VWA
VNQ icon

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

VERITY 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 		$2.22M Buy
23,020
+172
+0.8% +$16.4K 1.34% 11
2026
Q1 		$2.03M Sell
22,848
-1,864
-8% -$171K 1.35% 11
2025
Q4 		$2.19M Buy
24,712
+113
+0.5% +$10.2K 1.36% 12
2025
Q3 		$2.25M Buy
24,599
+747
+3% +$67.8K 1.42% 12
2025
Q2 		$2.12M Buy
23,852
+1,653
+7% +$146K 1.43% 12
2025
Q1 		$2.01M Sell
22,199
-1,377
-6% -$125K 1.49% 12
2024
Q4 		$2.1M Buy
23,576
+131
+0.6% +$12.4K 1.52% 11
2024
Q3 		$2.28M Buy
23,445
+381
+2% +$35.1K 1.61% 11
2024
Q2 		$1.93M Buy
23,064
+2,114
+10% +$175K 1.45% 12
2024
Q1 		$1.81M Sell
20,950
-375
-2% -$32K 1.39% 13
2023
Q4 		$1.88M Sell
21,325
-2,937
-12% -$233K 1.62% 12
2023
Q3 		$1.84M Buy
24,262
+575
+2% +$47.4K 1.73% 13
2023
Q2 		$1.98M Buy
23,687
+873
+4% +$71.5K 1.78% 13
2023
Q1 		$1.89M Buy
22,814
+516
+2% +$44.3K 1.76% 13
2022
Q4 		$1.84M Buy
22,298
+422
+2% +$35K 1.8% 14
2022
Q3 		$1.75M Buy
21,876
+963
+5% +$90K 1.8% 12
2022
Q2 		$1.91M Buy
20,913
+1,945
+10% +$194K 1.85% 12
2022
Q1 		$2.06M Sell
18,968
-159
-0.8% -$16.8K 1.82% 15
2021
Q4 		$2.22M Buy
19,127
+306
+2% +$33.4K 1.84% 15
2021
Q3 		$1.92M Buy
18,821
+710
+4% +$75.3K 1.71% 15
2021
Q2 		$1.84M Sell
18,111
-3,087
-15% -$306K 1.67% 16
2021
Q1 		$1.95M Sell
21,198
-723
-3% -$63.5K 1.72% 14
2020
Q4 		$1.86M Sell
21,921
-502
-2% -$41.6K 1.69% 14
2020
Q3 		$1.77M Sell
22,423
-1,896
-8% -$152K 1.81% 14
2020
Q2 		$1.91M Sell
24,319
-1,389
-5% -$105K 2.04% 14
2020
Q1 		$1.8M Sell
25,708
-3,570
-12% -$314K 2.44% 14
2019
Q4 		$2.72M Sell
29,278
-920
-3% -$85.2K 2.62% 13
2019
Q3 		$2.82M Sell
30,198
-446
-1% -$40.5K 2.77% 13
2019
Q2 		$2.68M Sell
30,644
-5,937
-16% -$520K 2.63% 13
2019
Q1 		$3.18M Sell
36,581
-6,076
-14% -$502K 3.25% 12
2018
Q4 		$3.18M Buy
+42,657
New +$3.36M 3.66% 9

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

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

VERITY Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.75% in Q2 2026, buying an estimated $16.4K and bringing the position to 23,020 shares worth $2.22M. The position accounts for 1.34% of the portfolio, ranked #11.

VERITY Wealth Advisors first reported a position in VNQ in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.18M in Q4 2018. 509 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • VERITY Wealth Advisors held 23,020 shares of Vanguard Real Estate ETF worth $2.22M as of Q2 2026.
  • VERITY Wealth Advisors bought 172 Vanguard Real Estate ETF shares in Q2 2026, an estimated $16.4K.
  • Vanguard Real Estate ETF made up 1.34% of VERITY Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • VERITY Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
  • VERITY Wealth Advisors's Vanguard Real Estate ETF position peaked at $3.18M in Q4 2018.
  • 509 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.