VIS
VNQ icon

Vertex Investment Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History

Vertex Investment Solutions’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 		$9M Buy
91,736
+64,900
+242% +$6.2M 6.08% 6
2026
Q1 		$2.34M Sell
26,836
-70,200
-72% -$6.44M 2.71% 11
2025
Q4 		$8.64M Buy
+97,036
New +$8.72M 8.57% 6

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Vertex Investment Solutions's VNQ Position: Q2 2026 in Review

Vertex Investment Solutions increased its Vanguard Real Estate ETF (VNQ) stake by 242% in Q2 2026, buying an estimated $6.2M and bringing the position to 91,736 shares worth $9M. The position accounts for 6.08% of the portfolio, ranked #6.

Vertex Investment Solutions first reported a position in VNQ in Q4 2025 and has held it in 3 quarters since. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Vertex Investment Solutions held 91,736 shares of Vanguard Real Estate ETF worth $9M as of Q2 2026.
  • Vertex Investment Solutions bought 64,900 Vanguard Real Estate ETF shares in Q2 2026, an estimated $6.2M.
  • Vanguard Real Estate ETF made up 6.08% of Vertex Investment Solutions's portfolio in Q2 2026, its #6 holding.
  • Vertex Investment Solutions first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Vertex Investment Solutions's 13F filing for Q2 2026, filed 15 Jul 2026.