VSM Wealth Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

VSM Wealth Advisory’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	$550K	Sell	5,700 -711	-11%	-$67.9K	0.15%	60
2026 Q1	$569K	Sell	6,411 -1,099	-15%	-$101K	0.17%	52
2025 Q4	$665K	Sell	7,510 -1,511	-17%	-$136K	0.2%	48
2025 Q3	$825K	Sell	9,021 -2,122	-19%	-$192K	0.26%	39
2025 Q2	$992K	Sell	11,143 -1,651	-13%	-$146K	0.33%	36
2025 Q1	$1.16M	Sell	12,794 -4,571	-26%	-$415K	0.42%	32
2024 Q4	$1.55M	Buy	+17,365	New	+$1.64M	0.55%	29

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

VSM Wealth Advisory's VNQ Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Vanguard Real Estate ETF (VNQ) stake by 11% in Q2 2026, selling an estimated $67.9K and leaving 5,700 shares worth $550K. The position accounts for 0.15% of the portfolio, ranked #60.

VSM Wealth Advisory first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q4 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

VSM Wealth Advisory held 5,700 shares of Vanguard Real Estate ETF worth $550K as of Q2 2026.
VSM Wealth Advisory sold 711 Vanguard Real Estate ETF shares in Q2 2026, an estimated $67.9K.
Vanguard Real Estate ETF made up 0.15% of VSM Wealth Advisory's portfolio in Q2 2026, its #60 holding.
VSM Wealth Advisory first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Vanguard Real Estate ETF position peaked at $1.55M in Q4 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.