Diversify Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Diversify Advisory Services’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	$3.08M	Buy	+30,600	New	+$2.92M	0.05%	283
2026 Q1	–	Sell	-11,931	Closed	-$1.11M	–	841
2025 Q4	$1.11M	Buy	11,931 +718	+6%	+$64.5K	0.04%	377
2025 Q3	$998K	Buy	11,213 +1,744	+18%	+$158K	0.03%	370
2025 Q2	$842K	Buy	9,469 +2,934	+45%	+$259K	0.03%	371
2025 Q1	$575K	Buy	6,535 +697	+12%	+$63.3K	0.04%	327
2024 Q4	$499K	Sell	5,838 -2,020	-26%	-$191K	0.03%	365
2024 Q3	$752K	Buy	7,858 +66	+0.8%	+$6.08K	0.04%	302
2024 Q2	$653K	Buy	7,792 +1,810	+30%	+$149K	0.04%	326
2024 Q1	$509K	Buy	+5,982	New	+$511K	0.03%	425

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Diversify Advisory Services's VNQ Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 30,600 shares worth $3.08M. The stake represents 0.05% of the portfolio and ranks #283 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VNQ as recently as Q4 2025.

Diversify Advisory Services first reported a position in VNQ in Q1 2024 and has held it in 9 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Diversify Advisory Services held 30,600 shares of Vanguard Real Estate ETF worth $3.08M as of Q2 2026.
Vanguard Real Estate ETF was a new Diversify Advisory Services position in Q2 2026.
Vanguard Real Estate ETF made up 0.05% of Diversify Advisory Services's portfolio in Q2 2026, its #283 holding.
Diversify Advisory Services first reported a position in Vanguard Real Estate ETF in Q1 2024 and has held it in 9 quarters since.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.