WE
VNQ icon

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
Q2 		$519K Buy
5,383
+375
+7% +$35.8K 0.14% 126
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
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 Effects's VNQ Position: Q2 2026 in Review

Wealth Effects increased its Vanguard Real Estate ETF (VNQ) stake by 7.5% in Q2 2026, buying an estimated $35.8K and bringing the position to 5,383 shares worth $519K. The position accounts for 0.14% of the portfolio, ranked #126.

Wealth Effects first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $677K in Q4 2022. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Wealth Effects held 5,383 shares of Vanguard Real Estate ETF worth $519K as of Q2 2026.
  • Wealth Effects bought 375 Vanguard Real Estate ETF shares in Q2 2026, an estimated $35.8K.
  • Vanguard Real Estate ETF made up 0.14% of Wealth Effects's portfolio in Q2 2026, its #126 holding.
  • Wealth Effects first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Wealth Effects's Vanguard Real Estate ETF position peaked at $677K in Q4 2022.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.