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

Grey Fox 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 Q2	$12.8M	Buy	132,329 +12,663	+11%	+$1.21M	2%	11
2026 Q1	$10.6M	Buy	119,666 +22,705	+23%	+$2.08M	2.05%	11
2025 Q4	$8.58M	Buy	96,961 +5,241	+6%	+$471K	1.76%	11
2025 Q3	$8.39M	Buy	91,720 +6,860	+8%	+$622K	1.71%	11
2025 Q2	$7.56M	Buy	84,860 +3,626	+4%	+$320K	1.8%	11
2025 Q1	$7.35M	Buy	81,234 +4,920	+6%	+$447K	1.96%	9
2024 Q4	$6.8M	Buy	76,314 +2,211	+3%	+$209K	1.86%	10
2024 Q3	$7.28M	Buy	74,103 +16,859	+29%	+$1.55M	2.03%	9
2024 Q2	$4.85M	Buy	57,244 +4,444	+8%	+$367K	1.71%	10
2024 Q1	$4.57M	Buy	52,800 +7,813	+17%	+$668K	1.72%	9
2023 Q4	$3.98M	Buy	44,987 +4,838	+12%	+$383K	1.73%	10
2023 Q3	$3.07M	Buy	40,149 +63	+0.2%	+$5.2K	1.54%	15
2023 Q2	$3.39M	Buy	40,086 +7,673	+24%	+$629K	1.74%	13
2023 Q1	$2.69M	Sell	32,413 -1,118	-3%	-$96.1K	1.59%	18
2022 Q4	$2.77M	Buy	+33,531	New	+$2.78M	1.83%	17

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

Grey Fox Wealth Advisors's VNQ Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 11% in Q2 2026, buying an estimated $1.21M and bringing the position to 132,329 shares worth $12.8M. The position accounts for 2% of the portfolio, ranked #11.

Grey Fox Wealth Advisors first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Grey Fox Wealth Advisors held 132,329 shares of Vanguard Real Estate ETF worth $12.8M as of Q2 2026.
Grey Fox Wealth Advisors bought 12,663 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.21M.
Vanguard Real Estate ETF made up 2% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Grey Fox Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.