Tru Independence Asset Management 2’s Vanguard Real Estate ETF VNQ Stock Holding History

Tru Independence Asset Management 2’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	$234K	Buy	+2,428	New	+$232K	0.13%	86
2025 Q2	–	Sell	-2,329	Closed	-$211K	–	98
2025 Q1	$211K	Buy	+2,329	New	+$211K	0.16%	84
2022 Q1	–	Sell	-1,844	Closed	-$214K	–	138
2021 Q4	$214K	Buy	+1,844	New	+$201K	0.11%	125
2021 Q1	–	Sell	-1,396	Closed	-$119K	–	404
2020 Q4	$119K	Buy	+1,396	New	+$116K	0.1%	114

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

Tru Independence Asset Management 2's VNQ Position: Q2 2026 in Review

Tru Independence Asset Management 2 opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 2,428 shares worth $234K. The stake represents 0.13% of the portfolio and ranks #86 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in VNQ as recently as Q1 2025.

Tru Independence Asset Management 2 first reported a position in VNQ in Q4 2020 and has held it in 4 quarters since. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Tru Independence Asset Management 2 held 2,428 shares of Vanguard Real Estate ETF worth $234K as of Q2 2026.
Vanguard Real Estate ETF was a new Tru Independence Asset Management 2 position in Q2 2026.
Vanguard Real Estate ETF made up 0.13% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #86 holding.
Tru Independence Asset Management 2 first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 4 quarters since.
1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.