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

TRB 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	$343K	Buy	+3,559	New	+$340K	0.05%	190

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

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

TRB Wealth Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 3,559 shares worth $343K. The stake represents 0.05% of the portfolio and ranks #190 among its holdings.

1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

TRB Wealth Management held 3,559 shares of Vanguard Real Estate ETF worth $343K as of Q2 2026.
Vanguard Real Estate ETF was a new TRB Wealth Management position in Q2 2026.
Vanguard Real Estate ETF made up 0.05% of TRB Wealth Management's portfolio in Q2 2026, its #190 holding.
1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.