VWA
VNQ icon

Valued Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Valued Wealth Advisors’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 		$154K Sell
1,598
-96
-6% -$9.18K 0.06% 56
2026
Q1 		$150K Buy
1,694
+104
+7% +$9.54K 0.06% 51
2025
Q4 		$141K Buy
1,590
+27
+2% +$2.43K 0.06% 50
2025
Q3 		$143K Sell
1,563
-39
-2% -$3.54K 0.07% 47
2025
Q2 		$143K Sell
1,602
-153
-9% -$13.5K 0.07% 46
2025
Q1 		$159K Buy
1,755
+106
+6% +$9.62K 0.1% 42
2024
Q4 		$147K Sell
1,649
-203
-11% -$19.2K 0.09% 46
2024
Q3 		$181K Buy
1,852
+11
+0.6% +$1.01K 0.12% 36
2024
Q2 		$155K Buy
1,841
+21
+1% +$1.73K 0.11% 38
2024
Q1 		$157K Buy
1,820
+1,022
+128% +$87.3K 0.11% 34
2023
Q4 		$60.7K Buy
+798
New +$63.2K 0.06% 41

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

Valued Wealth Advisors's VNQ Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 5.7% in Q2 2026, selling an estimated $9.18K and leaving 1,598 shares worth $154K. The position accounts for 0.06% of the portfolio, ranked #56.

Valued Wealth Advisors first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $181K in Q3 2024. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Valued Wealth Advisors held 1,598 shares of Vanguard Real Estate ETF worth $154K as of Q2 2026.
  • Valued Wealth Advisors sold 96 Vanguard Real Estate ETF shares in Q2 2026, an estimated $9.18K.
  • Vanguard Real Estate ETF made up 0.06% of Valued Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Valued Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Vanguard Real Estate ETF position peaked at $181K in Q3 2024.
  • 635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.