GoalVest Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

GoalVest 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	$4.79K	Buy	50 +6	+14%	+$573	﹤0.01%	382
2026 Q1	$3.9K	Hold	44	–	–	﹤0.01%	406
2025 Q4	$3.89K	Hold	44	–	–	﹤0.01%	484
2025 Q3	$4.02K	Hold	44	–	–	﹤0.01%	371
2025 Q2	$3.92K	Hold	44	–	–	﹤0.01%	334
2025 Q1	$3.98K	Hold	44	–	–	﹤0.01%	296
2024 Q4	$3.92K	Hold	44	–	–	﹤0.01%	316
2024 Q3	$4.29K	Hold	44	–	–	﹤0.01%	343
2024 Q2	$3.69K	Hold	44	–	–	﹤0.01%	291
2024 Q1	$3.81K	Sell	44 -2,141	-98%	-$183K	﹤0.01%	350
2023 Q4	$193K	Sell	2,185 -338	-13%	-$26.8K	0.08%	67
2023 Q3	$191K	Buy	2,523 +45	+2%	+$3.71K	0.1%	71
2023 Q2	$207K	Sell	2,478 -470	-16%	-$38.5K	0.11%	71
2023 Q1	$245K	Sell	2,948 -289	-9%	-$24.8K	0.14%	62
2022 Q4	$267K	Hold	3,237	–	–	0.17%	63
2022 Q3	$260K	Sell	3,237 -2,204	-41%	-$206K	0.18%	68
2022 Q2	$503K	Sell	5,441 -787	-13%	-$78.4K	0.32%	91
2022 Q1	$675K	Buy	+6,228	New	+$659K	0.38%	76
2021 Q2	$329K	Buy	3,232 +110	+4%	+$10.9K	0.2%	106
2021 Q1	$287K	Sell	3,122 -1,693	-35%	-$149K	0.21%	98
2020 Q4	$409K	Buy	+4,815	New	+$399K	0.34%	82

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

GoalVest Advisory's VNQ Position: Q2 2026 in Review

GoalVest Advisory increased its Vanguard Real Estate ETF (VNQ) stake by 14% in Q2 2026, buying an estimated $573 and bringing the position to 50 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

GoalVest Advisory first reported a position in VNQ in Q4 2020 and has held it in 21 quarters since. The position peaked at $675K in Q1 2022. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

GoalVest Advisory held 50 shares of Vanguard Real Estate ETF worth $4.79K as of Q2 2026.
GoalVest Advisory bought 6 Vanguard Real Estate ETF shares in Q2 2026, an estimated $573.
Vanguard Real Estate ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #382 holding.
GoalVest Advisory first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 21 quarters since.
GoalVest Advisory's Vanguard Real Estate ETF position peaked at $675K in Q1 2022.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.