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

Wealth Enhancement Trust 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 		$993K Sell
10,300
-664
-6% -$63.5K 0.11% 147
2026
Q1 		$973K Sell
10,964
-1,936
-15% -$178K 0.12% 148
2025
Q4 		$1.14M Buy
+12,900
New +$1.16M 0.14% 122

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Vanguard Real Estate ETF (VNQ) stake by 6.1% in Q2 2026, selling an estimated $63.5K and leaving 10,300 shares worth $993K. The position accounts for 0.11% of the portfolio, ranked #147.

Wealth Enhancement Trust Services first reported a position in VNQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q4 2025. 1,461 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Wealth Enhancement Trust Services held 10,300 shares of Vanguard Real Estate ETF worth $993K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 664 Vanguard Real Estate ETF shares in Q2 2026, an estimated $63.5K.
  • Vanguard Real Estate ETF made up 0.11% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #147 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Vanguard Real Estate ETF position peaked at $1.14M in Q4 2025.
  • 1,461 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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