Alaska Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Alaska Wealth 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	$201K	Buy	+2,083	New	+$199K	0.02%	90
2024 Q4	–	Sell	-1,847	Closed	-$180K	–	107
2024 Q3	$180K	Buy	1,847 +3	+0.2%	+$276	0.03%	77
2024 Q2	$154K	Sell	1,844 -80	-4%	-$6.61K	0.02%	71
2024 Q1	$166K	Sell	1,924 -162	-8%	-$13.8K	0.03%	72
2023 Q4	$184K	Sell	2,086 -264	-11%	-$20.9K	0.03%	65
2023 Q3	$178K	Sell	2,350 -36	-2%	-$2.97K	0.03%	61
2023 Q2	$199K	Sell	2,386 -486	-17%	-$39.8K	0.03%	60
2023 Q1	$238K	Sell	2,872 -43	-1%	-$3.69K	0.04%	53
2022 Q4	$240K	Sell	2,915 -144	-5%	-$11.9K	0.04%	51
2022 Q3	$245K	Buy	3,059 +138	+5%	+$12.9K	0.05%	52
2022 Q2	$266K	Sell	2,921 -108	-4%	-$10.8K	0.05%	47
2022 Q1	$328K	Buy	3,029 +332	+12%	+$35.1K	0.06%	41
2021 Q4	$313K	Sell	2,697 -369	-12%	-$40.3K	0.06%	43
2021 Q3	$312K	Sell	3,066 -36	-1%	-$3.82K	0.06%	38
2021 Q2	$316K	Hold	3,102	–	–	0.06%	37
2021 Q1	$285K	Sell	3,102 -445	-13%	-$39.1K	0.06%	45
2020 Q4	$301K	Buy	3,547 +19	+0.5%	+$1.58K	0.06%	43
2020 Q3	$279K	Sell	3,528 -71	-2%	-$5.7K	0.06%	44
2020 Q2	$283K	Sell	3,599 -1,015	-22%	-$76.9K	0.07%	46
2020 Q1	$322K	Sell	4,614 -3,581	-44%	-$315K	0.09%	42
2019 Q4	$760K	Buy	8,195 +2,042	+33%	+$189K	0.12%	32
2019 Q3	$574K	Sell	6,153 -123	-2%	-$11.2K	0.07%	26
2019 Q2	$545K	Hold	6,276	–	–	0.06%	40
2019 Q1	$545K	Sell	6,276 -11,995	-66%	-$991K	0.06%	40
2018 Q4	$1.36M	Sell	18,271 -75,888	-81%	-$5.98M	0.42%	23
2018 Q3	$7.6M	Sell	94,159 -1,786	-2%	-$147K	2.29%	15
2018 Q2	$7.81M	Sell	95,945 -87,534	-48%	-$6.78M	2.5%	14
2018 Q1	$13.8M	Buy	183,479 +2,240	+1%	+$171K	4.8%	7
2017 Q4	$15M	Buy	+181,239	New	+$15.2M	5.43%	6

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Alaska Wealth Advisors's VNQ Position: Q2 2026 in Review

Alaska Wealth Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 2,083 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #90 among its holdings. This is a return to the name: Alaska Wealth Advisors previously reported a position in VNQ as recently as Q3 2024.

Alaska Wealth Advisors first reported a position in VNQ in Q4 2017 and has held it in 29 quarters since. The position peaked at $15M in Q4 2017. 1,800 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Alaska Wealth Advisors held 2,083 shares of Vanguard Real Estate ETF worth $201K as of Q2 2026.
Vanguard Real Estate ETF was a new Alaska Wealth Advisors position in Q2 2026.
Vanguard Real Estate ETF made up 0.02% of Alaska Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Alaska Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 29 quarters since.
Alaska Wealth Advisors's Vanguard Real Estate ETF position peaked at $15M in Q4 2017.
1,800 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.