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VNQ icon

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

Tower View 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 		$38.8K Buy
402
+3
+0.8% +$287 0.02% 111
2026
Q1 		$35.4K Buy
399
+304
+320% +$27.9K 0.02% 104
2025
Q4 		$8.41K Buy
95
+11
+13% +$989 ﹤0.01% 138
2025
Q3 		$7.72K Hold
84
– – ﹤0.01% 138
2025
Q2 		$7.47K Buy
84
+1
+1% +$88 ﹤0.01% 151
2025
Q1 		$7.54K Hold
83
– – ﹤0.01% 139
2024
Q4 		$7.36K Buy
83
+2
+2% +$189 ﹤0.01% 137
2024
Q3 		$7.93K Hold
81
– – ﹤0.01% 144
2024
Q2 		$6.76K Sell
81
-61
-43% -$5.04K ﹤0.01% 144
2024
Q1 		$12.3K Sell
142
-312
-69% -$26.7K 0.01% 127
2023
Q4 		$40K Buy
454
+10
+2% +$793 0.02% 86
2023
Q3 		$34K Buy
444
+48
+12% +$3.96K 0.02% 87
2023
Q2 		$33K Sell
396
-1,556
-80% -$127K 0.02% 87
2023
Q1 		$162K Buy
1,952
+123
+7% +$10.6K 0.11% 59
2022
Q4 		$151K Buy
1,829
+25
+1% +$2.07K 0.11% 62
2022
Q3 		$145K Buy
1,804
+20
+1% +$1.87K 0.11% 63
2022
Q2 		$163K Buy
1,784
+1,615
+956% +$161K 0.12% 62
2022
Q1 		$18K Buy
169
+1
+0.6% +$106 0.01% 131
2021
Q4 		$20K Buy
168
+1
+0.6% +$109 0.01% 131
2021
Q3 		$17K Buy
167
+1
+0.6% +$106 0.01% 145
2021
Q2 		$17K Buy
+166
New +$16.5K 0.01% 110
2020
Q1 		– Sell
-2,091
Closed -$194K – 140
2019
Q4 		$194K Sell
2,091
-801
-28% -$74.2K 0.15% 62
2019
Q3 		$270K Sell
2,892
-52
-2% -$4.72K 0.22% 58
2019
Q2 		$257K Sell
2,944
-305
-9% -$26.7K 0.22% 56
2019
Q1 		$282K Buy
3,249
+325
+11% +$26.8K 0.25% 54
2018
Q4 		$218K Sell
2,924
-103
-3% -$8.12K 0.23% 56
2018
Q3 		$244K Buy
3,027
+343
+13% +$28.2K 0.21% 64
2018
Q2 		$219K Buy
2,684
+217
+9% +$16.8K 0.21% 62
2018
Q1 		$186K Buy
+2,467
New +$189K 0.19% 66

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

Tower View Wealth Management's VNQ Position: Q2 2026 in Review

Tower View Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.75% in Q2 2026, buying an estimated $287 and bringing the position to 402 shares worth $38.8K. The position accounts for 0.02% of the portfolio, ranked #111.

Tower View Wealth Management first reported a position in VNQ in Q1 2018 and has held it in 29 quarters since. The position peaked at $282K in Q1 2019. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Tower View Wealth Management held 402 shares of Vanguard Real Estate ETF worth $38.8K as of Q2 2026.
  • Tower View Wealth Management bought 3 Vanguard Real Estate ETF shares in Q2 2026, an estimated $287.
  • Vanguard Real Estate ETF made up 0.02% of Tower View Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Tower View Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2018 and has held it in 29 quarters since.
  • Tower View Wealth Management's Vanguard Real Estate ETF position peaked at $282K in Q1 2019.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.