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

FSC 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 Q1	–	Sell	-4,259	Closed	-$377K	–	27
2025 Q4	$377K	Sell	4,259 -29,061	-87%	-$2.61M	0.61%	26
2025 Q3	$3.05M	Buy	33,320 +4,167	+14%	+$378K	1.76%	17
2025 Q2	$2.6M	Buy	29,153 +1,604	+6%	+$141K	1.64%	19
2025 Q1	$2.49M	Buy	27,549 +5,306	+24%	+$482K	1.64%	18
2024 Q4	$1.98M	Buy	22,243 +3,486	+19%	+$329K	1.28%	21
2024 Q3	$1.83M	Buy	18,757 +2,123	+13%	+$195K	1.31%	21
2024 Q2	$1.39M	Buy	16,634 +4,660	+39%	+$385K	1.03%	18
2024 Q1	$1.04M	Buy	11,974 +4,548	+61%	+$389K	0.73%	20
2023 Q4	$656K	Buy	7,426 +111	+2%	+$8.8K	0.48%	21
2023 Q3	$553K	Buy	7,315 +1,087	+17%	+$89.6K	0.57%	15
2023 Q2	$520K	Buy	6,228 +995	+19%	+$81.5K	0.47%	16
2023 Q1	$435K	Buy	5,233 +790	+18%	+$67.9K	0.69%	9
2022 Q4	$366K	Buy	4,443 +269	+6%	+$22.3K	0.63%	11
2022 Q3	$335K	Buy	4,174 +199	+5%	+$18.6K	3.23%	7
2022 Q2	$362K	Buy	3,975 +149	+4%	+$14.9K	3.21%	7
2022 Q1	$415K	Sell	3,826 -244	-6%	-$25.8K	0.39%	17
2021 Q4	$472K	Buy	+4,070	New	+$445K	0.32%	25

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

FSC Wealth Advisors's VNQ Position: Q1 2026 in Review

FSC Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 4,259 shares — an estimated $377K sold.

FSC Wealth Advisors first reported a position in VNQ in Q4 2021 and held it in 17 quarters. The position peaked at $3.05M in Q3 2025. 1,787 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

FSC Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
FSC Wealth Advisors sold 4,259 Vanguard Real Estate ETF shares in Q1 2026, an estimated $377K.
FSC Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 17 quarters.
FSC Wealth Advisors's Vanguard Real Estate ETF position peaked at $3.05M in Q3 2025.
1,787 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on FSC Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.