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Beacon Financial Strategies’s Vanguard Real Estate ETF VNQ Stock Holding History

Beacon Financial Strategies’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
-85
Closed -$7.52K – 183
2025
Q4 		$7.52K Buy
+85
New +$7.64K ﹤0.01% 147

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Creative Planning
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Bank of America
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Beacon Financial Strategies's VNQ Position: Q1 2026 in Review

Beacon Financial Strategies sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 85 shares — an estimated $7.52K sold.

Beacon Financial Strategies first reported a position in VNQ in Q4 2025 and held it in 1 quarter. The position peaked at $7.52K in Q4 2025. 1,787 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Beacon Financial Strategies reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Strategies sold 85 Vanguard Real Estate ETF shares in Q1 2026, an estimated $7.52K.
  • Beacon Financial Strategies first reported a position in Vanguard Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • Beacon Financial Strategies's Vanguard Real Estate ETF position peaked at $7.52K in Q4 2025.
  • 1,787 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Beacon Financial Strategies's 13F filing for Q1 2026, filed 8 Apr 2026.