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

Heritage 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
-1,246
Closed -$110K – 701
2025
Q4 		$110K Sell
1,246
-4,479
-78% -$403K ﹤0.01% 259
2025
Q3 		$523K Buy
5,725
+16
+0.3% +$1.45K 0.02% 126
2025
Q2 		$508K Hold
5,709
– – 0.02% 127
2025
Q1 		$517K Hold
5,709
– – 0.03% 125
2024
Q4 		$509K Hold
5,709
– – 0.03% 134
2024
Q3 		$556K Hold
5,709
– – 0.03% 133
2024
Q2 		$478K Sell
5,709
-1,000
-15% -$82.6K 0.02% 139
2024
Q1 		$580K Hold
6,709
– – 0.03% 135
2023
Q4 		$593K Hold
6,709
– – 0.03% 132
2023
Q3 		$508K Sell
6,709
-2
-0% -$165 0.03% 131
2023
Q2 		$561K Buy
6,711
+2
+0% +$164 0.03% 125
2023
Q1 		$557K Sell
6,709
-133
-2% -$11.4K 0.03% 122
2022
Q4 		$564K Buy
6,842
+133
+2% +$11K 0.03% 121
2022
Q3 		$538K Hold
6,709
– – 0.04% 115
2022
Q2 		$611K Sell
6,709
-847
-11% -$84.4K 0.04% 111
2022
Q1 		$819K Hold
7,556
– – 0.05% 94
2021
Q4 		$877K Buy
7,556
+847
+13% +$92.5K 0.05% 103
2021
Q3 		$683K Sell
6,709
-365
-5% -$38.7K 0.04% 116
2021
Q2 		$720K Buy
7,074
+365
+5% +$36.2K 0.04% 115
2021
Q1 		$616K Hold
6,709
– – 0.04% 123
2020
Q4 		$570K Hold
6,709
– – 0.04% 119
2020
Q3 		$530K Hold
6,709
– – 0.07% 92
2020
Q2 		$527K Hold
6,709
– – 0.07% 86
2020
Q1 		$469K Hold
6,709
– – 0.08% 83
2019
Q4 		$623K Hold
6,709
– – 0.08% 90
2019
Q3 		$625K Buy
+6,709
New +$609K 0.09% 85

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 1,246 shares — an estimated $110K sold.

Heritage Wealth Advisors first reported a position in VNQ in Q3 2019 and held it in 26 quarters. The position peaked at $877K in Q4 2021. 1,782 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Heritage Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,246 Vanguard Real Estate ETF shares in Q1 2026, an estimated $110K.
  • Heritage Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q3 2019 and held it in 26 quarters.
  • Heritage Wealth Advisors's Vanguard Real Estate ETF position peaked at $877K in Q4 2021.
  • 1,782 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.