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Wellington-Altus USA’s Vanguard Real Estate ETF VNQ Stock Holding History

Wellington-Altus USA’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 		$38.5K Hold
434
– – 0.03% 361
2026
Q1 		$41.9K Hold
434
– – 0.02% 374
2025
Q4 		$38.4K Buy
+434
New +$39K 0.03% 346

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Wellington-Altus USA's VNQ Position: Q2 2026 in Review

Wellington-Altus USA held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 434 shares worth $38.5K. The position accounts for 0.03% of the portfolio, ranked #361.

Wellington-Altus USA first reported a position in VNQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.9K in Q1 2026. 1,809 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Wellington-Altus USA held 434 shares of Vanguard Real Estate ETF worth $38.5K as of Q2 2026.
  • Wellington-Altus USA left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #361 holding.
  • Wellington-Altus USA first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Vanguard Real Estate ETF position peaked at $41.9K in Q1 2026.
  • 1,809 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.