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Towerpoint Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Towerpoint Wealth’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 		$520K Buy
5,389
+328
+6% +$31.3K 0.18% 70
2026
Q1 		$449K Buy
5,061
+7
+0.1% +$642 0.18% 63
2025
Q4 		$447K Sell
5,054
-323
-6% -$29K 0.18% 63
2025
Q3 		$492K Buy
5,377
+293
+6% +$26.6K 0.2% 58
2025
Q2 		$453K Sell
5,084
-306
-6% -$27K 0.2% 58
2025
Q1 		$488K Sell
5,390
-1,905
-26% -$173K 0.24% 50
2024
Q4 		$650K Sell
7,295
-13
-0.2% -$1.23K 0.32% 44
2024
Q3 		$712K Buy
7,308
+463
+7% +$42.6K 0.34% 44
2024
Q2 		$573K Sell
6,845
-466
-6% -$38.5K 0.29% 45
2024
Q1 		$632K Sell
7,311
-215
-3% -$18.4K 0.32% 44
2023
Q4 		$665K Sell
7,526
-831
-10% -$65.9K 0.36% 41
2023
Q3 		$632K Sell
8,357
-1,144
-12% -$94.3K 0.38% 43
2023
Q2 		$794K Sell
9,501
-1,047
-10% -$85.8K 0.45% 42
2023
Q1 		$876K Sell
10,548
-1,641
-13% -$141K 0.5% 35
2022
Q4 		$1.01M Buy
12,189
+3,078
+34% +$255K 0.58% 32
2022
Q3 		$730K Sell
9,111
-2,003
-18% -$187K 0.44% 39
2022
Q2 		$1.01M Sell
11,114
-925
-8% -$92.2K 0.61% 35
2022
Q1 		$1.3M Sell
12,039
-1,192
-9% -$126K 0.65% 29
2021
Q4 		$1.53M Sell
13,231
-2,602
-16% -$284K 0.73% 28
2021
Q3 		$1.61M Sell
15,833
-2,611
-14% -$277K 0.8% 26
2021
Q2 		$1.88M Sell
18,444
-9,960
-35% -$988K 0.93% 26
2021
Q1 		$2.61M Sell
28,404
-12,979
-31% -$1.14M 1.25% 21
2020
Q4 		$3.52M Sell
41,383
-5,437
-12% -$451K 1.76% 19
2020
Q3 		$3.7M Buy
46,820
+509
+1% +$40.9K 2.05% 16
2020
Q2 		$3.64M Buy
46,311
+67
+0.1% +$5.08K 2.26% 15
2020
Q1 		$3.23M Sell
46,244
-1,308
-3% -$115K 2.56% 14
2019
Q4 		$4.41M Sell
47,552
-2,713
-5% -$251K 2.92% 13
2019
Q3 		$4.69M Sell
50,265
-1,498
-3% -$136K 3.18% 13
2019
Q2 		$4.6M Sell
51,763
-6,912
-12% -$605K 3.23% 14
2019
Q1 		$5.1M Sell
58,675
-647
-1% -$53.5K 3.56% 13
2018
Q4 		$4.42M Buy
59,322
+1,569
+3% +$124K 3.55% 13
2018
Q3 		$4.66M Buy
57,753
+1,826
+3% +$150K 3.87% 10
2018
Q2 		$4.55M Buy
55,927
+3,022
+6% +$234K 4.28% 12
2018
Q1 		$3.99M Buy
52,905
+5,209
+11% +$399K 4.43% 12
2017
Q4 		$3.96M Buy
+47,696
New +$4M 5.24% 10

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
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
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Towerpoint Wealth's VNQ Position: Q2 2026 in Review

Towerpoint Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 6.5% in Q2 2026, buying an estimated $31.3K and bringing the position to 5,389 shares worth $520K. The position accounts for 0.18% of the portfolio, ranked #70.

Towerpoint Wealth first reported a position in VNQ in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.1M in Q1 2019. 583 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Towerpoint Wealth held 5,389 shares of Vanguard Real Estate ETF worth $520K as of Q2 2026.
  • Towerpoint Wealth bought 328 Vanguard Real Estate ETF shares in Q2 2026, an estimated $31.3K.
  • Vanguard Real Estate ETF made up 0.18% of Towerpoint Wealth's portfolio in Q2 2026, its #70 holding.
  • Towerpoint Wealth first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 35 quarters since.
  • Towerpoint Wealth's Vanguard Real Estate ETF position peaked at $5.1M in Q1 2019.
  • 583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.