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

Aviso 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
Q1 		– Sell
-2,383
Closed -$211K – 151
2025
Q4 		$211K Buy
2,383
+76
+3% +$6.83K 0.09% 141
2025
Q3 		$211K Hold
2,307
– – 0.09% 132
2025
Q2 		$205K Hold
2,307
– – 0.1% 141
2025
Q1 		$209K Sell
2,307
-154
-6% -$14K 0.11% 134
2024
Q4 		$219K Hold
2,461
– – 0.11% 133
2024
Q3 		$240K Hold
2,461
– – 0.13% 132
2024
Q2 		$206K Sell
2,461
-250
-9% -$20.6K 0.12% 146
2024
Q1 		$234K Buy
2,711
+250
+10% +$21.4K 0.15% 129
2023
Q4 		$217K Buy
+2,461
New +$195K 0.16% 131

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Aviso Wealth Management's VNQ Position: Q1 2026 in Review

Aviso Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 2,383 shares — an estimated $211K sold.

Aviso Wealth Management first reported a position in VNQ in Q4 2023 and held it in 9 quarters. The position peaked at $240K in Q3 2024. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Aviso Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Aviso Wealth Management sold 2,383 Vanguard Real Estate ETF shares in Q1 2026, an estimated $211K.
  • Aviso Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 9 quarters.
  • Aviso Wealth Management's Vanguard Real Estate ETF position peaked at $240K in Q3 2024.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.