since. The position peaked at $34.2M in Q2 2018. 755 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Tanglewood Wealth Management held 254,209 shares of Vanguard Real Estate ETF worth $24.5M as of Q2 2026.
  • Tanglewood Wealth Management bought 28,722 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.74M.
  • Vanguard Real Estate ETF made up 2.09% of Tanglewood Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Tanglewood Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
  • Tanglewood Wealth Management's Vanguard Real Estate ETF position peaked at $34.2M in Q2 2018.
  • 755 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.