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VNQ icon

Wealth Alliance’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealth Alliance’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 		$10.5M Buy
108,862
+30,925
+40% +$2.96M 0.88% 21
2026
Q1 		$6.91M Buy
77,937
+9,723
+14% +$892K 0.68% 28
2025
Q4 		$6.04M Sell
68,214
-53,790
-44% -$4.83M 0.59% 28
2025
Q3 		$11.2M Buy
122,004
+46,406
+61% +$4.21M 1.15% 15
2025
Q2 		$6.73M Sell
75,598
-10,721
-12% -$946K 0.75% 23
2025
Q1 		$7.82M Buy
86,319
+231
+0.3% +$21K 0.95% 16
2024
Q4 		$7.67M Sell
86,088
-35,631
-29% -$3.37M 0.92% 17
2024
Q3 		$11.9M Buy
121,719
+499
+0.4% +$45.9K 1.42% 11
2024
Q2 		$10.2M Buy
121,220
+4,367
+4% +$361K 1.31% 12
2024
Q1 		$10.1M Buy
116,853
+40,533
+53% +$3.46M 1.33% 11
2023
Q4 		$6.74M Buy
76,320
+19,236
+34% +$1.52M 0.95% 15
2023
Q3 		$4.32M Buy
57,084
+1,473
+3% +$121K 0.68% 18
2023
Q2 		$4.65M Buy
55,611
+2,127
+4% +$174K 0.69% 19
2023
Q1 		$4.44M Buy
53,484
+4,090
+8% +$351K 0.72% 17
2022
Q4 		$4.07M Buy
49,394
+3,330
+7% +$276K 0.72% 17
2022
Q3 		$3.69M Buy
46,064
+4,238
+10% +$396K 0.73% 18
2022
Q2 		$3.81M Buy
41,826
+1,959
+5% +$195K 0.73% 20
2022
Q1 		$4.32M Sell
39,867
-47,451
-54% -$5.02M 0.88% 15
2021
Q4 		$10.1M Sell
87,318
-601
-0.7% -$65.6K 2.04% 4
2021
Q3 		$8.95M Sell
87,919
-3,369
-4% -$357K 2.01% 4
2021
Q2 		$9.29M Buy
91,288
+1,083
+1% +$107K 2.19% 3
2021
Q1 		$8.29M Buy
90,205
+1,736
+2% +$153K 2.32% 3
2020
Q4 		$7.51M Buy
88,469
+51,498
+139% +$4.27M 2.21% 3
2020
Q3 		$2.92M Buy
36,971
+2,704
+8% +$217K 1.05% 19
2020
Q2 		$2.69M Buy
34,267
+10,193
+42% +$773K 1.06% 16
2020
Q1 		$1.68M Sell
24,074
-37,214
-61% -$3.27M 0.91% 22
2019
Q4 		$5.69M Buy
+61,288
New +$5.68M 4.04% 5

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

Wealth Alliance's VNQ Position: Q2 2026 in Review

Wealth Alliance increased its Vanguard Real Estate ETF (VNQ) stake by 40% in Q2 2026, buying an estimated $2.96M and bringing the position to 108,862 shares worth $10.5M. The position accounts for 0.88% of the portfolio, ranked #21.

Wealth Alliance first reported a position in VNQ in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.9M in Q3 2024. 1,806 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Wealth Alliance held 108,862 shares of Vanguard Real Estate ETF worth $10.5M as of Q2 2026.
  • Wealth Alliance bought 30,925 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.96M.
  • Vanguard Real Estate ETF made up 0.88% of Wealth Alliance's portfolio in Q2 2026, its #21 holding.
  • Wealth Alliance first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • Wealth Alliance's Vanguard Real Estate ETF position peaked at $11.9M in Q3 2024.
  • 1,806 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.