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Great Valley Advisor Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Great Valley Advisor Group’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 		$1.7M Buy
19,133
+9,974
+109% +$915K 0.03% 404
2025
Q4 		$810K Buy
9,159
+5,978
+188% +$537K 0.02% 524
2025
Q3 		$291K Sell
3,181
-443
-12% -$40.2K 0.01% 774
2025
Q2 		$323K Buy
3,624
+76
+2% +$6.7K 0.01% 727
2025
Q1 		$321K Sell
3,548
-96
-3% -$8.71K 0.01% 704
2024
Q4 		$324K Sell
3,644
-803
-18% -$75.9K 0.01% 680
2024
Q3 		$433K Buy
4,447
+739
+20% +$68K 0.01% 594
2024
Q2 		$310K Buy
3,708
+737
+25% +$60.9K 0.01% 635
2024
Q1 		$257K Sell
2,971
-4,930
-62% -$421K 0.01% 641
2023
Q4 		$698K Sell
7,901
-2,443
-24% -$194K 0.02% 390
2023
Q3 		$782K Buy
10,344
+6,781
+190% +$559K 0.03% 353
2023
Q2 		$298K Sell
3,563
-791
-18% -$64.8K 0.01% 556
2023
Q1 		$362K Sell
4,354
-323
-7% -$27.8K 0.02% 493
2022
Q4 		$386K Sell
4,677
-1,011
-18% -$83.8K 0.02% 491
2022
Q3 		$456K Sell
5,688
-762
-12% -$71.3K 0.03% 436
2022
Q2 		$588K Buy
6,450
+2,691
+72% +$268K 0.03% 398
2022
Q1 		$410K Buy
3,759
+104
+3% +$11K 0.02% 428
2021
Q4 		$418K Sell
3,655
-452
-11% -$49.4K 0.03% 421
2021
Q3 		$418K Buy
4,107
+1,560
+61% +$165K 0.03% 403
2021
Q2 		$256K Buy
+2,547
New +$253K 0.02% 482

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

Great Valley Advisor Group's VNQ Position: Q1 2026 in Review

Great Valley Advisor Group increased its Vanguard Real Estate ETF (VNQ) stake by 109% in Q1 2026, buying an estimated $915K and bringing the position to 19,133 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #404.

Great Valley Advisor Group first reported a position in VNQ in Q2 2021 and has held it in 20 quarters since. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Great Valley Advisor Group held 19,133 shares of Vanguard Real Estate ETF worth $1.7M as of Q1 2026.
  • Great Valley Advisor Group bought 9,974 Vanguard Real Estate ETF shares in Q1 2026, an estimated $915K.
  • Vanguard Real Estate ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q1 2026, its #404 holding.
  • Great Valley Advisor Group first reported a position in Vanguard Real Estate ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.