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Berger Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Berger Financial Group’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 		$241K Sell
2,719
-54
-2% -$4.95K 0.01% 411
2025
Q4 		$245K Buy
+2,773
New +$249K 0.01% 412

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

Berger Financial Group's VNQ Position: Q1 2026 in Review

Berger Financial Group reduced its Vanguard Real Estate ETF (VNQ) stake by 1.9% in Q1 2026, selling an estimated $4.95K and leaving 2,719 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #411.

Berger Financial Group first reported a position in VNQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $245K in Q4 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Berger Financial Group held 2,719 shares of Vanguard Real Estate ETF worth $241K as of Q1 2026.
  • Berger Financial Group sold 54 Vanguard Real Estate ETF shares in Q1 2026, an estimated $4.95K.
  • Vanguard Real Estate ETF made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #411 holding.
  • Berger Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • Berger Financial Group's Vanguard Real Estate ETF position peaked at $245K in Q4 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.