Fortis Group Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Fortis Group 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	$16.1K	Hold	167	–	–	﹤0.01%	359
2026 Q1	$14.8K	Hold	167	–	–	﹤0.01%	365
2025 Q4	$14.8K	Hold	167	–	–	﹤0.01%	361
2025 Q3	$15.3K	Hold	167	–	–	﹤0.01%	316
2025 Q2	$14.9K	Hold	167	–	–	﹤0.01%	310
2025 Q1	$15.1K	Hold	167	–	–	﹤0.01%	272
2024 Q4	$14.9K	Hold	167	–	–	﹤0.01%	274
2024 Q3	$16.3K	Hold	167	–	–	﹤0.01%	264
2024 Q2	$14K	Hold	167	–	–	﹤0.01%	266
2024 Q1	$14.4K	Sell	167 -167	-50%	-$14.3K	﹤0.01%	284
2023 Q4	$29.5K	Buy	334 +167	+100%	+$13.2K	0.01%	202
2023 Q3	$12.6K	Buy	+167	New	+$13.8K	﹤0.01%	204
2020 Q3	$293K	Buy	+3,720	New	+$299K	0.06%	145

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

Fortis Group Advisors's VNQ Position: Q2 2026 in Review

Fortis Group Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 167 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Fortis Group Advisors first reported a position in VNQ in Q3 2020 and has held it in 13 quarters since. The position peaked at $293K in Q3 2020. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Fortis Group Advisors held 167 shares of Vanguard Real Estate ETF worth $16.1K as of Q2 2026.
Fortis Group Advisors left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #359 holding.
Fortis Group Advisors first reported a position in Vanguard Real Estate ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Vanguard Real Estate ETF position peaked at $293K in Q3 2020.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.