Vawter Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Vawter Financial’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	$338K	Buy	3,501 +248	+8%	+$23.7K	0.13%	90
2026 Q1	$289K	Sell	3,253 -601	-16%	-$55.1K	0.12%	93
2025 Q4	$341K	Sell	3,854 -950	-20%	-$85.4K	0.14%	86
2025 Q3	$439K	Buy	+4,804	New	+$436K	0.2%	72
2025 Q2	–	Sell	-4,857	Closed	-$440K	–	97
2025 Q1	$440K	Buy	4,857 +607	+14%	+$55.1K	0.25%	59
2024 Q4	$379K	Buy	4,250 +879	+26%	+$83.1K	0.23%	65
2024 Q3	$328K	Buy	+3,371	New	+$310K	0.2%	70

Other funds holding VNQ

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 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

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

Vawter Financial's VNQ Position: Q2 2026 in Review

Vawter Financial increased its Vanguard Real Estate ETF (VNQ) stake by 7.6% in Q2 2026, buying an estimated $23.7K and bringing the position to 3,501 shares worth $338K. The position accounts for 0.13% of the portfolio, ranked #90.

Vawter Financial first reported a position in VNQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $440K in Q1 2025. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Vawter Financial held 3,501 shares of Vanguard Real Estate ETF worth $338K as of Q2 2026.
Vawter Financial bought 248 Vanguard Real Estate ETF shares in Q2 2026, an estimated $23.7K.
Vanguard Real Estate ETF made up 0.13% of Vawter Financial's portfolio in Q2 2026, its #90 holding.
Vawter Financial first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 7 quarters since.
Vawter Financial's Vanguard Real Estate ETF position peaked at $440K in Q1 2025.
635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.