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

Wealthcare Capital 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	$343K	Buy	3,561 +50	+1%	+$4.78K	0.14%	120
2026 Q1	$311K	Sell	3,511 -19,621	-85%	-$1.8M	0.15%	114
2025 Q4	$2.05M	Sell	23,132 -9,264	-29%	-$833K	0.96%	21
2025 Q3	$2.96M	Buy	32,396 +3,552	+12%	+$322K	1.36%	13
2025 Q2	$2.57M	Buy	28,844 +1,261	+5%	+$111K	1.29%	13
2025 Q1	$2.5M	Sell	27,583 -1,087	-4%	-$98.7K	1.28%	12
2024 Q4	$2.55M	Buy	+28,670	New	+$2.71M	1.33%	12

Other funds holding VNQ

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wealthcare Capital Partners increased its Vanguard Real Estate ETF (VNQ) stake by 1.4% in Q2 2026, buying an estimated $4.78K and bringing the position to 3,561 shares worth $343K. The position accounts for 0.14% of the portfolio, ranked #120.

Wealthcare Capital Partners first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.96M in Q3 2025. 895 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Wealthcare Capital Partners held 3,561 shares of Vanguard Real Estate ETF worth $343K as of Q2 2026.
Wealthcare Capital Partners bought 50 Vanguard Real Estate ETF shares in Q2 2026, an estimated $4.78K.
Vanguard Real Estate ETF made up 0.14% of Wealthcare Capital Partners's portfolio in Q2 2026, its #120 holding.
Wealthcare Capital Partners first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's Vanguard Real Estate ETF position peaked at $2.96M in Q3 2025.
895 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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