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Adaptive Financial Consulting’s Vanguard Real Estate ETF VNQ Stock Holding History

Adaptive Financial Consulting’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 		$12.5M Buy
129,548
+3,072
+2% +$294K 4.38% 10
2026
Q1 		$11.2M Buy
126,476
+8,921
+8% +$818K 4.3% 11
2025
Q4 		$10.4M Buy
117,555
+5,514
+5% +$496K 4.05% 11
2025
Q3 		$10.2M Buy
112,041
+2,924
+3% +$265K 4.09% 11
2025
Q2 		$9.72M Sell
109,117
-930
-0.8% -$82K 4.06% 11
2025
Q1 		$9.96M Sell
110,047
-4,059
-4% -$368K 4.27% 11
2024
Q4 		$10.2M Sell
114,106
-713
-0.6% -$67.4K 4.22% 11
2024
Q3 		$11.2M Sell
114,819
-2,087
-2% -$192K 4.56% 10
2024
Q2 		$9.79M Buy
116,906
+1,160
+1% +$95.8K 4.25% 11
2024
Q1 		$10M Buy
115,746
+3,118
+3% +$266K 4.47% 11
2023
Q4 		$9.95M Sell
112,628
-5,610
-5% -$445K 5.3% 9
2023
Q3 		$8.95M Buy
118,238
+6,639
+6% +$547K 5.07% 10
2023
Q2 		$9.33M Sell
111,599
-5,719
-5% -$469K 5.23% 10
2023
Q1 		$9.74M Buy
117,318
+3,129
+3% +$269K 5.26% 9
2022
Q4 		$9.42M Buy
114,189
+2,092
+2% +$173K 5.4% 9
2022
Q3 		$8.99M Buy
112,097
+2,277
+2% +$213K 5.62% 8
2022
Q2 		$10M Buy
109,820
+6,581
+6% +$656K 6.2% 6
2022
Q1 		$11.2M Buy
103,239
+1,867
+2% +$198K 6.57% 7
2021
Q4 		$11.8M Buy
101,372
+1,771
+2% +$193K 6.72% 7
2021
Q3 		$10.1M Buy
99,601
+818
+0.8% +$86.8K 6.25% 7
2021
Q2 		$10.1M Buy
98,783
+1,176
+1% +$117K 6.28% 7
2021
Q1 		$8.97M Buy
97,607
+13,042
+15% +$1.15M 6.03% 9
2020
Q4 		$7.18M Sell
84,565
-1,599
-2% -$133K 5.45% 9
2020
Q3 		$6.8M Buy
86,164
+3,969
+5% +$319K 5.35% 9
2020
Q2 		$6.46M Sell
82,195
-3,019
-4% -$229K 5.67% 7
2020
Q1 		$5.95M Buy
85,214
+3,383
+4% +$297K 6.11% 6
2019
Q4 		$7.59M Buy
+81,831
New +$7.58M 7.28% 5

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

Adaptive Financial Consulting's VNQ Position: Q2 2026 in Review

Adaptive Financial Consulting increased its Vanguard Real Estate ETF (VNQ) stake by 2.4% in Q2 2026, buying an estimated $294K and bringing the position to 129,548 shares worth $12.5M. The position accounts for 4.38% of the portfolio, ranked #10.

Adaptive Financial Consulting first reported a position in VNQ in Q4 2019 and has held it in 27 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Adaptive Financial Consulting held 129,548 shares of Vanguard Real Estate ETF worth $12.5M as of Q2 2026.
  • Adaptive Financial Consulting bought 3,072 Vanguard Real Estate ETF shares in Q2 2026, an estimated $294K.
  • Vanguard Real Estate ETF made up 4.38% of Adaptive Financial Consulting's portfolio in Q2 2026, its #10 holding.
  • Adaptive Financial Consulting first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Adaptive Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.