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Summit Investment Advisors, Inc.\KS’s Vanguard Real Estate ETF VNQ Stock Holding History

Summit Investment Advisors, Inc.\KS’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
Q3 		$7.26M Buy
80,995
+19,173
+31% +$1.86M 3.28% 8
2026
Q2 		$5.96M Buy
61,822
+17,855
+41% +$1.71M 2.73% 9
2026
Q1 		$3.9M Buy
43,967
+10,628
+32% +$975K 1.98% 14
2025
Q4 		$2.95M Buy
+33,339
New +$3M 1.58% 17

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's VNQ Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS increased its Vanguard Real Estate ETF (VNQ) stake by 31% in Q3 2026, buying an estimated $1.86M and bringing the position to 80,995 shares worth $7.26M. The position accounts for 3.28% of the portfolio, ranked #8.

Summit Investment Advisors, Inc.\KS first reported a position in VNQ in Q4 2025 and has held it in 4 quarters since. 1,420 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Summit Investment Advisors, Inc.\KS held 80,995 shares of Vanguard Real Estate ETF worth $7.26M as of Q3 2026.
  • Summit Investment Advisors, Inc.\KS bought 19,173 Vanguard Real Estate ETF shares in Q3 2026, an estimated $1.86M.
  • Vanguard Real Estate ETF made up 3.28% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #8 holding.
  • Summit Investment Advisors, Inc.\KS first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,420 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.