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

Wealth Effects’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 Q1	$444K	Sell	5,008 -250	-5%	-$22.9K	0.16%	122
2025 Q4	$465K	Sell	5,258 -40	-0.8%	-$3.6K	0.15%	116
2025 Q3	$484K	Sell	5,298 -15	-0.3%	-$1.36K	0.16%	114
2025 Q2	$473K	Sell	5,313 -853	-14%	-$75.2K	0.18%	105
2025 Q1	$558K	Sell	6,166 -794	-11%	-$72.1K	0.23%	86
2024 Q4	$620K	Buy	6,960 +80	+1%	+$7.56K	0.22%	88
2024 Q3	$670K	Hold	6,880	–	–	0.23%	85
2024 Q2	$576K	Sell	6,880 -245	-3%	-$20.2K	0.21%	90
2024 Q1	$616K	Sell	7,125 -8	-0.1%	-$684	0.23%	89
2023 Q4	$630K	Sell	7,133 -249	-3%	-$19.7K	0.24%	95
2023 Q3	$559K	Sell	7,382 -3	-0%	-$247	0.28%	82
2023 Q2	$617K	Sell	7,385 -362	-5%	-$29.7K	0.27%	80
2023 Q1	$643K	Sell	7,747 -466	-6%	-$40K	0.33%	73
2022 Q4	$677K	Buy	+8,213	New	+$681K	0.39%	62

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wealth Effects's VNQ Position: Q1 2026 in Review

Wealth Effects reduced its Vanguard Real Estate ETF (VNQ) stake by 4.8% in Q1 2026, selling an estimated $22.9K and leaving 5,008 shares worth $444K. The position accounts for 0.16% of the portfolio, ranked #122.

Wealth Effects first reported a position in VNQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $677K in Q4 2022. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Wealth Effects held 5,008 shares of Vanguard Real Estate ETF worth $444K as of Q1 2026.
Wealth Effects sold 250 Vanguard Real Estate ETF shares in Q1 2026, an estimated $22.9K.
Vanguard Real Estate ETF made up 0.16% of Wealth Effects's portfolio in Q1 2026, its #122 holding.
Wealth Effects first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
Wealth Effects's Vanguard Real Estate ETF position peaked at $677K in Q4 2022.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.