WKWM
VNQ icon

Walter & Keenan Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Walter & Keenan Wealth Management’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 		$286K Buy
2,964
+16
+0.5% +$1.53K 0.07% 144
2026
Q1 		$261K Buy
+2,948
New +$270K 0.07% 144

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

Walter & Keenan Wealth Management's VNQ Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.54% in Q2 2026, buying an estimated $1.53K and bringing the position to 2,964 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #144.

Walter & Keenan Wealth Management first reported a position in VNQ in Q1 2026 and has held it in 2 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Walter & Keenan Wealth Management held 2,964 shares of Vanguard Real Estate ETF worth $286K as of Q2 2026.
  • Walter & Keenan Wealth Management bought 16 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.53K.
  • Vanguard Real Estate ETF made up 0.07% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Walter & Keenan Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.