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

Arbor 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 Q3	$538K	Hold	6,000	–	–	0.33%	39
2026 Q2	$579K	Hold	6,000	–	–	0.35%	37
2026 Q1	$532K	Hold	6,000	–	–	0.37%	35
2025 Q4	$531K	Hold	6,000	–	–	0.38%	35
2025 Q3	$549K	Hold	6,000	–	–	0.41%	31
2025 Q2	$534K	Hold	6,000	–	–	0.43%	30
2025 Q1	$543K	Hold	6,000	–	–	0.48%	28
2024 Q4	$534K	Hold	6,000	–	–	0.48%	29
2024 Q3	$585K	Hold	6,000	–	–	0.53%	28
2024 Q2	$503K	Hold	6,000	–	–	0.5%	29
2024 Q1	$519K	Hold	6,000	–	–	0.49%	30
2023 Q4	$530K	Buy	+6,000	New	+$476K	0.55%	29

Other funds holding VNQ

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Arbor Wealth Advisors's VNQ Position: Q3 2026 in Review

Arbor Wealth Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2026 at 6,000 shares worth $538K. The position accounts for 0.33% of the portfolio, ranked #39.

Arbor Wealth Advisors first reported a position in VNQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $585K in Q3 2024. 1,574 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Arbor Wealth Advisors held 6,000 shares of Vanguard Real Estate ETF worth $538K as of Q3 2026.
Arbor Wealth Advisors left its Vanguard Real Estate ETF share count unchanged in Q3 2026.
Vanguard Real Estate ETF made up 0.33% of Arbor Wealth Advisors's portfolio in Q3 2026, its #39 holding.
Arbor Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
Arbor Wealth Advisors's Vanguard Real Estate ETF position peaked at $585K in Q3 2024.
1,574 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.