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Bluestem Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Bluestem Financial Advisors’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 		$15M Sell
155,978
-833
-0.5% -$79.6K 5.27% 5
2026
Q1 		$13.9M Buy
156,811
+1,079
+0.7% +$98.9K 5.37% 5
2025
Q4 		$13.8M Buy
155,732
+153
+0.1% +$13.8K 5.32% 5
2025
Q3 		$14.2M Buy
155,579
+8,412
+6% +$763K 5.57% 5
2025
Q2 		$13.1M Buy
147,167
+370
+0.3% +$32.6K 5.62% 5
2025
Q1 		$13.3M Buy
146,797
+2,186
+2% +$198K 6.22% 5
2024
Q4 		$12.9M Buy
144,611
+1,142
+0.8% +$108K 6.06% 5
2024
Q3 		$14M Buy
143,469
+459
+0.3% +$42.3K 6.52% 5
2024
Q2 		$12M Buy
143,010
+11,578
+9% +$956K 6.05% 6
2024
Q1 		$11.4M Buy
131,432
+5,995
+5% +$512K 5.87% 6
2023
Q4 		$11.1M Sell
125,437
-2,451
-2% -$194K 6.45% 6
2023
Q3 		$9.68M Buy
127,888
+5,684
+5% +$469K 5.9% 6
2023
Q2 		$10.2M Buy
122,204
+6,209
+5% +$509K 6.17% 6
2023
Q1 		$9.63M Buy
115,995
+2,668
+2% +$229K 5.93% 6
2022
Q4 		$9.35M Buy
113,327
+3,801
+3% +$315K 6.15% 6
2022
Q3 		$8.78M Buy
109,526
+5,071
+5% +$474K 6.21% 6
2022
Q2 		$9.52M Buy
104,455
+2,499
+2% +$249K 6.62% 6
2022
Q1 		$11M Sell
101,956
-481
-0.5% -$50.9K 6.93% 6
2021
Q4 		$11.9M Buy
102,437
+894
+0.9% +$97.6K 7.39% 6
2021
Q3 		$10.3M Buy
101,543
+2,515
+3% +$267K 6.75% 6
2021
Q2 		$10.1M Sell
99,028
-3,375
-3% -$335K 6.79% 6
2021
Q1 		$9.41M Sell
102,403
-4,525
-4% -$398K 6.7% 6
2020
Q4 		$9.08M Buy
106,928
+6,315
+6% +$524K 6.65% 6
2020
Q3 		$7.94M Buy
100,613
+6,675
+7% +$536K 6.69% 6
2020
Q2 		$7.38M Buy
93,938
+5,025
+6% +$381K 6.75% 6
2020
Q1 		$6.21M Buy
88,913
+3,459
+4% +$304K 6.68% 6
2019
Q4 		$7.93M Buy
+85,454
New +$7.91M 7.2% 6

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

Bluestem Financial Advisors's VNQ Position: Q2 2026 in Review

Bluestem Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 0.53% in Q2 2026, selling an estimated $79.6K and leaving 155,978 shares worth $15M. The position accounts for 5.27% of the portfolio, ranked #5.

Bluestem Financial Advisors first reported a position in VNQ in Q4 2019 and has held it in 27 quarters since. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Bluestem Financial Advisors held 155,978 shares of Vanguard Real Estate ETF worth $15M as of Q2 2026.
  • Bluestem Financial Advisors sold 833 Vanguard Real Estate ETF shares in Q2 2026, an estimated $79.6K.
  • Vanguard Real Estate ETF made up 5.27% of Bluestem Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Bluestem Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.