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VNQ icon

RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$731K Buy
7,578
+28
+0.4% +$2.68K 0.09% 48
2026
Q1 		$670K Sell
7,550
-43
-0.6% -$3.94K 0.1% 50
2025
Q4 		$672K Sell
7,593
-472
-6% -$42.4K 0.1% 52
2025
Q3 		$737K Sell
8,065
-173
-2% -$15.7K 0.13% 52
2025
Q2 		$734K Buy
8,238
+35
+0.4% +$3.09K 0.15% 49
2025
Q1 		$743K Sell
8,203
-8
-0.1% -$726 0.17% 48
2024
Q4 		$731K Buy
8,211
+834
+11% +$78.8K 0.17% 45
2024
Q3 		$719K Buy
7,377
+810
+12% +$74.6K 0.17% 45
2024
Q2 		$550K Sell
6,567
-468
-7% -$38.6K 0.16% 47
2024
Q1 		$608K Sell
7,035
-117
-2% -$10K 0.18% 45
2023
Q4 		$632K Sell
7,152
-5,694
-44% -$451K 0.19% 41
2023
Q3 		$972K Buy
12,846
+294
+2% +$24.2K 0.33% 33
2023
Q2 		$1.05M Buy
12,552
+26
+0.2% +$2.13K 0.36% 32
2023
Q1 		$1.04M Buy
12,526
+2,849
+29% +$245K 0.38% 31
2022
Q4 		$798K Buy
9,677
+2,318
+31% +$192K 0.33% 30
2022
Q3 		$590K Buy
7,359
+11
+0.1% +$1.03K 0.26% 30
2022
Q2 		$669K Sell
7,348
-263
-3% -$26.2K 0.3% 29
2022
Q1 		$825K Buy
7,611
+1,445
+23% +$153K 0.31% 24
2021
Q4 		$715K Buy
6,166
+763
+14% +$83.3K 0.23% 25
2021
Q3 		$550K Sell
5,403
-2
-0% -$212 0.19% 28
2021
Q2 		$550K Buy
5,405
+333
+7% +$33K 0.19% 28
2021
Q1 		$466K Buy
5,072
+27
+0.5% +$2.37K 0.16% 32
2020
Q4 		$428K Sell
5,045
-319
-6% -$26.5K 0.15% 31
2020
Q3 		$424K Sell
5,364
-2,868
-35% -$230K 0.16% 30
2020
Q2 		$646K Buy
8,232
+2,813
+52% +$213K 0.25% 23
2020
Q1 		$379K Buy
5,419
+241
+5% +$21.2K 0.14% 28
2019
Q4 		$480K Buy
5,178
+1,532
+42% +$142K 0.17% 33
2019
Q3 		$340K Buy
+3,646
New +$331K 0.12% 50
2019
Q2 		– Sell
-3,167
Closed -$275K – 1373
2019
Q1 		$275K Buy
3,167
+34
+1% +$2.81K 0.11% 51
2018
Q4 		$234K Buy
3,133
+934
+42% +$73.6K 0.09% 59
2018
Q3 		$177K Buy
2,199
+77
+4% +$6.34K 0.06% 86
2018
Q2 		$173K Buy
2,122
+200
+10% +$15.5K 0.06% 75
2018
Q1 		$145K Sell
1,922
-972
-34% -$74.4K 0.05% 84
2017
Q4 		$240K Buy
2,894
+1,164
+67% +$97.5K 0.09% 79
2017
Q3 		$144K Buy
1,730
+68
+4% +$5.68K 0.06% 95
2017
Q2 		$138K Buy
1,662
+218
+15% +$18.2K 0.06% 91
2017
Q1 		$119K Sell
1,444
-32
-2% -$2.65K 0.06% 66
2016
Q4 		$122K Buy
1,476
+1,286
+677% +$105K 0.06% 64
2016
Q3 		$16.5K Buy
190
+1
+0.5% +$89 0.01% 149
2016
Q2 		$16.8K Buy
189
+71
+60% +$5.97K 0.01% 144
2016
Q1 		$9.93K Buy
118
+64
+119% +$4.98K 0.01% 180
2015
Q4 		$4.32K Buy
54
+1
+2% +$79 ﹤0.01% 216
2015
Q3 		$4.04K Buy
53
+1
+2% +$77 ﹤0.01% 231
2015
Q2 		$3.91K Hold
52
– – ﹤0.01% 222
2015
Q1 		$4.39K Sell
52
-353
-87% -$30K ﹤0.01% 208
2014
Q4 		$32.8K Buy
405
+1
+0.2% +$78 0.02% 99
2014
Q3 		$29K Sell
404
-13
-3% -$981 0.02% 101
2014
Q2 		$31.2K Sell
417
-3
-0.7% -$221 0.02% 98
2014
Q1 		$29.7K Buy
420
+15
+4% +$1.03K 0.02% 96
2013
Q4 		$32.8K Buy
+405
New +$27.1K 0.02% 99

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

RAFFA WEALTH MANAGEMENT, LLC's VNQ Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Vanguard Real Estate ETF (VNQ) stake by 0.37% in Q2 2026, buying an estimated $2.68K and bringing the position to 7,578 shares worth $731K. The position accounts for 0.09% of the portfolio, ranked #48.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VNQ in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.05M in Q2 2023. 693 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 7,578 shares of Vanguard Real Estate ETF worth $731K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 28 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.68K.
  • Vanguard Real Estate ETF made up 0.09% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #48 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 50 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Vanguard Real Estate ETF position peaked at $1.05M in Q2 2023.
  • 693 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.