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Exencial Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Exencial Wealth Advisors’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 		$13.8M Buy
156,113
+21,937
+16% +$2.01M 0.43% 65
2025
Q4 		$11.9M Buy
134,176
+1,598
+1% +$144K 0.38% 76
2025
Q3 		$12.1M Buy
132,578
+1,014
+0.8% +$92K 0.4% 76
2025
Q2 		$11.7M Sell
131,564
-4,929
-4% -$435K 0.41% 77
2025
Q1 		$12.4M Buy
136,493
+9,056
+7% +$822K 0.46% 67
2024
Q4 		$11.4M Buy
127,437
+5,316
+4% +$502K 0.42% 68
2024
Q3 		$11.9M Buy
122,121
+5,240
+4% +$482K 0.43% 73
2024
Q2 		$9.79M Buy
116,881
+4,381
+4% +$362K 0.37% 82
2024
Q1 		$9.73M Buy
112,500
+8,550
+8% +$730K 0.36% 85
2023
Q4 		$9.19M Buy
103,950
+15,071
+17% +$1.19M 0.37% 82
2023
Q3 		$6.72M Sell
88,879
-2,143
-2% -$177K 0.33% 95
2023
Q2 		$7.61M Buy
91,022
+71,680
+371% +$5.87M 0.35% 87
2023
Q1 		$1.61M Buy
19,342
+2,045
+12% +$176K 0.08% 183
2022
Q4 		$1.43M Buy
17,297
+6,861
+66% +$569K 0.08% 198
2022
Q3 		$837K Buy
10,436
+53
+0.5% +$4.96K 0.05% 226
2022
Q2 		$946K Buy
10,383
+1,674
+19% +$167K 0.05% 219
2022
Q1 		$944K Buy
8,709
+3,977
+84% +$421K 0.05% 240
2021
Q4 		$549K Buy
+4,732
New +$517K 0.03% 295
2021
Q3 		– Sell
-5,794
Closed -$590K – 457
2021
Q2 		$590K Buy
5,794
+808
+16% +$80.1K 0.03% 289
2021
Q1 		$458K Sell
4,986
-178
-3% -$15.6K 0.03% 290
2020
Q4 		$439K Sell
5,164
-969
-16% -$80.4K 0.03% 258
2020
Q3 		$484K Buy
6,133
+189
+3% +$15.2K 0.03% 256
2020
Q2 		$467K Buy
5,944
+461
+8% +$34.9K 0.04% 226
2020
Q1 		$383K Buy
5,483
+417
+8% +$36.6K 0.07% 169
2019
Q4 		$470K Buy
5,066
+1,515
+43% +$140K 0.08% 172
2019
Q3 		$331K Buy
3,551
+1,101
+45% +$99.9K 0.07% 186
2019
Q2 		$214K Hold
2,450
– – 0.05% 216
2019
Q1 		$213K Buy
+2,450
New +$202K 0.05% 213

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Exencial Wealth Advisors's VNQ Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 16% in Q1 2026, buying an estimated $2.01M and bringing the position to 156,113 shares worth $13.8M. The position accounts for 0.43% of the portfolio, ranked #65.

Exencial Wealth Advisors first reported a position in VNQ in Q1 2019 and has held it in 28 quarters since. 1,783 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Exencial Wealth Advisors held 156,113 shares of Vanguard Real Estate ETF worth $13.8M as of Q1 2026.
  • Exencial Wealth Advisors bought 21,937 Vanguard Real Estate ETF shares in Q1 2026, an estimated $2.01M.
  • Vanguard Real Estate ETF made up 0.43% of Exencial Wealth Advisors's portfolio in Q1 2026, its #65 holding.
  • Exencial Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q1 2019 and has held it in 28 quarters since.
  • 1,783 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.