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Allegheny Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Allegheny Financial Group’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 		$301K Buy
3,125
+253
+9% +$24.2K 0.03% 235
2026
Q1 		$255K Buy
2,872
+20
+0.7% +$1.83K 0.03% 248
2025
Q4 		$252K Buy
2,852
+223
+8% +$20K 0.04% 232
2025
Q3 		$240K Sell
2,629
-188
-7% -$17.1K 0.04% 227
2025
Q2 		$251K Buy
2,817
+367
+15% +$32.4K 0.06% 207
2025
Q1 		$222K Sell
2,450
-40
-2% -$3.63K 0.06% 203
2024
Q4 		$222K Buy
2,490
+281
+13% +$26.6K 0.06% 206
2024
Q3 		$215K Buy
+2,209
New +$203K 0.05% 228

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

Allegheny Financial Group's VNQ Position: Q2 2026 in Review

Allegheny Financial Group increased its Vanguard Real Estate ETF (VNQ) stake by 8.8% in Q2 2026, buying an estimated $24.2K and bringing the position to 3,125 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #235.

Allegheny Financial Group first reported a position in VNQ in Q3 2024 and has held it in 8 quarters since. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Allegheny Financial Group held 3,125 shares of Vanguard Real Estate ETF worth $301K as of Q2 2026.
  • Allegheny Financial Group bought 253 Vanguard Real Estate ETF shares in Q2 2026, an estimated $24.2K.
  • Vanguard Real Estate ETF made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #235 holding.
  • Allegheny Financial Group first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.