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

Traveka 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	$5.43M	Buy	56,268 +178	+0.3%	+$17K	1.8%	13
2026 Q1	$4.98M	Sell	56,090 -461	-0.8%	-$42.3K	1.9%	14
2025 Q4	$5M	Sell	56,551 -14	-0%	-$1.26K	2.04%	13
2025 Q3	$5.17M	Sell	56,565 -1,697	-3%	-$154K	2.31%	10
2025 Q2	$5.19M	Buy	58,262 +831	+1%	+$73.3K	2.75%	10
2025 Q1	$5.2M	Buy	57,431 +4,446	+8%	+$404K	2.91%	6
2024 Q4	$4.72M	Buy	52,985 +1,695	+3%	+$160K	2.6%	9
2024 Q3	$5M	Buy	51,290 +258	+0.5%	+$23.8K	2.54%	10
2024 Q2	$4.27M	Buy	51,032 +3,190	+7%	+$263K	2.09%	13
2024 Q1	$4.14M	Buy	47,842 +3,616	+8%	+$309K	1.91%	13
2023 Q4	$3.91M	Buy	+44,226	New	+$3.51M	1.97%	11

Other funds holding VNQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Traveka Wealth's VNQ Position: Q2 2026 in Review

Traveka Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 0.32% in Q2 2026, buying an estimated $17K and bringing the position to 56,268 shares worth $5.43M. The position accounts for 1.8% of the portfolio, ranked #13.

Traveka Wealth first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. 947 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Traveka Wealth held 56,268 shares of Vanguard Real Estate ETF worth $5.43M as of Q2 2026.
Traveka Wealth bought 178 Vanguard Real Estate ETF shares in Q2 2026, an estimated $17K.
Vanguard Real Estate ETF made up 1.8% of Traveka Wealth's portfolio in Q2 2026, its #13 holding.
Traveka Wealth first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
947 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.