Flagship Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Flagship Wealth Advisors’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	$49.1K	Sell	509 -277	-35%	-$26.5K	0.01%	274
2026 Q1	$70K	Hold	786	–	–	0.03%	167
2025 Q4	$69.6K	Hold	786	–	–	0.02%	191
2025 Q3	$71.9K	Hold	786	–	–	0.02%	193
2025 Q2	$70K	Hold	786	–	–	0.03%	179
2025 Q1	$71.2K	Sell	786 -100	-11%	-$9.08K	0.03%	173
2024 Q4	$78.9K	Buy	+886	New	+$83.7K	0.05%	156

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Flagship Wealth Advisors's VNQ Position: Q2 2026 in Review

Flagship Wealth Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 35% in Q2 2026, selling an estimated $26.5K and leaving 509 shares worth $49.1K. The position accounts for 0.01% of the portfolio, ranked #274.

Flagship Wealth Advisors first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $78.9K in Q4 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Flagship Wealth Advisors held 509 shares of Vanguard Real Estate ETF worth $49.1K as of Q2 2026.
Flagship Wealth Advisors sold 277 Vanguard Real Estate ETF shares in Q2 2026, an estimated $26.5K.
Vanguard Real Estate ETF made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #274 holding.
Flagship Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's Vanguard Real Estate ETF position peaked at $78.9K in Q4 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.