Trivium Point Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Trivium Point Advisory’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	$333K	Buy	3,453 +902	+35%	+$86.2K	0.03%	293
2026 Q1	$226K	Sell	2,551 -1,303	-34%	-$119K	0.04%	264
2025 Q4	$341K	Sell	3,854 -430	-10%	-$38.6K	0.03%	284
2025 Q3	$392K	Sell	4,284 -453	-10%	-$41.1K	0.04%	263
2025 Q2	$422K	Sell	4,737 -790	-14%	-$69.7K	0.05%	252
2025 Q1	$500K	Buy	5,527 +1,318	+31%	+$120K	0.06%	228
2024 Q4	$375K	Buy	+4,209	New	+$398K	0.05%	257
2020 Q3	–	Sell	-4,565	Closed	-$366K	–	173
2020 Q2	$366K	Buy	+4,565	New	+$346K	0.14%	127

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

Trivium Point Advisory's VNQ Position: Q2 2026 in Review

Trivium Point Advisory increased its Vanguard Real Estate ETF (VNQ) stake by 35% in Q2 2026, buying an estimated $86.2K and bringing the position to 3,453 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #293.

Trivium Point Advisory first reported a position in VNQ in Q2 2020 and has held it in 8 quarters since. The position peaked at $500K in Q1 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Trivium Point Advisory held 3,453 shares of Vanguard Real Estate ETF worth $333K as of Q2 2026.
Trivium Point Advisory bought 902 Vanguard Real Estate ETF shares in Q2 2026, an estimated $86.2K.
Vanguard Real Estate ETF made up 0.03% of Trivium Point Advisory's portfolio in Q2 2026, its #293 holding.
Trivium Point Advisory first reported a position in Vanguard Real Estate ETF in Q2 2020 and has held it in 8 quarters since.
Trivium Point Advisory's Vanguard Real Estate ETF position peaked at $500K in Q1 2025.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.