AWA
VNQ icon

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
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

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Arbor Wealth Advisors's VNQ Position: Q2 2026 in Review

Arbor Wealth Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 6,000 shares worth $579K. The position accounts for 0.35% of the portfolio, ranked #37.

Arbor Wealth Advisors first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $585K in Q3 2024. 373 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Arbor Wealth Advisors held 6,000 shares of Vanguard Real Estate ETF worth $579K as of Q2 2026.
  • Arbor Wealth Advisors left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.35% of Arbor Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Arbor Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Arbor Wealth Advisors's Vanguard Real Estate ETF position peaked at $585K in Q3 2024.
  • 373 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.