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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
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 $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

Fi3 Financial Advisors's VNQ Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 2.5% in Q1 2026, selling an estimated $30.3K and leaving 13,119 shares worth $1.16M. The position accounts for 0.34% of the portfolio, ranked #32.

Fi3 Financial Advisors first reported a position in VNQ in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.24M in Q2 2021. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Fi3 Financial Advisors held 13,119 shares of Vanguard Real Estate ETF worth $1.16M as of Q1 2026.
  • Fi3 Financial Advisors sold 330 Vanguard Real Estate ETF shares in Q1 2026, an estimated $30.3K.
  • Vanguard Real Estate ETF made up 0.34% of Fi3 Financial Advisors's portfolio in Q1 2026, its #32 holding.
  • Fi3 Financial Advisors first reported a position in Vanguard Real Estate ETF in Q1 2021 and has held it in 21 quarters since.
  • Fi3 Financial Advisors's Vanguard Real Estate ETF position peaked at $5.24M in Q2 2021.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.