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VNQ icon

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
Q2 		$214K Sell
2,219
-500
-18% -$47.8K 0.01% 457
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 $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

Berger Financial Group's VNQ Position: Q2 2026 in Review

Berger Financial Group reduced its Vanguard Real Estate ETF (VNQ) stake by 18% in Q2 2026, selling an estimated $47.8K and leaving 2,219 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #457.

Berger Financial Group first reported a position in VNQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $245K in Q4 2025. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Berger Financial Group held 2,219 shares of Vanguard Real Estate ETF worth $214K as of Q2 2026.
  • Berger Financial Group sold 500 Vanguard Real Estate ETF shares in Q2 2026, an estimated $47.8K.
  • Vanguard Real Estate ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #457 holding.
  • Berger Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Berger Financial Group's Vanguard Real Estate ETF position peaked at $245K in Q4 2025.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.