WWM
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Western Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Western 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
Q1 		$1.76M Sell
19,860
-7,215
-27% -$662K 0.07% 299
2025
Q4 		$2.4M Buy
27,075
+19,400
+253% +$1.74M 0.11% 187
2025
Q3 		$702K Sell
7,675
-291
-4% -$26.4K 0.04% 374
2025
Q2 		$709K Buy
7,966
+1,100
+16% +$97K 0.04% 338
2025
Q1 		$622K Sell
6,866
-148
-2% -$13.4K 0.04% 338
2024
Q4 		$625K Buy
7,014
+612
+10% +$57.8K 0.04% 322
2024
Q3 		$624K Sell
6,402
-305
-5% -$28.1K 0.04% 404
2024
Q2 		$562K Sell
6,707
-1,300
-16% -$107K 0.04% 341
2024
Q1 		$692K Sell
8,007
-355
-4% -$30.3K 0.05% 294
2023
Q4 		$739K Buy
8,362
+323
+4% +$25.6K 0.05% 334
2023
Q3 		$608K Sell
8,039
-663
-8% -$54.7K 0.05% 339
2023
Q2 		$727K Buy
8,702
+34
+0.4% +$2.79K 0.06% 302
2023
Q1 		$720K Sell
8,668
-148
-2% -$12.7K 0.07% 289
2022
Q4 		$727K Sell
8,816
-7,025
-44% -$582K 0.07% 280
2022
Q3 		$1.26M Buy
15,841
+3,162
+25% +$296K 0.07% 258
2022
Q2 		$1.16M Sell
12,679
-1,800
-12% -$179K 0.07% 274
2022
Q1 		$1.57M Buy
14,479
+6,752
+87% +$715K 0.08% 246
2021
Q4 		$898K Buy
+7,727
New +$844K 0.09% 212
2021
Q2 		$598K Buy
5,919
+841
+17% +$83.4K 0.06% 322
2021
Q1 		$466K Buy
5,078
+613
+14% +$53.9K 0.06% 295
2020
Q4 		$379K Buy
4,465
+234
+6% +$19.4K 0.06% 303
2020
Q3 		$334K Sell
4,231
-945
-18% -$75.9K 0.05% 313
2020
Q2 		$406K Sell
5,176
-17,996
-78% -$1.36M 0.07% 258
2020
Q1 		$1.62M Sell
23,172
-8,435
-27% -$741K 0.37% 60
2019
Q4 		$2.93M Buy
31,607
+8,217
+35% +$761K 0.44% 47
2019
Q3 		$2.18M Buy
23,390
+15,315
+190% +$1.39M 0.45% 48
2019
Q2 		$707K Buy
8,075
+1,887
+30% +$165K 0.09% 176
2019
Q1 		$536K Sell
6,188
-5,736
-48% -$474K 0.12% 194
2018
Q4 		$894K Buy
+11,924
New +$939K 0.24% 100

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Western Wealth Management's VNQ Position: Q1 2026 in Review

Western Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 27% in Q1 2026, selling an estimated $662K and leaving 19,860 shares worth $1.76M. The position accounts for 0.07% of the portfolio, ranked #299.

Western Wealth Management first reported a position in VNQ in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.93M in Q4 2019. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Western Wealth Management held 19,860 shares of Vanguard Real Estate ETF worth $1.76M as of Q1 2026.
  • Western Wealth Management sold 7,215 Vanguard Real Estate ETF shares in Q1 2026, an estimated $662K.
  • Vanguard Real Estate ETF made up 0.07% of Western Wealth Management's portfolio in Q1 2026, its #299 holding.
  • Western Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Vanguard Real Estate ETF position peaked at $2.93M in Q4 2019.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.