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

Fiduciary 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	$341K	Buy	+3,534	New	+$338K	0.04%	273

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SPIO

Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Fiduciary Financial Group opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 3,534 shares worth $341K. The stake represents 0.04% of the portfolio and ranks #273 among its holdings.

895 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Fiduciary Financial Group held 3,534 shares of Vanguard Real Estate ETF worth $341K as of Q2 2026.
Vanguard Real Estate ETF was a new Fiduciary Financial Group position in Q2 2026.
Vanguard Real Estate ETF made up 0.04% of Fiduciary Financial Group's portfolio in Q2 2026, its #273 holding.
895 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.