ULWM
VNQ icon

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

Upper Left 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
Q3 		$877K Sell
9,790
-2,731
-22% -$265K 0.46% 40
2026
Q2 		$1.21M Buy
12,521
+2,849
+29% +$272K 0.67% 36
2026
Q1 		$858K Sell
9,672
-17
-0.2% -$1.56K 0.51% 39
2025
Q4 		$857K Buy
9,689
+917
+10% +$82.4K 0.52% 39
2025
Q3 		$802K Sell
8,772
-47
-0.5% -$4.26K 0.5% 40
2025
Q2 		$785K Buy
8,819
+679
+8% +$59.9K 0.52% 40
2025
Q1 		$737K Buy
8,140
+4
+0% +$363 0.53% 39
2024
Q4 		$725K Buy
8,136
+1,825
+29% +$172K 0.62% 40
2024
Q3 		$600K Buy
6,311
+16
+0.3% +$1.47K 0.52% 41
2024
Q2 		$527K Sell
6,295
-1
-0% -$83 0.48% 43
2024
Q1 		$544K Sell
6,296
-514
-8% -$43.9K 0.5% 43
2023
Q4 		$602K Buy
6,810
+1,305
+24% +$103K 0.59% 42
2023
Q3 		$417K Sell
5,505
-550
-9% -$45.4K 0.43% 41
2023
Q2 		$506K Buy
6,055
+1,292
+27% +$106K 0.56% 36
2023
Q1 		$396K Sell
4,763
-279
-6% -$24K 0.45% 42
2022
Q4 		$416K Buy
5,042
+1,403
+39% +$116K 0.49% 42
2022
Q3 		$298K Sell
3,639
-962
-21% -$90K 0.39% 45
2022
Q2 		$419K Buy
4,601
+1,260
+38% +$126K 0.49% 42
2022
Q1 		$369K Sell
3,341
-109
-3% -$11.5K 0.38% 45
2021
Q4 		$400K Buy
+3,450
New +$377K 0.4% 41

Other funds holding VNQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
DF
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Upper Left Wealth Management's VNQ Position: Q3 2026 in Review

Upper Left Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 22% in Q3 2026, selling an estimated $265K and leaving 9,790 shares worth $877K. The position accounts for 0.46% of the portfolio, ranked #40.

Upper Left Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.21M in Q2 2026. 401 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Upper Left Wealth Management held 9,790 shares of Vanguard Real Estate ETF worth $877K as of Q3 2026.
  • Upper Left Wealth Management sold 2,731 Vanguard Real Estate ETF shares in Q3 2026, an estimated $265K.
  • Vanguard Real Estate ETF made up 0.46% of Upper Left Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Upper Left Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 20 quarters since.
  • Upper Left Wealth Management's Vanguard Real Estate ETF position peaked at $1.21M in Q2 2026.
  • 401 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.