Core Wealth Advisors (Florida)’s Vanguard Real Estate ETF VNQ Stock Holding History

Core Wealth Advisors (Florida)’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	–	Sell	-2,469	Closed	-$218K	–	117
2025 Q4	$218K	Sell	2,469 -629	-20%	-$56.5K	0.06%	92
2025 Q3	$283K	Buy	+3,098	New	+$281K	0.07%	73
2023 Q1	–	Sell	-238	Closed	-$19.6K	–	285
2022 Q4	$19.6K	Hold	238	–	–	0.01%	120
2022 Q3	$19K	Hold	238	–	–	0.01%	100
2022 Q2	$22K	Buy	+238	New	+$23.7K	0.01%	102

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Core Wealth Advisors (Florida)'s VNQ Position: Q1 2026 in Review

Core Wealth Advisors (Florida) sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 2,469 shares — an estimated $218K sold.

Core Wealth Advisors (Florida) first reported a position in VNQ in Q2 2022 and held it in 5 quarters. The position peaked at $283K in Q3 2025. 1,782 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Core Wealth Advisors (Florida) reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 2,469 Vanguard Real Estate ETF shares in Q1 2026, an estimated $218K.
Core Wealth Advisors (Florida) first reported a position in Vanguard Real Estate ETF in Q2 2022 and held it in 5 quarters.
Core Wealth Advisors (Florida)'s Vanguard Real Estate ETF position peaked at $283K in Q3 2025.
1,782 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2026, filed 18 May 2026.