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VNQ icon

Atmos Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Atmos Advisory’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 		$11.2M Buy
115,960
+1,540
+1% +$147K 5.84% 9
2026
Q1 		$10.1M Buy
114,420
+10,786
+10% +$989K 5.76% 9
2025
Q4 		$9.17M Buy
103,634
+7,531
+8% +$677K 5.31% 10
2025
Q3 		$8.79M Buy
96,103
+1,606
+2% +$146K 5.35% 10
2025
Q2 		$8.42M Buy
94,497
+7,577
+9% +$668K 5.36% 10
2025
Q1 		$7.87M Sell
86,920
-4,865
-5% -$442K 5.28% 10
2024
Q4 		$8.18M Buy
91,785
+2,777
+3% +$262K 5.68% 8
2024
Q3 		$8.67M Buy
89,008
+1,031
+1% +$94.9K 6.16% 8
2024
Q2 		$7.37M Buy
87,977
+3,598
+4% +$297K 5.76% 8
2024
Q1 		$7.3M Buy
84,379
+4,254
+5% +$363K 5.84% 8
2023
Q4 		$7.08M Sell
80,125
-114
-0.1% -$9.04K 5.68% 9
2023
Q3 		$6.07M Buy
80,239
+3,825
+5% +$315K 5.19% 10
2023
Q2 		$6.39M Buy
76,414
+1,242
+2% +$102K 5.39% 8
2023
Q1 		$6.24M Sell
75,172
-591
-0.8% -$50.8K 5.39% 8
2022
Q4 		$6.25M Buy
75,763
+22,407
+42% +$1.86M 5.59% 8
2022
Q3 		$4.28M Buy
53,356
+1,189
+2% +$111K 4.06% 12
2022
Q2 		$4.75M Buy
52,167
+1,332
+3% +$133K 4.31% 11
2022
Q1 		$5.51M Sell
50,835
-1,745
-3% -$185K 4.57% 10
2021
Q4 		$6.1M Buy
+52,580
New +$5.74M 5.1% 8

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

Atmos Advisory's VNQ Position: Q2 2026 in Review

Atmos Advisory increased its Vanguard Real Estate ETF (VNQ) stake by 1.3% in Q2 2026, buying an estimated $147K and bringing the position to 115,960 shares worth $11.2M. The position accounts for 5.84% of the portfolio, ranked #9.

Atmos Advisory first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Atmos Advisory held 115,960 shares of Vanguard Real Estate ETF worth $11.2M as of Q2 2026.
  • Atmos Advisory bought 1,540 Vanguard Real Estate ETF shares in Q2 2026, an estimated $147K.
  • Vanguard Real Estate ETF made up 5.84% of Atmos Advisory's portfolio in Q2 2026, its #9 holding.
  • Atmos Advisory first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Atmos Advisory's 13F filing for Q2 2026, filed 2 Jul 2026.