AA Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

AA Financial Advisors’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	$16.9M	Buy	175,093 +38,016	+28%	+$3.63M	2.03%	13
2026 Q1	$12.2M	Buy	137,077 +57,791	+73%	+$5.3M	1.71%	13
2025 Q4	$7.02M	Buy	79,286 +23,684	+43%	+$2.13M	1.3%	26
2025 Q3	$5.08M	Buy	55,602 +331	+0.6%	+$30K	1%	32
2025 Q2	$4.92M	Buy	55,271 +10,017	+22%	+$883K	1.06%	31
2025 Q1	$4.1M	Buy	45,254 +6,014	+15%	+$546K	1%	31
2024 Q4	$3.5M	Buy	39,240 +2,865	+8%	+$271K	0.93%	35
2024 Q3	$3.54M	Buy	36,375 +4,989	+16%	+$459K	1.03%	31
2024 Q2	$2.63M	Buy	31,386 +5,983	+24%	+$494K	0.93%	33
2024 Q1	$2.2M	Buy	25,403 +5,072	+25%	+$433K	0.89%	34
2023 Q4	$1.8M	Buy	+20,331	New	+$1.61M	1.2%	28

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

AA Financial Advisors's VNQ Position: Q2 2026 in Review

AA Financial Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 28% in Q2 2026, buying an estimated $3.63M and bringing the position to 175,093 shares worth $16.9M. The position accounts for 2.03% of the portfolio, ranked #13.

AA Financial Advisors first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. 563 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

AA Financial Advisors held 175,093 shares of Vanguard Real Estate ETF worth $16.9M as of Q2 2026.
AA Financial Advisors bought 38,016 Vanguard Real Estate ETF shares in Q2 2026, an estimated $3.63M.
Vanguard Real Estate ETF made up 2.03% of AA Financial Advisors's portfolio in Q2 2026, its #13 holding.
AA Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
563 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.