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Wedmont Private Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Wedmont Private Capital’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
Q3 		$2.88M Sell
32,207
-789
-2% -$76.4K 0.07% 155
2026
Q2 		$3.21M Sell
32,996
-6,608
-17% -$632K 0.09% 129
2026
Q1 		$3.65M Buy
39,604
+5,916
+18% +$542K 0.12% 101
2025
Q4 		$2.98M Sell
33,688
-2,612
-7% -$235K 0.1% 117
2025
Q3 		$3.28M Buy
36,300
+2,009
+6% +$182K 0.12% 100
2025
Q2 		$3.06M Buy
34,291
+115
+0.3% +$10.1K 0.13% 95
2025
Q1 		$2.86M Buy
34,176
+5,756
+20% +$522K 0.15% 83
2024
Q4 		$2.43M Buy
28,420
+1,452
+5% +$137K 0.13% 97
2024
Q3 		$2.54M Buy
26,968
+2,179
+9% +$201K 0.15% 84
2024
Q2 		$2.17M Buy
24,789
+184
+0.7% +$15.2K 0.14% 93
2024
Q1 		$2.12M Buy
24,605
+53
+0.2% +$4.53K 0.15% 87
2023
Q4 		$2.16M Buy
24,552
+1,183
+5% +$93.8K 0.18% 78
2023
Q3 		$1.76M Sell
23,369
-1,778
-7% -$147K 0.18% 83
2023
Q2 		$2.17M Buy
25,147
+7,710
+44% +$632K 0.23% 67
2023
Q1 		$1.44M Buy
17,437
+875
+5% +$75.2K 0.19% 78
2022
Q4 		$1.4M Sell
16,562
-3,452
-17% -$286K 0.21% 80
2022
Q3 		$1.6M Sell
20,014
-714
-3% -$66.8K 0.32% 49
2022
Q2 		$1.89M Buy
20,728
+2,090
+11% +$208K 0.41% 38
2022
Q1 		$2.05M Buy
18,638
+3,366
+22% +$356K 0.46% 38
2021
Q4 		$1.69M Buy
+15,272
New +$1.67M 0.52% 35

Other funds holding VNQ

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Wedmont Private Capital's VNQ Position: Q3 2026 in Review

Wedmont Private Capital reduced its Vanguard Real Estate ETF (VNQ) stake by 2.4% in Q3 2026, selling an estimated $76.4K and leaving 32,207 shares worth $2.88M. The position accounts for 0.07% of the portfolio, ranked #155.

Wedmont Private Capital first reported a position in VNQ in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.65M in Q1 2026. 110 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Wedmont Private Capital held 32,207 shares of Vanguard Real Estate ETF worth $2.88M as of Q3 2026.
  • Wedmont Private Capital sold 789 Vanguard Real Estate ETF shares in Q3 2026, an estimated $76.4K.
  • Vanguard Real Estate ETF made up 0.07% of Wedmont Private Capital's portfolio in Q3 2026, its #155 holding.
  • Wedmont Private Capital first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's Vanguard Real Estate ETF position peaked at $3.65M in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.