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VNQ icon

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

Financial Gravity Companies’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 		$441 Buy
+5
New +$478 ﹤0.01% 864
2025
Q2 		$3.06K Buy
+34
New +$3K ﹤0.01% 724
2024
Q4 		$13.2K Buy
148
+1
+0.7% +$94 ﹤0.01% 512
2024
Q3 		$14.3K Buy
+147
New +$13.5K ﹤0.01% 308
2018
Q4 		$4.77M Buy
+57,543
New +$4.53M 4.34% 3
2018
Q1 		$1.92M Buy
25,091
+5,814
+30% +$445K 1.96% 6
2017
Q4 		$1.53M Buy
+19,277
New +$1.62M 1.76% 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

Financial Gravity Companies's VNQ Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 5 shares worth $441. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VNQ as recently as Q2 2025.

Financial Gravity Companies first reported a position in VNQ in Q4 2017 and has held it in 7 quarters since. The position peaked at $4.77M in Q4 2018. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Financial Gravity Companies held 5 shares of Vanguard Real Estate ETF worth $441 as of Q2 2026.
  • Vanguard Real Estate ETF was a new Financial Gravity Companies position in Q2 2026.
  • Vanguard Real Estate ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #864 holding.
  • Financial Gravity Companies first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's Vanguard Real Estate ETF position peaked at $4.77M in Q4 2018.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.