Wealth Enhancement Advisory Services
VNQ icon

Wealth Enhancement Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealth Enhancement Advisory Services’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 		$89.8M Sell
937,292
-13,344
-1% -$1.28M 0.15% 118
2026
Q1 		$84.5M Buy
950,636
+661,172
+228% +$60.6M 0.17% 110
2025
Q4 		$25.9M Buy
289,464
+2,992
+1% +$269K 0.04% 406
2025
Q3 		$25.8M Sell
286,472
-7,093
-2% -$643K 0.04% 387
2025
Q2 		$26.4M Sell
293,565
-22,604
-7% -$1.99M 0.04% 351
2025
Q1 		$28.6M Sell
316,169
-25,587
-7% -$2.32M 0.05% 312
2024
Q4 		$30.4M Buy
341,756
+2,469
+0.7% +$233K 0.06% 289
2024
Q3 		$33.1M Sell
339,287
-24,313
-7% -$2.24M 0.07% 263
2024
Q2 		$30.5M Sell
363,600
-6,005
-2% -$496K 0.07% 259
2024
Q1 		$32M Buy
369,605
+80,296
+28% +$6.86M 0.08% 237
2023
Q4 		$25.6M Sell
289,309
-2,965
-1% -$235K 0.07% 253
2023
Q3 		$22.1M Buy
292,274
+248,254
+564% +$20.5M 0.07% 263
2023
Q2 		$3.68M Sell
44,020
-486,440
-92% -$39.9M 0.04% 150
2023
Q1 		$44M Sell
530,460
-1,200,068
-69% -$103M 0.51% 35
2022
Q4 		$154M Buy
1,730,528
+97,699
+6% +$8.1M 1.99% 13
2022
Q3 		$126M Buy
1,632,829
+126,202
+8% +$11.8M 1.81% 13
2022
Q2 		$139M Buy
1,506,627
+92,364
+7% +$9.21M 1.93% 12
2022
Q1 		$156M Buy
1,414,263
+70,237
+5% +$7.43M 2.1% 11
2021
Q4 		$142M Buy
1,344,026
+52,005
+4% +$5.68M 2.03% 11
2021
Q3 		$142M Buy
1,292,021
+18,710
+1% +$1.98M 2.09% 11
2021
Q2 		$134M Buy
1,273,311
+24,984
+2% +$2.48M 2.16% 10
2021
Q1 		$118M Sell
1,248,327
-6,180
-0.5% -$543K 2.13% 10
2020
Q4 		$106M Buy
1,254,507
+89,208
+8% +$7.4M 2.4% 10
2020
Q3 		$97.2M Buy
1,165,299
+37,921
+3% +$3.04M 2.55% 9
2020
Q2 		$89.2M Buy
1,127,378
+153,227
+16% +$11.6M 2.56% 9
2020
Q1 		$73.9M Buy
+974,151
New +$85.6M 2.64% 9

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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
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

Wealth Enhancement Advisory Services's VNQ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard Real Estate ETF (VNQ) stake by 1.4% in Q2 2026, selling an estimated $1.28M and leaving 937,292 shares worth $89.8M. The position accounts for 0.15% of the portfolio, ranked #118.

Wealth Enhancement Advisory Services first reported a position in VNQ in Q1 2020 and has held it in 26 quarters since. The position peaked at $156M in Q1 2022. 755 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 937,292 shares of Vanguard Real Estate ETF worth $89.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 13,344 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.28M.
  • Vanguard Real Estate ETF made up 0.15% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #118 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Real Estate ETF in Q1 2020 and has held it in 26 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard Real Estate ETF position peaked at $156M in Q1 2022.
  • 755 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.