BFA
VNQ icon

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

Bragg 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 		$982K Sell
10,179
-1,231
-11% -$118K 0.03% 234
2026
Q1 		$1.01M Sell
11,410
-141
-1% -$12.9K 0.03% 217
2025
Q4 		$1.02M Sell
11,551
-95
-0.8% -$8.54K 0.03% 221
2025
Q3 		$1.06M Sell
11,646
-565
-5% -$51.2K 0.04% 214
2025
Q2 		$1.09M Sell
12,211
-407
-3% -$35.9K 0.04% 212
2025
Q1 		$1.14M Sell
12,618
-685
-5% -$62.2K 0.05% 201
2024
Q4 		$1.19M Buy
13,303
+156
+1% +$14.7K 0.05% 196
2024
Q3 		$1.28M Sell
13,147
-44
-0.3% -$4.05K 0.05% 195
2024
Q2 		$1.1M Sell
13,191
-1,130
-8% -$93.3K 0.05% 198
2024
Q1 		$1.24M Sell
14,321
-409
-3% -$34.9K 0.06% 194
2023
Q4 		$1.3M Sell
14,730
-187
-1% -$14.8K 0.06% 188
2023
Q3 		$1.13M Sell
14,917
-96
-0.6% -$7.92K 0.06% 192
2023
Q2 		$1.25M Sell
15,013
-1,713
-10% -$140K 0.07% 187
2023
Q1 		$1.39M Sell
16,726
-302
-2% -$25.9K 0.08% 179
2022
Q4 		$1.4M Buy
17,028
+381
+2% +$31.6K 0.09% 173
2022
Q3 		$1.33M Sell
16,647
-457
-3% -$42.7K 0.09% 167
2022
Q2 		$1.56M Sell
17,104
-316
-2% -$31.5K 0.1% 159
2022
Q1 		$1.89M Sell
17,420
-284
-2% -$30.1K 0.11% 160
2021
Q4 		$1.8M Hold
17,704
– – 0.12% 150
2021
Q3 		$1.8M Sell
17,704
-368
-2% -$39K 0.12% 150
2021
Q2 		$1.84M Sell
18,072
-495
-3% -$49.1K 0.12% 150
2021
Q1 		$1.71M Sell
18,567
-840
-4% -$73.8K 0.11% 153
2020
Q4 		$1.65M Sell
19,407
-587
-3% -$48.7K 0.14% 140
2020
Q3 		$1.58M Sell
19,994
-895
-4% -$71.8K 0.16% 134
2020
Q2 		$1.64M Sell
20,889
-2,335
-10% -$177K 0.18% 133
2020
Q1 		$1.62M Sell
23,224
-1,065
-4% -$93.5K 0.22% 127
2019
Q4 		$2.25M Sell
24,289
-1,105
-4% -$102K 0.25% 121
2019
Q3 		$2.37M Sell
25,394
-75
-0.3% -$6.81K 0.29% 115
2019
Q2 		$2.23M Buy
25,469
+105
+0.4% +$9.19K 0.27% 121
2019
Q1 		$2.2M Sell
25,364
-40
-0.2% -$3.3K 0.29% 116
2018
Q4 		$1.89M Buy
25,404
+485
+2% +$38.2K 0.28% 121
2018
Q3 		$2.01M Sell
24,919
-903
-3% -$74.4K 0.27% 117
2018
Q2 		$2.1M Sell
25,822
-1,930
-7% -$150K 0.3% 117
2018
Q1 		$2.09M Sell
27,752
-3,092
-10% -$237K 0.31% 115
2017
Q4 		$2.56M Sell
30,844
-1,662
-5% -$139K 0.37% 103
2017
Q3 		$2.7M Buy
32,506
+850
+3% +$71K 0.41% 93
2017
Q2 		$2.63M Buy
31,656
+658
+2% +$54.9K 0.42% 98
2017
Q1 		$2.56M Buy
30,998
+409
+1% +$33.9K 0.41% 99
2016
Q4 		$2.52M Buy
30,589
+1,025
+3% +$83.5K 0.42% 96
2016
Q3 		$2.56M Buy
29,564
+645
+2% +$57.5K 0.46% 86
2016
Q2 		$2.56M Buy
28,919
+1,520
+6% +$128K 0.46% 89
2016
Q1 		$2.3M Buy
27,399
+1,141
+4% +$88.8K 0.44% 93
2015
Q4 		$2.09M Buy
26,258
+1,252
+5% +$99.1K 0.45% 87
2015
Q3 		$1.89M Buy
25,006
+4,614
+23% +$354K 0.45% 81
2015
Q2 		$1.52M Buy
20,392
+242
+1% +$19.3K 0.35% 105
2015
Q1 		$1.61M Buy
20,150
+3,718
+23% +$316K 0.37% 103
2014
Q4 		$1.33M Buy
16,432
+644
+4% +$50.5K 0.32% 106
2014
Q3 		$1.13M Buy
15,788
+86
+0.5% +$6.49K 0.29% 115
2014
Q2 		$1.18M Buy
15,702
+3,440
+28% +$253K 0.28% 120
2014
Q1 		$866K Buy
12,262
+3,439
+39% +$235K 0.21% 147
2013
Q4 		$570K Buy
8,823
+996
+13% +$66.6K 0.14% 171
2013
Q3 		$518K Buy
7,827
+1,169
+18% +$79.4K 0.13% 172
2013
Q2 		$458K Buy
+6,658
New +$484K 0.13% 173

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

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

Bragg Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 11% in Q2 2026, selling an estimated $118K and leaving 10,179 shares worth $982K. The position accounts for 0.03% of the portfolio, ranked #234.

Bragg Financial Advisors first reported a position in VNQ in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.7M in Q3 2017. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Bragg Financial Advisors held 10,179 shares of Vanguard Real Estate ETF worth $982K as of Q2 2026.
  • Bragg Financial Advisors sold 1,231 Vanguard Real Estate ETF shares in Q2 2026, an estimated $118K.
  • Vanguard Real Estate ETF made up 0.03% of Bragg Financial Advisors's portfolio in Q2 2026, its #234 holding.
  • Bragg Financial Advisors first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
  • Bragg Financial Advisors's Vanguard Real Estate ETF position peaked at $2.7M in Q3 2017.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.