Atomi Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Atomi Financial Group’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	$3.38M	Buy	35,017 +1,035	+3%	+$98.9K	0.09%	172
2026 Q1	$3.01M	Sell	33,982 -1,982	-6%	-$182K	0.09%	173
2025 Q4	$3.18M	Buy	35,964 +2,973	+9%	+$267K	0.09%	166
2025 Q3	$3.02M	Buy	32,991 +2,024	+7%	+$184K	0.1%	152
2025 Q2	$2.76M	Buy	30,967 +1,022	+3%	+$90.1K	0.1%	144
2025 Q1	$2.71M	Sell	29,945 -2,022	-6%	-$184K	0.12%	132
2024 Q4	$2.85M	Buy	31,967 +1,679	+6%	+$159K	0.14%	115
2024 Q3	$2.95M	Sell	30,288 -2,632	-8%	-$242K	0.18%	98
2024 Q2	$2.76M	Sell	32,920 -13,052	-28%	-$1.08M	0.2%	92
2024 Q1	$3.98M	Buy	45,972 +23,356	+103%	+$2M	0.37%	57
2023 Q4	$2M	Buy	22,616 +19,202	+562%	+$1.52M	0.28%	75
2023 Q3	$258K	Buy	+3,414	New	+$282K	0.09%	277

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

Atomi Financial Group's VNQ Position: Q2 2026 in Review

Atomi Financial Group increased its Vanguard Real Estate ETF (VNQ) stake by 3% in Q2 2026, buying an estimated $98.9K and bringing the position to 35,017 shares worth $3.38M. The position accounts for 0.09% of the portfolio, ranked #172.

Atomi Financial Group first reported a position in VNQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.98M in Q1 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Atomi Financial Group held 35,017 shares of Vanguard Real Estate ETF worth $3.38M as of Q2 2026.
Atomi Financial Group bought 1,035 Vanguard Real Estate ETF shares in Q2 2026, an estimated $98.9K.
Vanguard Real Estate ETF made up 0.09% of Atomi Financial Group's portfolio in Q2 2026, its #172 holding.
Atomi Financial Group first reported a position in Vanguard Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
Atomi Financial Group's Vanguard Real Estate ETF position peaked at $3.98M in Q1 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.