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TrueWealth Financial Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

TrueWealth Financial Partners’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 		$11.2M Buy
116,270
+1,482
+1% +$142K 4.63% 9
2026
Q1 		$10.2M Buy
+114,788
New +$10.5M 4.06% 9
2025
Q4 		– Sell
-113,187
Closed -$10.3M – 68
2025
Q3 		$10.3M Sell
113,187
-29,869
-21% -$2.71M 5.28% 8
2025
Q2 		$12.7M Sell
143,056
-9,789
-6% -$863K 7.03% 6
2025
Q1 		$13.8M Sell
152,845
-9,295
-6% -$844K 8.36% 6
2024
Q4 		$14.4M Buy
162,140
+1,125
+0.7% +$106K 8.96% 6
2024
Q3 		$15.7M Buy
161,015
+9,886
+7% +$910K 9.44% 6
2024
Q2 		$12.7M Buy
151,129
+12,130
+9% +$1M 8.17% 8
2024
Q1 		$12M Buy
138,999
+2,218
+2% +$190K 8.43% 8
2023
Q4 		$12.1M Buy
136,781
+2,028
+2% +$161K 9.18% 8
2023
Q3 		$10.2M Buy
134,753
+7,305
+6% +$602K 8.38% 8
2023
Q2 		$10.6M Buy
127,448
+2,126
+2% +$174K 8.81% 8
2023
Q1 		$10.4M Buy
125,322
+15,125
+14% +$1.3M 8.97% 8
2022
Q4 		$9.09M Buy
110,197
+4,827
+5% +$400K 8.81% 8
2022
Q3 		$8.45M Buy
105,370
+3,293
+3% +$308K 9.18% 7
2022
Q2 		$9.3M Buy
102,077
+5,146
+5% +$513K 9.75% 5
2022
Q1 		$10.5M Buy
96,931
+2,013
+2% +$213K 10.1% 4
2021
Q4 		$11M Buy
+94,918
New +$10.4M 10.76% 2

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

TrueWealth Financial Partners's VNQ Position: Q2 2026 in Review

TrueWealth Financial Partners increased its Vanguard Real Estate ETF (VNQ) stake by 1.3% in Q2 2026, buying an estimated $142K and bringing the position to 116,270 shares worth $11.2M. The position accounts for 4.63% of the portfolio, ranked #9.

TrueWealth Financial Partners first reported a position in VNQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.7M in Q3 2024. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • TrueWealth Financial Partners held 116,270 shares of Vanguard Real Estate ETF worth $11.2M as of Q2 2026.
  • TrueWealth Financial Partners bought 1,482 Vanguard Real Estate ETF shares in Q2 2026, an estimated $142K.
  • Vanguard Real Estate ETF made up 4.63% of TrueWealth Financial Partners's portfolio in Q2 2026, its #9 holding.
  • TrueWealth Financial Partners first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • TrueWealth Financial Partners's Vanguard Real Estate ETF position peaked at $15.7M in Q3 2024.
  • 1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.