Fairman Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Fairman 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 Q3	$391K	Buy	4,361 +760	+21%	+$73.6K	0.28%	48
2026 Q2	$347K	Buy	3,601 +1,310	+57%	+$125K	0.27%	45
2026 Q1	$203K	Buy	2,291 +703	+44%	+$64.5K	0.17%	58
2025 Q4	$141K	Buy	1,588 +766	+93%	+$68.8K	0.11%	64
2025 Q3	$75.1K	Buy	822 +8	+1%	+$726	0.06%	86
2025 Q2	$72.5K	Sell	814 -392	-33%	-$34.6K	0.06%	88
2025 Q1	$204K	Sell	1,206 -1,089	-47%	-$98.8K	0.19%	56
2024 Q4	$204K	Buy	2,295 +34	+2%	+$3.21K	0.17%	59
2024 Q3	$222K	Buy	2,261 +23	+1%	+$2.12K	0.2%	54
2024 Q2	$190K	Hold	2,238	–	–	0.19%	55
2024 Q1	$194K	Buy	2,238 +328	+17%	+$28K	0.18%	51
2023 Q4	$169K	Buy	+1,910	New	+$151K	0.16%	57

Other funds holding VNQ

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Seven Post Investment Office San Francisco, California $328M AUM 7.15% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Fairman Group's VNQ Position: Q3 2026 in Review

Fairman Group increased its Vanguard Real Estate ETF (VNQ) stake by 21% in Q3 2026, buying an estimated $73.6K and bringing the position to 4,361 shares worth $391K. The position accounts for 0.28% of the portfolio, ranked #48.

Fairman Group first reported a position in VNQ in Q4 2023 and has held it in 12 quarters since. 975 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Fairman Group held 4,361 shares of Vanguard Real Estate ETF worth $391K as of Q3 2026.
Fairman Group bought 760 Vanguard Real Estate ETF shares in Q3 2026, an estimated $73.6K.
Vanguard Real Estate ETF made up 0.28% of Fairman Group's portfolio in Q3 2026, its #48 holding.
Fairman Group first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
975 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.