FFA
VNQ icon

Fi3 Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Fi3 Financial 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
Q2 		– Sell
-13,119
Closed -$1.16M – 280
2026
Q1 		$1.16M Sell
13,119
-330
-2% -$30.3K 0.34% 32
2025
Q4 		$1.19M Sell
13,449
-135
-1% -$12.1K 0.36% 31
2025
Q3 		$1.24M Sell
13,584
-3,407
-20% -$309K 0.42% 27
2025
Q2 		$1.51M Sell
16,991
-10,677
-39% -$942K 0.55% 23
2025
Q1 		$2.51M Sell
27,668
-12,985
-32% -$1.18M 1.02% 17
2024
Q4 		$3.62M Buy
40,653
+26,246
+182% +$2.48M 1.36% 19
2024
Q3 		$1.4M Sell
14,407
-640
-4% -$58.9K 0.56% 21
2024
Q2 		$1.26M Sell
15,047
-795
-5% -$65.6K 0.55% 19
2024
Q1 		$1.29M Sell
15,842
-1,915
-11% -$164K 0.59% 18
2023
Q4 		$1.57M Buy
17,757
+788
+5% +$62.5K 0.75% 17
2023
Q3 		$1.28M Sell
16,969
-92
-0.5% -$7.59K 0.69% 19
2023
Q2 		$1.43M Sell
17,061
-204
-1% -$16.7K 0.75% 18
2023
Q1 		$1.43M Sell
17,265
-1,562
-8% -$134K 0.76% 18
2022
Q4 		$1.55M Buy
18,827
+1,830
+11% +$152K 0.89% 18
2022
Q3 		$1.36M Buy
16,997
+212
+1% +$19.8K 1.24% 12
2022
Q2 		$1.53M Sell
16,785
-1,147
-6% -$114K 1.26% 15
2022
Q1 		$1.94M Sell
17,932
-27,122
-60% -$2.87M 1.51% 11
2021
Q4 		$5.23M Sell
45,054
-2,208
-5% -$241K 3.42% 9
2021
Q3 		$4.81M Sell
47,262
-2,125
-4% -$225K 3.19% 10
2021
Q2 		$5.24M Sell
49,387
-5,302
-10% -$526K 3.6% 10
2021
Q1 		$5.02M Buy
+54,689
New +$4.81M 4.32% 9

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Fi3 Financial Advisors's VNQ Position: Q2 2026 in Review

Fi3 Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 13,119 shares — an estimated $1.16M sold.

Fi3 Financial Advisors first reported a position in VNQ in Q1 2021 and held it in 21 quarters. The position peaked at $5.24M in Q2 2021. 1,806 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Fi3 Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Fi3 Financial Advisors sold 13,119 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.16M.
  • Fi3 Financial Advisors first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 21 quarters.
  • Fi3 Financial Advisors's Vanguard Real Estate ETF position peaked at $5.24M in Q2 2021.
  • 1,806 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.