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

Arete 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
Q1 		$2.44M Buy
27,545
+1,040
+4% +$95.4K 0.18% 143
2025
Q4 		$2.35M Buy
26,505
+1,951
+8% +$175K 0.14% 153
2025
Q3 		$2.24M Buy
24,554
+2,530
+11% +$229K 0.14% 147
2025
Q2 		$1.96M Sell
22,024
-646
-3% -$57K 0.14% 152
2025
Q1 		$2.05M Sell
22,670
-2,435
-10% -$221K 0.16% 138
2024
Q4 		$2.23M Buy
25,105
+262
+1% +$24.8K 0.16% 132
2024
Q3 		$2.41M Sell
24,843
-3,768
-13% -$347K 0.21% 107
2024
Q2 		$2.39M Buy
28,611
+66
+0.2% +$5.45K 0.2% 108
2024
Q1 		$2.47M Buy
28,545
+196
+0.7% +$16.7K 0.23% 103
2023
Q4 		$2.5M Buy
28,349
+20,308
+253% +$1.61M 0.19% 110
2023
Q3 		$608K Sell
8,041
-18,176
-69% -$1.5M 0.11% 205
2023
Q2 		$2.19M Buy
26,217
+1,154
+5% +$94.5K 0.19% 113
2023
Q1 		$2.08M Sell
25,063
-5,853
-19% -$503K 0.17% 116
2022
Q4 		$2.66B Buy
30,916
+7,278
+31% +$603K 0.23% 90
2022
Q3 		$1.9M Buy
+23,638
New +$2.21M 0.19% 109
2022
Q2 		– Sell
-20,760
Closed -$2.25M – 566
2022
Q1 		$2.25M Buy
20,760
+1,726
+9% +$183K 0.19% 103
2021
Q4 		$2.2M Sell
19,034
-1,574
-8% -$172K 0.19% 102
2021
Q3 		$2.12M Buy
20,608
+2,748
+15% +$291K 0.23% 91
2021
Q2 		$1.22M Buy
17,860
+2,416
+16% +$240K 0.17% 117
2021
Q1 		$1.42M Buy
15,444
+1,443
+10% +$127K 0.18% 117
2020
Q4 		$1.16M Sell
14,001
-144
-1% -$11.9K 0.16% 132
2020
Q3 		$1.16M Buy
14,145
+240
+2% +$19.3K 0.17% 133
2020
Q2 		$1.09M Buy
13,905
+2,344
+20% +$178K 0.19% 129
2020
Q1 		$777K Buy
11,561
+718
+7% +$63.1K 0.15% 149
2019
Q4 		$996K Sell
10,843
-1,840
-15% -$170K 0.17% 136
2019
Q3 		$1.18M Sell
12,683
-1,823
-13% -$165K 0.23% 111
2019
Q2 		$1.27M Buy
14,506
+1,604
+12% +$140K 0.25% 98
2019
Q1 		$1.12M Buy
12,902
+2,670
+26% +$221K 0.23% 112
2018
Q4 		$763K Buy
10,232
+324
+3% +$25.5K 0.19% 137
2018
Q3 		$799K Buy
9,908
+773
+8% +$63.7K 0.18% 139
2018
Q2 		$743K Buy
9,135
+2,367
+35% +$183K 0.18% 150
2018
Q1 		$511K Sell
6,768
-55
-0.8% -$4.21K 0.17% 161
2017
Q4 		$566K Buy
6,823
+1,331
+24% +$112K 0.18% 151
2017
Q3 		$456K Buy
5,492
+809
+17% +$67.6K 0.18% 161
2017
Q2 		$390K Buy
4,683
+1,403
+43% +$117K 0.18% 162
2017
Q1 		$271K Buy
3,280
+174
+6% +$14.4K 0.12% 162
2016
Q4 		$256K Buy
3,106
+294
+10% +$23.9K 0.12% 150
2016
Q3 		$244K Sell
2,812
-2,945
-51% -$263K 0.14% 123
2016
Q2 		$510K Buy
5,757
+1,787
+45% +$150K 0.32% 64
2016
Q1 		$333K Buy
3,970
+175
+5% +$13.6K 0.2% 97
2015
Q4 		$303K Buy
+3,795
New +$300K 0.18% 92
2015
Q3 		– Sell
-3,034
Closed -$227K – 159
2015
Q2 		$227K Buy
3,034
+17
+0.6% +$1.36K 0.15% 119
2015
Q1 		$254K Sell
3,017
-12,774
-81% -$1.08M 0.16% 117
2014
Q4 		$1.28M Buy
+15,791
New +$1.24M 0.9% 28

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

Arete Wealth Advisors's VNQ Position: Q1 2026 in Review

Arete Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 3.9% in Q1 2026, buying an estimated $95.4K and bringing the position to 27,545 shares worth $2.44M. The position accounts for 0.18% of the portfolio, ranked #143.

Arete Wealth Advisors first reported a position in VNQ in Q4 2014 and has held it in 44 quarters since. The position peaked at $2.66B in Q4 2022. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Arete Wealth Advisors held 27,545 shares of Vanguard Real Estate ETF worth $2.44M as of Q1 2026.
  • Arete Wealth Advisors bought 1,040 Vanguard Real Estate ETF shares in Q1 2026, an estimated $95.4K.
  • Vanguard Real Estate ETF made up 0.18% of Arete Wealth Advisors's portfolio in Q1 2026, its #143 holding.
  • Arete Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 44 quarters since.
  • Arete Wealth Advisors's Vanguard Real Estate ETF position peaked at $2.66B in Q4 2022.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.