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Elwood & Goetz Wealth Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$4.84M Sell
54,581
-5,635
-9% -$517K 0.82% 18
2025
Q4 		$5.33M Buy
60,216
+9,914
+20% +$891K 0.94% 18
2025
Q3 		$4.6M Buy
50,302
+71
+0.1% +$6.44K 0.88% 17
2025
Q2 		$4.47M Sell
50,231
-3,190
-6% -$281K 0.97% 15
2025
Q1 		$4.84M Buy
53,421
+2,159
+4% +$196K 1.18% 14
2024
Q4 		$4.57M Buy
51,262
+11,278
+28% +$1.07M 1.11% 14
2024
Q3 		$3.9M Sell
39,984
-718
-2% -$66.1K 0.96% 15
2024
Q2 		$3.41M Sell
40,702
-3,093
-7% -$255K 0.97% 16
2024
Q1 		$3.79M Sell
43,795
-2,976
-6% -$254K 0.92% 20
2023
Q4 		$4.13M Buy
46,771
+307
+0.7% +$24.3K 0.87% 20
2023
Q3 		$3.52M Buy
46,464
+19,034
+69% +$1.57M 0.82% 22
2023
Q2 		$2.29M Sell
27,430
-3,610
-12% -$296K 0.52% 25
2023
Q1 		$2.58M Sell
31,040
-64,630
-68% -$5.55M 0.62% 23
2022
Q4 		$7.89M Buy
95,670
+5,823
+6% +$483K 2.4% 13
2022
Q3 		$7.2M Buy
89,847
+2,365
+3% +$221K 2.43% 13
2022
Q2 		$7.97M Buy
87,482
+8,679
+11% +$865K 2.66% 13
2022
Q1 		$8.54M Buy
78,803
+4,616
+6% +$489K 2.65% 12
2021
Q4 		$8.61M Buy
74,187
+1,931
+3% +$211K 2.68% 13
2021
Q3 		$7.35M Sell
72,256
-3,260
-4% -$346K 2.54% 12
2021
Q2 		$7.69M Buy
75,516
+2,916
+4% +$289K 2.89% 10
2021
Q1 		$6.67M Buy
72,600
+12,882
+22% +$1.13M 2.77% 11
2020
Q4 		$5.07M Buy
59,718
+2,513
+4% +$208K 2.32% 11
2020
Q3 		$4.52M Buy
57,205
+5,010
+10% +$402K 2.44% 11
2020
Q2 		$4.1M Buy
52,195
+7,287
+16% +$552K 2.5% 10
2020
Q1 		$3.14M Buy
44,908
+5,399
+14% +$474K 2.34% 10
2019
Q4 		$3.67M Buy
39,509
+1,428
+4% +$132K 2.63% 10
2019
Q3 		$3.55M Buy
38,081
+845
+2% +$76.7K 2.81% 9
2019
Q2 		$3.25M Buy
37,236
+2,254
+6% +$197K 2.79% 10
2019
Q1 		$3.04M Buy
34,982
+1,512
+5% +$125K 2.79% 10
2018
Q4 		$2.5M Buy
+33,470
New +$2.64M 2.64% 9

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's VNQ Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Vanguard Real Estate ETF (VNQ) stake by 9.4% in Q1 2026, selling an estimated $517K and leaving 54,581 shares worth $4.84M. The position accounts for 0.82% of the portfolio, ranked #18.

Elwood & Goetz Wealth Advisory Group first reported a position in VNQ in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.61M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 54,581 shares of Vanguard Real Estate ETF worth $4.84M as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group sold 5,635 Vanguard Real Estate ETF shares in Q1 2026, an estimated $517K.
  • Vanguard Real Estate ETF made up 0.82% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #18 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 30 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Vanguard Real Estate ETF position peaked at $8.61M in Q4 2021.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.