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Aptus Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Aptus Capital 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 		$1.64M Buy
16,977
+126
+0.7% +$12K 0.01% 531
2026
Q1 		$1.49M Buy
16,851
+1,195
+8% +$110K 0.01% 516
2025
Q4 		$1.39M Buy
15,656
+5,969
+62% +$536K 0.01% 514
2025
Q3 		$886K Sell
9,687
-172
-2% -$15.6K 0.01% 573
2025
Q2 		$878K Buy
9,859
+475
+5% +$41.9K 0.01% 556
2025
Q1 		$850K Buy
9,384
+1,109
+13% +$101K 0.01% 535
2024
Q4 		$737K Buy
8,275
+7,784
+1,585% +$735K 0.01% 543
2024
Q3 		$47.8K Sell
491
-59
-11% -$5.43K ﹤0.01% 940
2024
Q2 		$46.1K Sell
550
-2,380
-81% -$197K ﹤0.01% 903
2024
Q1 		$253K Buy
2,930
+370
+14% +$31.6K ﹤0.01% 675
2023
Q4 		$226K Buy
2,560
+845
+49% +$67K 0.01% 520
2023
Q3 		$130K Hold
1,715
– – ﹤0.01% 601
2023
Q2 		$143K Sell
1,715
-287
-14% -$23.5K ﹤0.01% 510
2023
Q1 		$166K Sell
2,002
-7,578
-79% -$651K ﹤0.01% 485
2022
Q4 		$790K Buy
9,580
+7,632
+392% +$633K 0.02% 291
2022
Q3 		$156K Sell
1,948
-739
-28% -$69.1K ﹤0.01% 461
2022
Q2 		$245K Hold
2,687
– – 0.01% 348
2022
Q1 		$291K Sell
2,687
-745
-22% -$78.8K 0.01% 363
2021
Q4 		$398K Hold
3,432
– – 0.01% 296
2021
Q3 		$349K Sell
3,432
-45
-1% -$4.77K 0.01% 305
2021
Q2 		$354K Buy
3,477
+927
+36% +$91.9K 0.01% 302
2021
Q1 		$234K Buy
2,550
+882
+53% +$77.5K 0.01% 319
2020
Q4 		$141K Sell
1,668
-1,764
-51% -$146K 0.01% 321
2020
Q3 		$270K Buy
3,432
+2,105
+159% +$169K 0.01% 268
2020
Q2 		$104K Hold
1,327
– – 0.01% 290
2020
Q1 		$92K Sell
1,327
-721
-35% -$63.3K 0.01% 292
2019
Q4 		$190K Buy
2,048
+1,482
+262% +$137K 0.01% 344
2019
Q3 		$52K Buy
+566
New +$51.4K ﹤0.01% 393

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

Aptus Capital Advisors's VNQ Position: Q2 2026 in Review

Aptus Capital Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.75% in Q2 2026, buying an estimated $12K and bringing the position to 16,977 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #531.

Aptus Capital Advisors first reported a position in VNQ in Q3 2019 and has held it in 28 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Aptus Capital Advisors held 16,977 shares of Vanguard Real Estate ETF worth $1.64M as of Q2 2026.
  • Aptus Capital Advisors bought 126 Vanguard Real Estate ETF shares in Q2 2026, an estimated $12K.
  • Vanguard Real Estate ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #531 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Real Estate ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.