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Werba Rubin Papier Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Werba Rubin Papier Wealth Management’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 		$1.03M Buy
10,656
+1,098
+11% +$105K 0.12% 96
2026
Q1 		$848K Buy
9,558
+611
+7% +$56K 0.12% 100
2025
Q4 		$792K Buy
8,947
+209
+2% +$18.8K 0.21% 75
2025
Q3 		$799K Buy
8,738
+583
+7% +$52.9K 0.13% 87
2025
Q2 		$726K Buy
8,155
+2,111
+35% +$186K 0.14% 89
2025
Q1 		$547K Sell
6,044
-1,632
-21% -$148K 0.12% 99
2024
Q4 		$684K Sell
7,676
-152
-2% -$14.4K 0.16% 79
2024
Q3 		$763K Buy
7,828
+3,673
+88% +$338K 0.18% 77
2024
Q2 		$348K Sell
4,155
-1,669
-29% -$138K 0.1% 111
2024
Q1 		$504K Buy
5,824
+138
+2% +$11.8K 0.15% 79
2023
Q4 		$502K Sell
5,686
-801
-12% -$63.5K 0.17% 56
2023
Q3 		$496K Buy
6,487
+1,253
+24% +$103K 0.18% 59
2023
Q2 		$437K Sell
5,234
-219
-4% -$17.9K 0.15% 62
2023
Q1 		$453K Buy
5,453
+62
+1% +$5.33K 0.18% 57
2022
Q4 		$445K Buy
+5,391
New +$447K 0.18% 55

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

Werba Rubin Papier Wealth Management's VNQ Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 11% in Q2 2026, buying an estimated $105K and bringing the position to 10,656 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #96.

Werba Rubin Papier Wealth Management first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 10,656 shares of Vanguard Real Estate ETF worth $1.03M as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 1,098 Vanguard Real Estate ETF shares in Q2 2026, an estimated $105K.
  • Vanguard Real Estate ETF made up 0.12% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.