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Axos Invest’s Vanguard Real Estate ETF VNQ Stock Holding History

Axos Invest’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 		$2.73M Sell
28,357
-830
-3% -$79.3K 2% 9
2026
Q1 		$2.59M Buy
29,187
+813
+3% +$74.5K 1.96% 10
2025
Q4 		$2.51M Buy
28,374
+1,949
+7% +$175K 1.85% 12
2025
Q3 		$2.42M Buy
26,425
+325
+1% +$29.5K 1.81% 12
2025
Q2 		$2.32M Sell
26,100
-806
-3% -$71.1K 1.75% 11
2025
Q1 		$2.44M Sell
26,906
-1,634
-6% -$148K 1.89% 11
2024
Q4 		$2.54M Buy
28,540
+687
+2% +$64.9K 1.85% 11
2024
Q3 		$2.71M Buy
+27,853
New +$2.56M 1.86% 11

Other funds holding VNQ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Axos Invest's VNQ Position: Q2 2026 in Review

Axos Invest reduced its Vanguard Real Estate ETF (VNQ) stake by 2.8% in Q2 2026, selling an estimated $79.3K and leaving 28,357 shares worth $2.73M. The position accounts for 2% of the portfolio, ranked #9.

Axos Invest first reported a position in VNQ in Q3 2024 and has held it in 8 quarters since. 1,220 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Axos Invest held 28,357 shares of Vanguard Real Estate ETF worth $2.73M as of Q2 2026.
  • Axos Invest sold 830 Vanguard Real Estate ETF shares in Q2 2026, an estimated $79.3K.
  • Vanguard Real Estate ETF made up 2% of Axos Invest's portfolio in Q2 2026, its #9 holding.
  • Axos Invest first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Axos Invest's 13F filing for Q2 2026, filed 7 Aug 2026.