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

Archvest 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 		$11.7M Buy
121,526
+10,786
+10% +$1.03M 6.78% 4
2026
Q1 		$9.82M Buy
110,740
+6,789
+7% +$623K 6.34% 4
2025
Q4 		$9.2M Buy
103,951
+3,201
+3% +$288K 5.87% 4
2025
Q3 		$9.21M Buy
100,750
+6,291
+7% +$571K 8.16% 3
2025
Q2 		$8.41M Buy
94,459
+5,443
+6% +$480K 7.33% 3
2025
Q1 		$8.06M Buy
89,016
+5,465
+7% +$496K 6.67% 3
2024
Q4 		$7.44M Buy
83,551
+10,747
+15% +$1.02M 5.4% 6
2024
Q3 		$7.09M Buy
72,804
+2,061
+3% +$190K 4.5% 4
2024
Q2 		$5.87M Buy
70,743
+30,831
+77% +$2.55M 3.89% 4
2024
Q1 		$3.39M Buy
39,912
+7,034
+21% +$601K 2.4% 10
2023
Q4 		$2.91M Buy
32,878
+3,152
+11% +$250K 2.19% 12
2023
Q3 		$2.25M Buy
29,726
+8,014
+37% +$661K 1.83% 14
2023
Q2 		$1.81M Buy
21,712
+2,913
+15% +$239K 1.49% 16
2023
Q1 		$1.56M Buy
18,799
+17,524
+1,374% +$1.51M 1.38% 16
2022
Q4 		$448K Sell
1,275
-15,499
-92% -$1.29M 0.44% 29
2022
Q3 		$1.34M Buy
16,774
+382
+2% +$35.7K 1.38% 15
2022
Q2 		$1.49M Buy
16,392
+3,060
+23% +$305K 1.49% 14
2022
Q1 		$1.45M Buy
13,332
+2,014
+18% +$213K 1.3% 17
2021
Q4 		$1.31M Buy
+11,318
New +$1.24M 1.14% 17

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

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

Archvest Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 9.7% in Q2 2026, buying an estimated $1.03M and bringing the position to 121,526 shares worth $11.7M. The position accounts for 6.78% of the portfolio, ranked #4.

Archvest Wealth Advisors first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Archvest Wealth Advisors held 121,526 shares of Vanguard Real Estate ETF worth $11.7M as of Q2 2026.
  • Archvest Wealth Advisors bought 10,786 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.03M.
  • Vanguard Real Estate ETF made up 6.78% of Archvest Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Archvest Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.