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VNQVNQ
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Position history for IWIntegrated Wealth Concepts LLC's holdings in VANGUARD REAL ESTATE ETF ETF

Integrated Wealth Concepts LLC holds 122,481 shares of VNQ (VANGUARD REAL ESTATE ETF ETF), worth $11.8M as of 2026-Q2. The position was increased (+85.3% shares). VNQ represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$11.8M

Current Shares

122,481

Total Value Change

+$4.5M

Total Shares Change

+47,379

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
122,481
+85.3%
$11.8M0.1%$96.43
43
2026-Q1
Increased
66,106
+31.0%
$5.9M0.0%$95.42
34
2025-Q4
Decreased
50,449
-27.1%
$4.5M0.1%$89.22
0
2025-Q3
Increased
69,214
+6.3%
$6.3M0.1%$90.23
29
2025-Q2
Decreased
65,145
-11.9%
$5.8M0.1%$86.86
0
2025-Q1
Decreased
73,914
-11.7%
$6.7M0.1%$87.20
0
2024-Q4
Increased
83,720
+11.5%
$7.5M0.1%$84.97
31
2024-Q3
Increased
75,102
+50.5%
$7.3M0.1%$92.11
38

Other major holders of VNQ: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Creative Planning

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