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

Beacon Investment 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
2026
Q2 		$45.3K Hold
470
– – ﹤0.01% 447
2026
Q1 		$41.7K Buy
+470
New +$43.1K ﹤0.01% 462
2023
Q2 		– Sell
-2,970
Closed -$247K – 290
2023
Q1 		$247K Hold
2,970
– – 0.01% 249
2022
Q4 		$245K Hold
2,970
– – 0.01% 250
2022
Q3 		$238K Sell
2,970
-116
-4% -$10.8K 0.01% 252
2022
Q2 		$281K Buy
3,086
+73
+2% +$7.28K 0.01% 241
2022
Q1 		$327K Hold
3,013
– – 0.01% 245
2021
Q4 		$350K Sell
3,013
-79
-3% -$8.63K 0.01% 243
2021
Q3 		$315K Buy
3,092
+122
+4% +$12.9K 0.01% 251
2021
Q2 		$302K Sell
2,970
-547
-16% -$54.2K 0.01% 262
2021
Q1 		$323K Buy
3,517
+267
+8% +$23.5K 0.01% 244
2020
Q4 		$276K Buy
3,250
+52
+2% +$4.31K 0.01% 234
2020
Q3 		$253K Sell
3,198
-120
-4% -$9.63K 0.01% 220
2020
Q2 		$261K Sell
3,318
-6,206
-65% -$470K 0.01% 214
2020
Q1 		$665K Buy
9,524
+80
+0.8% +$7.03K 0.05% 150
2019
Q4 		$876K Sell
9,444
-2,999
-24% -$278K 0.05% 144
2019
Q3 		$1.16M Sell
12,443
-484
-4% -$43.9K 0.12% 111
2019
Q2 		$1.13M Sell
12,927
-72
-0.6% -$6.3K 0.12% 102
2019
Q1 		$1.13M Sell
12,999
-429
-3% -$35.4K 0.12% 103
2018
Q4 		$1M Sell
13,428
-304
-2% -$23.9K 0.11% 114
2018
Q3 		$1.11M Sell
13,732
-3,028
-18% -$249K 0.11% 114
2018
Q2 		$1.36M Sell
16,760
-43,826
-72% -$3.4M 0.14% 107
2018
Q1 		$4.57M Buy
60,586
+5,451
+10% +$417K 0.47% 63
2017
Q4 		$4.58M Sell
55,135
-30,398
-36% -$2.55M 0.48% 63
2017
Q3 		$7.11M Buy
85,533
+66,097
+340% +$5.52M 0.61% 51
2017
Q2 		$1.62M Buy
19,436
+634
+3% +$52.9K 0.29% 12
2017
Q1 		$1.55M Buy
18,802
+2,518
+15% +$209K 0.3% 13
2016
Q4 		$1.34M Buy
16,284
+323
+2% +$26.3K 0.26% 12
2016
Q3 		$1.38M Buy
15,961
+12,962
+432% +$1.16M 0.3% 9
2016
Q2 		$266K Buy
+2,999
New +$252K 0.06% 60

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

Beacon Investment Advisory Services's VNQ Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 470 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Beacon Investment Advisory Services first reported a position in VNQ in Q2 2016 and has held it in 30 quarters since. The position peaked at $7.11M in Q3 2017. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Beacon Investment Advisory Services held 470 shares of Vanguard Real Estate ETF worth $45.3K as of Q2 2026.
  • Beacon Investment Advisory Services left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #447 holding.
  • Beacon Investment Advisory Services first reported a position in Vanguard Real Estate ETF in Q2 2016 and has held it in 30 quarters since.
  • Beacon Investment Advisory Services's Vanguard Real Estate ETF position peaked at $7.11M in Q3 2017.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.