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Wealthcare Advisory Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealthcare Advisory Partners’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 		$4.31M Sell
44,657
-3,284
-7% -$314K 0.08% 201
2026
Q1 		$4.25M Sell
47,941
-78,685
-62% -$7.22M 0.08% 208
2025
Q4 		$11.2M Sell
126,626
-40,585
-24% -$3.65M 0.22% 97
2025
Q3 		$15.3M Buy
167,211
+1,815
+1% +$165K 0.32% 65
2025
Q2 		$14.7M Sell
165,396
-2,429
-1% -$214K 0.34% 61
2025
Q1 		$15.2M Sell
167,825
-14,935
-8% -$1.36M 0.41% 50
2024
Q4 		$16.3M Sell
182,760
-8,397
-4% -$793K 0.45% 41
2024
Q3 		$18.6M Sell
191,157
-41,625
-18% -$3.83M 0.53% 37
2024
Q2 		$19.5M Buy
232,782
+1,262
+0.5% +$104K 0.61% 33
2024
Q1 		$20M Sell
231,520
-3,733
-2% -$319K 0.66% 32
2023
Q4 		$20.8M Sell
235,253
-9,700
-4% -$769K 0.83% 28
2023
Q3 		$18.5M Buy
244,953
+6,075
+3% +$501K 0.85% 26
2023
Q2 		$20M Sell
238,878
-13,698
-5% -$1.12M 0.89% 25
2023
Q1 		$21M Sell
252,576
-31,162
-11% -$2.68M 0.9% 23
2022
Q4 		$23.4M Buy
283,738
+35,878
+14% +$2.97M 1.12% 17
2022
Q3 		$19.9M Sell
247,860
-36,054
-13% -$3.37M 1.13% 17
2022
Q2 		$25.9M Buy
283,914
+31,576
+13% +$3.15M 1.57% 13
2022
Q1 		$27.3M Buy
252,338
+27,793
+12% +$2.94M 1.66% 12
2021
Q4 		$26.1M Buy
224,545
+20,481
+10% +$2.24M 1.56% 13
2021
Q3 		$20.8M Buy
204,064
+14,364
+8% +$1.52M 1.36% 17
2021
Q2 		$19.3M Buy
189,700
+25,796
+16% +$2.56M 1.29% 17
2021
Q1 		$15.1M Buy
163,904
+44,212
+37% +$3.89M 1.09% 19
2020
Q4 		$10.2M Buy
119,692
+41,512
+53% +$3.44M 0.9% 20
2020
Q3 		$6.17M Buy
78,180
+17,444
+29% +$1.4M 0.68% 25
2020
Q2 		$4.77M Sell
60,736
-831
-1% -$63K 0.59% 26
2020
Q1 		$4.3M Buy
61,567
+3,828
+7% +$336K 0.63% 26
2019
Q4 		$5.36M Buy
57,739
+1,108
+2% +$103K 0.68% 26
2019
Q3 		$5.28M Buy
56,631
+2,822
+5% +$256K 0.77% 23
2019
Q2 		$4.7M Buy
53,809
+3,516
+7% +$308K 0.75% 23
2019
Q1 		$4.37M Sell
50,293
-2,411
-5% -$199K 0.75% 24
2018
Q4 		$3.93M Buy
52,704
+3,494
+7% +$275K 0.76% 23
2018
Q3 		$3.97M Sell
49,210
-254
-0.5% -$20.9K 0.73% 24
2018
Q2 		$4.03M Buy
49,464
+455
+0.9% +$35.3K 0.79% 26
2018
Q1 		$3.7M Buy
49,009
+6,638
+16% +$508K 0.84% 24
2017
Q4 		$3.52M Buy
42,371
+5,058
+14% +$424K 0.9% 20
2017
Q3 		$3.1M Buy
37,313
+12,003
+47% +$1M 0.92% 20
2017
Q2 		$2.11M Buy
25,310
+5,738
+29% +$479K 1.02% 18
2017
Q1 		$1.62M Sell
19,572
-9,267
-32% -$769K 0.88% 19
2016
Q4 		$2.38M Buy
28,839
+8,937
+45% +$728K 1.41% 14
2016
Q3 		$1.73M Buy
19,902
+490
+3% +$43.7K 1.12% 14
2016
Q2 		$1.72M Buy
+19,412
New +$1.63M 1.21% 13

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
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
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Wealthcare Advisory Partners's VNQ Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 6.9% in Q2 2026, selling an estimated $314K and leaving 44,657 shares worth $4.31M. The position accounts for 0.08% of the portfolio, ranked #201.

Wealthcare Advisory Partners first reported a position in VNQ in Q2 2016 and has held it in 41 quarters since. The position peaked at $27.3M in Q1 2022. 509 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Wealthcare Advisory Partners held 44,657 shares of Vanguard Real Estate ETF worth $4.31M as of Q2 2026.
  • Wealthcare Advisory Partners sold 3,284 Vanguard Real Estate ETF shares in Q2 2026, an estimated $314K.
  • Vanguard Real Estate ETF made up 0.08% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #201 holding.
  • Wealthcare Advisory Partners first reported a position in Vanguard Real Estate ETF in Q2 2016 and has held it in 41 quarters since.
  • Wealthcare Advisory Partners's Vanguard Real Estate ETF position peaked at $27.3M in Q1 2022.
  • 509 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.