EFG
VNQ icon

Everhart Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Everhart Financial 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
Q2 		$7.01M Buy
72,654
+7,286
+11% +$696K 0.45% 32
2026
Q1 		$5.8M Buy
65,368
+5,202
+9% +$477K 0.49% 30
2025
Q4 		$5.32M Buy
60,166
+7,398
+14% +$665K 0.49% 27
2025
Q3 		$4.82M Buy
52,768
+3,411
+7% +$309K 0.48% 27
2025
Q2 		$4.4M Buy
49,357
+4,866
+11% +$429K 0.51% 30
2025
Q1 		$4.03M Buy
44,491
+5,965
+15% +$541K 0.55% 27
2024
Q4 		$3.43M Buy
38,526
+2,694
+8% +$255K 0.71% 28
2024
Q3 		$3.49M Sell
35,832
-1,108
-3% -$102K 0.77% 28
2024
Q2 		$3.09M Buy
36,940
+249
+0.7% +$20.6K 0.8% 27
2024
Q1 		$3.17M Sell
36,691
-575
-2% -$49.1K 0.92% 25
2023
Q4 		$3.29M Buy
37,266
+92
+0.2% +$7.29K 1.17% 18
2023
Q3 		$2.81M Sell
37,174
-4,854
-12% -$400K 1.19% 17
2023
Q2 		$3.5M Buy
42,028
+3,908
+10% +$320K 1.45% 15
2023
Q1 		$3.16M Buy
38,120
+1,795
+5% +$154K 1.42% 14
2022
Q4 		$2.99M Buy
36,325
+70
+0.2% +$5.8K 1.5% 16
2022
Q3 		$2.91M Buy
36,255
+4,116
+13% +$385K 1.61% 14
2022
Q2 		$2.93M Sell
32,139
-2,212
-6% -$220K 1.78% 11
2022
Q1 		$3.72M Sell
34,351
-839
-2% -$88.8K 2.15% 10
2021
Q4 		$4.08M Buy
35,190
+371
+1% +$40.5K 2.46% 10
2021
Q3 		$3.54M Buy
34,819
+1,737
+5% +$184K 2.43% 10
2021
Q2 		$3.37M Buy
33,082
+18,736
+131% +$1.86M 2.32% 12
2021
Q1 		$1.32M Buy
14,346
+448
+3% +$39.4K 1.16% 24
2020
Q4 		$1.18M Buy
+13,898
New +$1.15M 1.09% 23

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Everhart Financial Group's VNQ Position: Q2 2026 in Review

Everhart Financial Group increased its Vanguard Real Estate ETF (VNQ) stake by 11% in Q2 2026, buying an estimated $696K and bringing the position to 72,654 shares worth $7.01M. The position accounts for 0.45% of the portfolio, ranked #32.

Everhart Financial Group first reported a position in VNQ in Q4 2020 and has held it in 23 quarters since. 345 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Everhart Financial Group held 72,654 shares of Vanguard Real Estate ETF worth $7.01M as of Q2 2026.
  • Everhart Financial Group bought 7,286 Vanguard Real Estate ETF shares in Q2 2026, an estimated $696K.
  • Vanguard Real Estate ETF made up 0.45% of Everhart Financial Group's portfolio in Q2 2026, its #32 holding.
  • Everhart Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • 345 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.