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
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

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Upper Left Wealth Management's VNQ Position: Q2 2026 in Review

Upper Left Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 29% in Q2 2026, buying an estimated $272K and bringing the position to 12,521 shares worth $1.21M. The position accounts for 0.67% of the portfolio, ranked #36.

Upper Left Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. 390 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Upper Left Wealth Management held 12,521 shares of Vanguard Real Estate ETF worth $1.21M as of Q2 2026.
  • Upper Left Wealth Management bought 2,849 Vanguard Real Estate ETF shares in Q2 2026, an estimated $272K.
  • Vanguard Real Estate ETF made up 0.67% of Upper Left Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Upper Left Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • 390 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.