Advisory Alpha’s Vanguard Real Estate ETF VNQ Stock Holding History

Advisory Alpha’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	$385K	Buy	+4,339	New	+$398K	0.01%	383
2023 Q3	–	Sell	-6,233	Closed	-$521K	–	339
2023 Q2	$521K	Buy	6,233 +656	+12%	+$53.7K	0.03%	210
2023 Q1	$463K	Sell	5,577 -114	-2%	-$9.79K	0.03%	187
2022 Q4	$469K	Buy	5,691 +1,233	+28%	+$102K	0.03%	169
2022 Q3	$357K	Buy	+4,458	New	+$417K	0.03%	187
2018 Q4	–	Sell	-145	Closed	-$11K	–	184
2018 Q3	$11K	Sell	145 -8	-5%	-$659	﹤0.01%	131
2018 Q2	$12K	Buy	+153	New	+$11.9K	﹤0.01%	132
2017 Q4	–	Sell	-53,539	Closed	-$4.51M	–	149
2017 Q3	$4.51M	Buy	53,539 +41,283	+337%	+$3.45M	1.26%	24
2017 Q2	$1.03M	Sell	12,256 -11,859	-49%	-$989K	0.3%	71
2017 Q1	$1.99M	Buy	24,115 +3,610	+18%	+$299K	0.69%	34
2016 Q4	$1.72M	Buy	+20,505	New	+$1.67M	0.69%	35

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Advisory Alpha's VNQ Position: Q1 2026 in Review

Advisory Alpha opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2026: 4,339 shares worth $385K. The stake represents 0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: Advisory Alpha previously reported a position in VNQ as recently as Q2 2023.

Advisory Alpha first reported a position in VNQ in Q4 2016 and has held it in 11 quarters since. The position peaked at $4.51M in Q3 2017. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Advisory Alpha held 4,339 shares of Vanguard Real Estate ETF worth $385K as of Q1 2026.
Vanguard Real Estate ETF was a new Advisory Alpha position in Q1 2026.
Vanguard Real Estate ETF made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #383 holding.
Advisory Alpha first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 11 quarters since.
Advisory Alpha's Vanguard Real Estate ETF position peaked at $4.51M in Q3 2017.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.