Guardian Wealth Advisors (North Carolina)’s Vanguard Real Estate ETF VNQ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-1,615	Closed	-$143K	–	600
2026 Q1	$143K	Buy	+1,615	New	+$148K	0.01%	372
2025 Q3	–	Sell	-419	Closed	-$37.3K	–	547
2025 Q2	$37.3K	Sell	419 -35	-8%	-$3.09K	﹤0.01%	418
2025 Q1	$41.1K	Buy	454 +35	+8%	+$3.18K	﹤0.01%	393
2024 Q4	$37.3K	Sell	419 -28	-6%	-$2.65K	﹤0.01%	382
2024 Q3	$43.5K	Hold	447	–	–	﹤0.01%	314
2024 Q2	$37.4K	Sell	447 -1,223	-73%	-$101K	﹤0.01%	315
2024 Q1	$144K	Hold	1,670	–	–	0.02%	275
2023 Q4	$148K	Buy	1,670 +2	+0.1%	+$159	0.02%	253
2023 Q3	$127K	Hold	1,668	–	–	0.02%	252
2023 Q2	$141K	Hold	1,668	–	–	0.02%	239
2023 Q1	$139K	Hold	1,668	–	–	0.02%	228
2022 Q4	$138K	Hold	1,668	–	–	0.03%	211
2022 Q3	$134K	Sell	1,668 -882	-35%	-$82.5K	0.03%	201
2022 Q2	$232K	Buy	+2,550	New	+$254K	0.04%	170

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

Guardian Wealth Advisors (North Carolina)'s VNQ Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 1,615 shares — an estimated $143K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in VNQ in Q2 2022 and held it in 14 quarters. The position peaked at $232K in Q2 2022. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,615 Vanguard Real Estate ETF shares in Q2 2026, an estimated $143K.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Real Estate ETF in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s Vanguard Real Estate ETF position peaked at $232K in Q2 2022.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.