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Apollon Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Apollon Wealth Management’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 		$1.03M Sell
11,580
-1,096
-9% -$100K 0.02% 600
2025
Q4 		$1.12M Sell
12,676
-267
-2% -$24K 0.02% 535
2025
Q3 		$1.18M Sell
12,943
-391
-3% -$35.5K 0.02% 522
2025
Q2 		$1.19M Buy
13,334
+212
+2% +$18.7K 0.02% 505
2025
Q1 		$1.19M Buy
13,122
+54
+0.4% +$4.9K 0.03% 458
2024
Q4 		$1.16M Sell
13,068
-1,535
-11% -$145K 0.03% 463
2024
Q3 		$1.42M Sell
14,603
-31
-0.2% -$2.85K 0.04% 386
2024
Q2 		$1.23M Sell
14,634
-2,026
-12% -$167K 0.04% 402
2024
Q1 		$1.44M Sell
16,660
-3,627
-18% -$310K 0.05% 362
2023
Q4 		$1.79M Buy
20,287
+11,393
+128% +$903K 0.06% 293
2023
Q3 		$673K Sell
8,894
-1,712
-16% -$141K 0.03% 472
2023
Q2 		$886K Buy
10,606
+449
+4% +$36.8K 0.04% 426
2023
Q1 		$843K Buy
10,157
+1,399
+16% +$120K 0.05% 377
2022
Q4 		$722K Sell
8,758
-610
-7% -$50.6K 0.05% 390
2022
Q3 		$751K Sell
9,368
-668
-7% -$62.5K 0.06% 338
2022
Q2 		$914K Sell
10,036
-4,804
-32% -$479K 0.08% 285
2022
Q1 		$1.61M Buy
14,840
+2,038
+16% +$216K 0.11% 187
2021
Q4 		$1.48M Buy
12,802
+2,241
+21% +$245K 0.11% 206
2021
Q3 		$1.07M Buy
10,561
+4,285
+68% +$454K 0.15% 138
2021
Q2 		$639K Sell
6,276
-183
-3% -$18.1K 0.11% 184
2021
Q1 		$593K Buy
+6,459
New +$568K 0.11% 178
2020
Q3 		– Sell
-1,130
Closed -$89K – 666
2020
Q2 		$89K Buy
+1,130
New +$85.7K 0.05% 180
2019
Q3 		– Sell
-1,651
Closed -$144K – 107
2019
Q2 		$144K Buy
+1,651
New +$145K 0.17% 56

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

Apollon Wealth Management's VNQ Position: Q1 2026 in Review

Apollon Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 8.6% in Q1 2026, selling an estimated $100K and leaving 11,580 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #600.

Apollon Wealth Management first reported a position in VNQ in Q2 2019 and has held it in 23 quarters since. The position peaked at $1.79M in Q4 2023. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Apollon Wealth Management held 11,580 shares of Vanguard Real Estate ETF worth $1.03M as of Q1 2026.
  • Apollon Wealth Management sold 1,096 Vanguard Real Estate ETF shares in Q1 2026, an estimated $100K.
  • Vanguard Real Estate ETF made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #600 holding.
  • Apollon Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2019 and has held it in 23 quarters since.
  • Apollon Wealth Management's Vanguard Real Estate ETF position peaked at $1.79M in Q4 2023.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.