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Financial Services Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Financial Services Advisory’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 		$3.26M Buy
33,815
+3,233
+11% +$309K 0.82% 29
2026
Q1 		$2.71M Buy
30,582
+3,799
+14% +$348K 1.29% 22
2025
Q4 		$2.37M Buy
26,783
+10,166
+61% +$914K 0.85% 22
2025
Q3 		$1.52M Buy
16,617
+7,174
+76% +$651K 0.59% 29
2025
Q2 		$841K Sell
9,443
-124
-1% -$10.9K 0.41% 31
2025
Q1 		$866K Sell
9,567
-409
-4% -$37.1K 0.33% 29
2024
Q4 		$889K Buy
9,976
+134
+1% +$12.7K 0.21% 40
2024
Q3 		$959K Buy
9,842
+417
+4% +$38.4K 0.23% 41
2024
Q2 		$789K Buy
9,425
+786
+9% +$64.9K 0.22% 45
2024
Q1 		$747K Buy
8,639
+1,898
+28% +$162K 0.19% 47
2023
Q4 		$596K Buy
6,741
+3,274
+94% +$259K 0.17% 49
2023
Q3 		$262K Sell
3,467
-256
-7% -$21.1K 0.13% 44
2023
Q2 		$311K Buy
3,723
+447
+14% +$36.6K 0.13% 40
2023
Q1 		$272K Buy
3,276
+534
+19% +$45.9K 0.18% 30
2022
Q4 		$226K Buy
+2,742
New +$227K 0.15% 29

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 Services Advisory's VNQ Position: Q2 2026 in Review

Financial Services Advisory increased its Vanguard Real Estate ETF (VNQ) stake by 11% in Q2 2026, buying an estimated $309K and bringing the position to 33,815 shares worth $3.26M. The position accounts for 0.82% of the portfolio, ranked #29.

Financial Services Advisory first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. 1,800 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Financial Services Advisory held 33,815 shares of Vanguard Real Estate ETF worth $3.26M as of Q2 2026.
  • Financial Services Advisory bought 3,233 Vanguard Real Estate ETF shares in Q2 2026, an estimated $309K.
  • Vanguard Real Estate ETF made up 0.82% of Financial Services Advisory's portfolio in Q2 2026, its #29 holding.
  • Financial Services Advisory first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,800 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.