Avantax Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Avantax Advisory Services’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
2025 Q2	$83.4M	Buy	936,792 +22,450	+2%	+$1.98M	0.46%	30
2025 Q1	$82.8M	Buy	914,342 +79,639	+10%	+$7.23M	0.5%	28
2024 Q4	$74.4M	Buy	834,703 +17,599	+2%	+$1.66M	0.47%	32
2024 Q3	$79.6M	Buy	817,104 +22,860	+3%	+$2.1M	0.52%	25
2024 Q2	$66.5M	Buy	794,244 +41,422	+6%	+$3.42M	0.47%	28
2024 Q1	$65.1M	Buy	752,822 +10,128	+1%	+$865K	0.58%	23
2023 Q4	$65.6M	Buy	742,694 +7,574	+1%	+$600K	0.65%	19
2023 Q3	$55.6M	Sell	735,120 -66,100	-8%	-$5.45M	0.62%	19
2023 Q2	$66.9M	Buy	801,220 +23,084	+3%	+$1.89M	0.77%	18
2023 Q1	$64.6M	Buy	778,136 +24,288	+3%	+$2.09M	0.79%	15
2022 Q4	$62.2M	Sell	753,848 -235,845	-24%	-$19.6M	0.83%	14
2022 Q3	$79.3M	Buy	989,693 +29,518	+3%	+$2.76M	1.22%	12
2022 Q2	$87.5M	Buy	960,175 +40,010	+4%	+$3.99M	1.32%	12
2022 Q1	$99.8M	Buy	920,165 +53,321	+6%	+$5.64M	1.37%	13
2021 Q4	$101M	Buy	866,844 +37,220	+4%	+$4.07M	1.52%	11
2021 Q3	$84.6M	Buy	829,624 +49,524	+6%	+$5.25M	1.41%	14
2021 Q2	$79.4M	Buy	780,100 +131,163	+20%	+$13M	1.44%	13
2021 Q1	$59.6M	Buy	648,937 +23,384	+4%	+$2.06M	1.28%	14
2020 Q4	$53.1M	Sell	625,553 -312,739	-33%	-$25.9M	1.26%	15
2020 Q3	$74.2M	Buy	938,292 +355,634	+61%	+$28.5M	1.19%	14
2020 Q2	$45.8M	Buy	582,658 +14,422	+3%	+$1.09M	1.32%	13
2020 Q1	$39.7M	Buy	568,236 +30,562	+6%	+$2.68M	1.18%	14
2019 Q4	$49.9M	Buy	537,674 +443,274	+470%	+$41M	1.16%	15
2019 Q3	$8.8M	Buy	94,400 +7,121	+8%	+$646K	0.36%	40
2019 Q2	$7.63M	Buy	87,279 +9,948	+13%	+$871K	0.34%	41
2019 Q1	$6.72M	Buy	77,331 +7,190	+10%	+$594K	0.36%	30
2018 Q4	$5.24M	Buy	+70,141	New	+$5.53M	0.88%	27

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's VNQ Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Real Estate ETF (VNQ) stake by 2.5% in Q2 2025, buying an estimated $1.98M and bringing the position to 936,792 shares worth $83.4M. The position accounts for 0.46% of the portfolio, ranked #30.

Avantax Advisory Services first reported a position in VNQ in Q4 2018 and has held it in 27 quarters since. The position peaked at $101M in Q4 2021. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

Avantax Advisory Services held 936,792 shares of Vanguard Real Estate ETF worth $83.4M as of Q2 2025.
Avantax Advisory Services bought 22,450 Vanguard Real Estate ETF shares in Q2 2025, an estimated $1.98M.
Vanguard Real Estate ETF made up 0.46% of Avantax Advisory Services's portfolio in Q2 2025, its #30 holding.
Avantax Advisory Services first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Vanguard Real Estate ETF position peaked at $101M in Q4 2021.
1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.