AWM
VNQ icon

Avior Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Avior Wealth Management’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 		$16.5M Buy
170,953
+56,870
+50% +$5.43M 0.43% 56
2026
Q1 		$10.1M Buy
114,083
+1,018
+0.9% +$93.3K 0.29% 82
2025
Q4 		$10M Buy
113,065
+2,372
+2% +$213K 0.31% 72
2025
Q3 		$10.1M Buy
110,693
+734
+0.7% +$66.6K 0.33% 66
2025
Q2 		$9.78M Buy
109,959
+1,852
+2% +$163K 0.34% 63
2025
Q1 		$9.78M Sell
108,107
-1,830
-2% -$166K 0.37% 58
2024
Q4 		$9.78M Buy
109,937
+44,474
+68% +$4.2M 0.36% 60
2024
Q3 		$6.37M Sell
65,463
-6,053
-8% -$557K 0.25% 73
2024
Q2 		$5.98M Sell
71,516
-11,042
-13% -$912K 0.26% 70
2024
Q1 		$7.13M Sell
82,558
-5,539
-6% -$473K 0.33% 60
2023
Q4 		$7.78M Sell
88,097
-11,116
-11% -$881K 0.47% 47
2023
Q3 		$7.5M Buy
99,213
+1,614
+2% +$133K 0.51% 45
2023
Q2 		$8.15M Sell
97,599
-4,695
-5% -$385K 0.53% 42
2023
Q1 		$8.49M Sell
102,294
-4,073
-4% -$350K 0.58% 40
2022
Q4 		$8.77M Sell
106,367
-1,202
-1% -$99.7K 0.66% 35
2022
Q3 		$8.62M Buy
107,569
+14,076
+15% +$1.32M 0.71% 34
2022
Q2 		$8.51M Sell
93,493
-551
-0.6% -$54.9K 0.86% 25
2022
Q1 		$10.2M Sell
94,044
-869
-0.9% -$92K 0.88% 24
2021
Q4 		$11M Sell
94,913
-2,043
-2% -$223K 0.91% 21
2021
Q3 		$9.87M Sell
96,956
-6,596
-6% -$700K 0.81% 28
2021
Q2 		$10.5M Sell
103,552
-12,307
-11% -$1.22M 1.06% 20
2021
Q1 		$10.6M Buy
115,859
+28,771
+33% +$2.53M 1.14% 16
2020
Q4 		$7.4M Buy
87,088
+8,815
+11% +$731K 0.91% 26
2020
Q3 		$6.18M Buy
78,273
+3,912
+5% +$314K 0.88% 26
2020
Q2 		$5.84M Buy
74,361
+2,844
+4% +$216K 0.91% 27
2020
Q1 		$5M Sell
71,517
-2,708
-4% -$238K 0.98% 24
2019
Q4 		$6.89M Sell
74,225
-3,165
-4% -$293K 1.1% 18
2019
Q3 		$7.22M Buy
77,390
+1,584
+2% +$144K 1.26% 16
2019
Q2 		$6.63M Sell
75,806
-1,684
-2% -$147K 1.19% 15
2019
Q1 		$6.73M Buy
77,490
+543
+0.7% +$44.9K 1.43% 11
2018
Q4 		$5.74M Buy
76,947
+702
+0.9% +$55.3K 1.38% 11
2018
Q3 		$6.15M Buy
76,245
+1,519
+2% +$125K 1.31% 12
2018
Q2 		$6.09M Buy
74,726
+4,928
+7% +$382K 1.37% 11
2018
Q1 		$5.27M Sell
69,798
-845
-1% -$64.7K 1.22% 14
2017
Q4 		$5.86M Buy
70,643
+738
+1% +$61.8K 1.31% 13
2017
Q3 		$5.81M Buy
+69,905
New +$5.84M 1.91% 11
2017
Q2 		– Sell
-70,365
Closed -$5.81M – 494
2017
Q1 		$5.81M Buy
70,365
+7,707
+12% +$639K 1.94% 12
2016
Q4 		$5.17M Buy
62,658
+1,566
+3% +$128K 1.93% 11
2016
Q3 		$5.3M Buy
61,092
+2,514
+4% +$224K 2.08% 9
2016
Q2 		$5.19M Buy
58,578
+1,734
+3% +$146K 2.2% 8
2016
Q1 		$4.76M Buy
56,844
+13,510
+31% +$1.05M 2.11% 8
2015
Q4 		$3.46M Buy
43,334
+3,428
+9% +$271K 1.89% 11
2015
Q3 		$3.01M Buy
39,906
+1,375
+4% +$106K 1.77% 13
2015
Q2 		$2.88M Buy
38,531
+1,964
+5% +$157K 2.25% 13
2015
Q1 		$3.08M Buy
36,567
+1,756
+5% +$149K 2.38% 13
2014
Q4 		$2.82M Buy
34,811
+4,805
+16% +$377K 2.24% 14
2014
Q3 		$2.16M Buy
30,006
+4,306
+17% +$325K 1.83% 16
2014
Q2 		$1.92M Buy
25,700
+14,063
+121% +$1.03M 1.61% 19
2014
Q1 		$822K Buy
11,637
+4,436
+62% +$304K 0.69% 30
2013
Q4 		$465K Buy
+7,201
New +$482K 0.44% 43

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

Avior Wealth Management's VNQ Position: Q2 2026 in Review

Avior Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 50% in Q2 2026, buying an estimated $5.43M and bringing the position to 170,953 shares worth $16.5M. The position accounts for 0.43% of the portfolio, ranked #56.

Avior Wealth Management first reported a position in VNQ in Q4 2013 and has held it in 50 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Avior Wealth Management held 170,953 shares of Vanguard Real Estate ETF worth $16.5M as of Q2 2026.
  • Avior Wealth Management bought 56,870 Vanguard Real Estate ETF shares in Q2 2026, an estimated $5.43M.
  • Vanguard Real Estate ETF made up 0.43% of Avior Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Avior Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 50 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.