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

Arkadios 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 		$8.88M Sell
92,135
-5,752
-6% -$550K 0.13% 168
2026
Q1 		$8.68M Buy
97,887
+8,146
+9% +$747K 0.14% 170
2025
Q4 		$7.94M Buy
89,741
+13,640
+18% +$1.23M 0.15% 148
2025
Q3 		$6.96M Buy
76,101
+18,385
+32% +$1.67M 0.17% 138
2025
Q2 		$5.14M Buy
57,716
+2,997
+5% +$264K 0.15% 153
2025
Q1 		$4.95M Buy
54,719
+37,433
+217% +$3.4M 0.19% 123
2024
Q4 		$1.54M Buy
17,286
+1,077
+7% +$102K 0.08% 236
2024
Q3 		$1.58M Buy
16,209
+1,477
+10% +$136K 0.09% 225
2024
Q2 		$1.23M Buy
+14,732
New +$1.22M 0.08% 238
2023
Q3 		– Sell
-2,618
Closed -$219K – 747
2023
Q2 		$219K Sell
2,618
-1,495
-36% -$122K 0.03% 546
2023
Q1 		$342K Sell
4,113
-3,947
-49% -$339K 0.04% 395
2022
Q4 		$665K Sell
8,060
-20,793
-72% -$1.72M 0.09% 238
2022
Q3 		$2.31M Buy
28,853
+716
+3% +$67K 0.35% 74
2022
Q2 		$2.56M Sell
28,137
-2,483
-8% -$248K 0.38% 66
2022
Q1 		$3.32M Buy
30,620
+22,898
+297% +$2.42M 0.43% 53
2021
Q4 		$896K Buy
7,722
+4,450
+136% +$486K 0.12% 205
2021
Q3 		$333K Sell
3,272
-138
-4% -$14.6K 0.05% 380
2021
Q2 		$347K Buy
3,410
+1,507
+79% +$149K 0.04% 413
2021
Q1 		$174K Sell
1,903
-35
-2% -$3.08K 0.03% 436
2020
Q4 		$164K Sell
1,938
-448
-19% -$37.2K 0.03% 356
2020
Q3 		$193K Buy
2,386
+639
+37% +$51.3K 0.1% 182
2020
Q2 		$136K Sell
1,747
-1,012
-37% -$76.7K 0.08% 213
2020
Q1 		$193K Sell
2,759
-411
-13% -$36.1K 0.12% 149
2019
Q4 		$312K Buy
+3,170
New +$294K 0.19% 117

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

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

Arkadios Wealth Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 5.9% in Q2 2026, selling an estimated $550K and leaving 92,135 shares worth $8.88M. The position accounts for 0.13% of the portfolio, ranked #168.

Arkadios Wealth Advisors first reported a position in VNQ in Q4 2019 and has held it in 24 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Arkadios Wealth Advisors held 92,135 shares of Vanguard Real Estate ETF worth $8.88M as of Q2 2026.
  • Arkadios Wealth Advisors sold 5,752 Vanguard Real Estate ETF shares in Q2 2026, an estimated $550K.
  • Vanguard Real Estate ETF made up 0.13% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 24 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.