Tidemark’s Vanguard Real Estate ETF VNQ Stock Holding History

Tidemark’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	$29.9K	Hold	310	–	–	0.01%	369
2026 Q1	$27.5K	Hold	310	–	–	0.01%	329
2025 Q4	$27.4K	Hold	310	–	–	0.01%	302
2025 Q3	$28.3K	Hold	310	–	–	0.01%	313
2025 Q2	$27.6K	Hold	310	–	–	0.01%	325
2025 Q1	$28.1K	Hold	310	–	–	0.01%	315
2024 Q4	$27.6K	Sell	310 -202	-39%	-$19.1K	0.01%	314
2024 Q3	$49.9K	Buy	512 +2	+0.4%	+$184	0.02%	233
2024 Q2	$42.7K	Sell	510 -10	-2%	-$826	0.02%	237
2024 Q1	$45K	Buy	520 +2	+0.4%	+$171	0.03%	243
2023 Q4	$45.8K	Buy	+518	New	+$41.1K	0.03%	236

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

Tidemark's VNQ Position: Q2 2026 in Review

Tidemark held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 310 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #369.

Tidemark first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $49.9K in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Tidemark held 310 shares of Vanguard Real Estate ETF worth $29.9K as of Q2 2026.
Tidemark left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.01% of Tidemark's portfolio in Q2 2026, its #369 holding.
Tidemark first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's Vanguard Real Estate ETF position peaked at $49.9K in Q3 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.