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Allegiance Financial Group Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Allegiance Financial Group Advisory Services’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 		$848K Sell
9,559
-482
-5% -$44.2K 0.17% 52
2025
Q4 		$889K Buy
10,041
+395
+4% +$35.5K 0.19% 49
2025
Q3 		$882K Buy
9,646
+668
+7% +$60.6K 0.2% 44
2025
Q2 		$800K Buy
8,978
+404
+5% +$35.6K 0.21% 45
2025
Q1 		$776K Sell
8,574
-456
-5% -$41.4K 0.24% 42
2024
Q4 		$804K Buy
9,030
+139
+2% +$13.1K 0.26% 40
2024
Q3 		$866K Sell
8,891
-99
-1% -$9.12K 0.3% 35
2024
Q2 		$753K Buy
8,990
+666
+8% +$55K 0.29% 39
2024
Q1 		$720K Buy
8,324
+427
+5% +$36.5K 0.29% 40
2023
Q4 		$698K Buy
7,897
+508
+7% +$40.3K 0.33% 39
2023
Q3 		$559K Buy
7,389
+295
+4% +$24.3K 0.31% 40
2023
Q2 		$593K Sell
7,094
-968
-12% -$79.3K 0.35% 40
2023
Q1 		$669K Buy
8,062
+1,732
+27% +$149K 0.49% 39
2022
Q4 		$522K Buy
+6,330
New +$525K 0.5% 38

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Allegiance Financial Group Advisory Services's VNQ Position: Q1 2026 in Review

Allegiance Financial Group Advisory Services reduced its Vanguard Real Estate ETF (VNQ) stake by 4.8% in Q1 2026, selling an estimated $44.2K and leaving 9,559 shares worth $848K. The position accounts for 0.17% of the portfolio, ranked #52.

Allegiance Financial Group Advisory Services first reported a position in VNQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $889K in Q4 2025. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Allegiance Financial Group Advisory Services held 9,559 shares of Vanguard Real Estate ETF worth $848K as of Q1 2026.
  • Allegiance Financial Group Advisory Services sold 482 Vanguard Real Estate ETF shares in Q1 2026, an estimated $44.2K.
  • Vanguard Real Estate ETF made up 0.17% of Allegiance Financial Group Advisory Services's portfolio in Q1 2026, its #52 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • Allegiance Financial Group Advisory Services's Vanguard Real Estate ETF position peaked at $889K in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.