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VNQ icon

Financial Gravity Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Financial Gravity Asset Management’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 		$402 Buy
5
+1
+25% +$92 ﹤0.01% 811
2025
Q4 		$397 Sell
4
-30
-88% -$2.7K ﹤0.01% 662
2025
Q3 		$3.15K Buy
+34
New +$3.08K ﹤0.01% 734
2025
Q1 		$7.28K Buy
+80
New +$7.26K ﹤0.01% 665
2024
Q2 		$29.2K Sell
349
-569
-62% -$47K 0.01% 329
2024
Q1 		$80.7K Sell
918
-315
-26% -$26.9K 0.02% 214
2023
Q4 		$109K Buy
+1,233
New +$97.7K 0.03% 179
2021
Q3 		$102K Sell
627
-112
-15% -$11.9K 0.05% 349
2021
Q2 		$102K Buy
+739
New +$73.3K 0.04% 343
2020
Q4 		$68K Buy
+802
New +$66.5K 0.06% 80
2019
Q4 		$95K Sell
6,912
-9,370
-58% -$868K 0.07% 342
2019
Q3 		$1.52M Sell
16,282
-3,353
-17% -$304K 1.31% 12
2019
Q2 		$1.72M Sell
19,635
-5,657
-22% -$495K 1.41% 6
2019
Q1 		$2.2M Buy
+25,292
New +$2.09M 1.78% 6
2018
Q3 		$2.24M Sell
28,683
-27,525
-49% -$2.27M 2.35% 3
2018
Q2 		$4.59M Buy
56,208
+31,117
+124% +$2.41M 4.31% 2
2018
Q1 		$1.92M Buy
+25,091
New +$1.92M 1.96% 6

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 Gravity Asset Management's VNQ Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Vanguard Real Estate ETF (VNQ) stake by 25% in Q1 2026, buying an estimated $92 and bringing the position to 5 shares worth $402. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Financial Gravity Asset Management first reported a position in VNQ in Q1 2018 and has held it in 17 quarters since. The position peaked at $4.59M in Q2 2018. 1,782 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Financial Gravity Asset Management held 5 shares of Vanguard Real Estate ETF worth $402 as of Q1 2026.
  • Financial Gravity Asset Management bought 1 Vanguard Real Estate ETF share in Q1 2026, an estimated $92.
  • Vanguard Real Estate ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #811 holding.
  • Financial Gravity Asset Management first reported a position in Vanguard Real Estate ETF in Q1 2018 and has held it in 17 quarters since.
  • Financial Gravity Asset Management's Vanguard Real Estate ETF position peaked at $4.59M in Q2 2018.
  • 1,782 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.