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Foundations Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Foundations Investment 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
Q1 		$519K Buy
5,852
+909
+18% +$83.4K 0.01% 714
2025
Q4 		$437K Sell
4,943
-9,192
-65% -$826K 0.01% 756
2025
Q3 		$1.29M Sell
14,135
-1,732
-11% -$157K 0.02% 407
2025
Q2 		$1.41M Buy
15,867
+385
+2% +$34K 0.02% 356
2025
Q1 		$1.4M Buy
15,482
+10,495
+210% +$953K 0.03% 345
2024
Q4 		$444K Sell
4,987
-60
-1% -$5.67K 0.01% 561
2024
Q3 		$492K Buy
5,047
+810
+19% +$74.6K 0.01% 523
2024
Q2 		$355K Sell
4,237
-17,240
-80% -$1.42M 0.01% 573
2024
Q1 		$1.86M Sell
21,477
-2,301
-10% -$197K 0.05% 238
2023
Q4 		$2.03M Buy
23,778
+15,048
+172% +$1.19M 0.05% 227
2023
Q3 		$660K Buy
8,730
+4,501
+106% +$371K 0.02% 341
2023
Q2 		$353K Buy
4,229
+410
+11% +$33.6K 0.01% 437
2023
Q1 		$317K Sell
3,819
-1,103
-22% -$94.8K 0.01% 386
2022
Q4 		$406K Sell
4,922
-11,184
-69% -$927K 0.02% 308
2022
Q3 		$1.29M Buy
16,106
+1,933
+14% +$181K 0.06% 134
2022
Q2 		$1.31M Buy
14,173
+2,218
+19% +$221K 0.05% 117
2022
Q1 		$1.3M Buy
11,955
+622
+5% +$65.8K 0.05% 110
2021
Q4 		$1.25M Sell
11,333
-1,097
-9% -$120K 0.05% 107
2021
Q3 		$1.27M Sell
12,430
-1,103
-8% -$117K 0.06% 97
2021
Q2 		$1.42M Sell
13,533
-607
-4% -$60.2K 0.07% 86
2021
Q1 		$1.33M Buy
14,140
+642
+5% +$56.4K 0.08% 78
2020
Q4 		$1.12M Sell
13,498
-404,197
-97% -$33.5M 0.07% 73
2020
Q3 		$34.2M Buy
417,695
+406,609
+3,668% +$32.6M 7.51% 3
2020
Q2 		$888K Sell
11,086
-951
-8% -$72.1K 0.08% 85
2020
Q1 		$786K Buy
12,037
+4,636
+63% +$407K 0.09% 58
2019
Q4 		$684K Sell
7,401
-117
-2% -$10.8K 0.08% 80
2019
Q3 		$698K Buy
7,518
+2,764
+58% +$251K 0.09% 81
2019
Q2 		$428K Buy
4,754
+162
+4% +$14.2K 0.06% 90
2019
Q1 		$399K Sell
4,592
-7,441
-62% -$615K 0.07% 68
2018
Q4 		$1.01M Buy
+12,033
New +$948K 0.21% 29

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Foundations Investment Advisors's VNQ Position: Q1 2026 in Review

Foundations Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 18% in Q1 2026, buying an estimated $83.4K and bringing the position to 5,852 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #714.

Foundations Investment Advisors first reported a position in VNQ in Q4 2018 and has held it in 30 quarters since. The position peaked at $34.2M in Q3 2020. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Foundations Investment Advisors held 5,852 shares of Vanguard Real Estate ETF worth $519K as of Q1 2026.
  • Foundations Investment Advisors bought 909 Vanguard Real Estate ETF shares in Q1 2026, an estimated $83.4K.
  • Vanguard Real Estate ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #714 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 30 quarters since.
  • Foundations Investment Advisors's Vanguard Real Estate ETF position peaked at $34.2M in Q3 2020.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.