Atlas Legacy Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Atlas Legacy 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	$3.02M	Buy	31,306 +5	+0%	+$478	0.45%	43
2026 Q1	$2.78M	Buy	31,301 +2	+0%	+$183	0.51%	43
2025 Q4	$2.77M	Buy	31,299 +4,954	+19%	+$445K	0.49%	46
2025 Q3	$2.41M	Sell	26,345 -3,568	-12%	-$324K	0.46%	47
2025 Q2	$2.66M	Sell	29,913 -619	-2%	-$54.6K	0.59%	42
2025 Q1	$2.76M	Sell	30,532 -16,366	-35%	-$1.49M	0.7%	35
2024 Q4	$4.18M	Buy	+46,898	New	+$4.43M	1.01%	26

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Atlas Legacy Advisors's VNQ Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.02% in Q2 2026, buying an estimated $478 and bringing the position to 31,306 shares worth $3.02M. The position accounts for 0.45% of the portfolio, ranked #43.

Atlas Legacy Advisors first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.18M in Q4 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Atlas Legacy Advisors held 31,306 shares of Vanguard Real Estate ETF worth $3.02M as of Q2 2026.
Atlas Legacy Advisors bought 5 Vanguard Real Estate ETF shares in Q2 2026, an estimated $478.
Vanguard Real Estate ETF made up 0.45% of Atlas Legacy Advisors's portfolio in Q2 2026, its #43 holding.
Atlas Legacy Advisors first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's Vanguard Real Estate ETF position peaked at $4.18M in Q4 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.