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Triumph Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Triumph Capital 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 		$70.1K Sell
727
-19
-3% -$1.82K 0.01% 578
2026
Q1 		$66.2K Hold
746
– – 0.01% 564
2025
Q4 		$66K Buy
+746
New +$67K 0.01% 545
2022
Q1 		– Sell
-1,980
Closed -$230K – 255
2021
Q4 		$230K Buy
+1,980
New +$216K 0.1% 184

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

Triumph Capital Management's VNQ Position: Q2 2026 in Review

Triumph Capital Management reduced its Vanguard Real Estate ETF (VNQ) stake by 2.5% in Q2 2026, selling an estimated $1.82K and leaving 727 shares worth $70.1K. The position accounts for 0.01% of the portfolio, ranked #578.

Triumph Capital Management first reported a position in VNQ in Q4 2021 and has held it in 4 quarters since. The position peaked at $230K in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Triumph Capital Management held 727 shares of Vanguard Real Estate ETF worth $70.1K as of Q2 2026.
  • Triumph Capital Management sold 19 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.82K.
  • Vanguard Real Estate ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #578 holding.
  • Triumph Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 4 quarters since.
  • Triumph Capital Management's Vanguard Real Estate ETF position peaked at $230K in Q4 2021.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.