Hershey Financial Advisers’s Vanguard Real Estate ETF VNQ Stock Holding History

Hershey Financial Advisers’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	$1.5M	Sell	15,526 -1,151	-7%	-$110K	1.08%	38
2026 Q1	$1.48M	Buy	16,677 +3,561	+27%	+$327K	1.28%	32
2025 Q4	$1.16M	Sell	13,116 -470	-3%	-$42.2K	0.98%	44
2025 Q3	$1.24M	Buy	13,586 +316	+2%	+$28.7K	1.06%	40
2025 Q2	$1.18M	Buy	+13,270	New	+$1.17M	1.06%	41
2024 Q4	$1.66M	Buy	+18,642	New	+$1.76M	1.46%	29
2024 Q2	$1.57M	Buy	+18,688	New	+$1.54M	1.4%	20

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

Hershey Financial Advisers's VNQ Position: Q2 2026 in Review

Hershey Financial Advisers reduced its Vanguard Real Estate ETF (VNQ) stake by 6.9% in Q2 2026, selling an estimated $110K and leaving 15,526 shares worth $1.5M. The position accounts for 1.08% of the portfolio, ranked #38.

Hershey Financial Advisers first reported a position in VNQ in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.66M in Q4 2024. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Hershey Financial Advisers held 15,526 shares of Vanguard Real Estate ETF worth $1.5M as of Q2 2026.
Hershey Financial Advisers sold 1,151 Vanguard Real Estate ETF shares in Q2 2026, an estimated $110K.
Vanguard Real Estate ETF made up 1.08% of Hershey Financial Advisers's portfolio in Q2 2026, its #38 holding.
Hershey Financial Advisers first reported a position in Vanguard Real Estate ETF in Q2 2024 and has held it in 7 quarters since.
Hershey Financial Advisers's Vanguard Real Estate ETF position peaked at $1.66M in Q4 2024.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.