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Financial Alternatives’s Vanguard Real Estate ETF VNQ Stock Holding History

Financial Alternatives’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 		$6.76M Buy
70,071
+1,455
+2% +$139K 3.33% 6
2026
Q1 		$6.09M Buy
68,616
+2,686
+4% +$246K 3.28% 6
2025
Q4 		$5.83M Buy
65,930
+4,069
+7% +$366K 3.39% 7
2025
Q3 		$5.66M Buy
61,861
+973
+2% +$88.3K 3.42% 7
2025
Q2 		$5.42M Buy
60,888
+1,869
+3% +$165K 3.53% 7
2025
Q1 		$5.34M Buy
59,019
+1,904
+3% +$173K 3.81% 7
2024
Q4 		$5.09M Buy
57,115
+133
+0.2% +$12.6K 3.59% 8
2024
Q3 		$5.55M Sell
56,982
-86
-0.2% -$7.92K 3.91% 7
2024
Q2 		$4.78M Buy
57,068
+3,133
+6% +$259K 3.59% 8
2024
Q1 		$4.66M Buy
53,935
+2,400
+5% +$205K 3.61% 8
2023
Q4 		$4.55M Buy
51,535
+1,966
+4% +$156K 3.85% 8
2023
Q3 		$3.75M Buy
49,569
+1,976
+4% +$163K 3.47% 8
2023
Q2 		$3.98M Buy
47,593
+2,853
+6% +$234K 3.6% 8
2023
Q1 		$3.72M Sell
44,740
-505
-1% -$43.4K 3.56% 9
2022
Q4 		$3.73M Buy
+45,245
New +$3.75M 3.71% 8

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

Financial Alternatives's VNQ Position: Q2 2026 in Review

Financial Alternatives increased its Vanguard Real Estate ETF (VNQ) stake by 2.1% in Q2 2026, buying an estimated $139K and bringing the position to 70,071 shares worth $6.76M. The position accounts for 3.33% of the portfolio, ranked #6.

Financial Alternatives first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Financial Alternatives held 70,071 shares of Vanguard Real Estate ETF worth $6.76M as of Q2 2026.
  • Financial Alternatives bought 1,455 Vanguard Real Estate ETF shares in Q2 2026, an estimated $139K.
  • Vanguard Real Estate ETF made up 3.33% of Financial Alternatives's portfolio in Q2 2026, its #6 holding.
  • Financial Alternatives first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.