IMA Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

IMA Advisory Services’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	$1.17M	Buy	12,141 +12,005	+8,827%	+$1.15M	0.07%	161
2026 Q1	$12.1K	Hold	136	–	–	﹤0.01%	318
2025 Q4	$12K	Hold	136	–	–	﹤0.01%	330
2025 Q3	$12.4K	Hold	136	–	–	﹤0.01%	314
2025 Q2	$12.1K	Hold	136	–	–	﹤0.01%	305
2025 Q1	$12.3K	Buy	+136	New	+$12.3K	﹤0.01%	305
2013 Q3	–	Sell	-35,985	Closed	-$2.47M	–	174
2013 Q2	$2.47M	Buy	+35,985	New	+$2.61M	1.34%	15

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

IMA Advisory Services's VNQ Position: Q2 2026 in Review

IMA Advisory Services increased its Vanguard Real Estate ETF (VNQ) stake by 8,827% in Q2 2026, buying an estimated $1.15M and bringing the position to 12,141 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #161.

IMA Advisory Services first reported a position in VNQ in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.47M in Q2 2013. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

IMA Advisory Services held 12,141 shares of Vanguard Real Estate ETF worth $1.17M as of Q2 2026.
IMA Advisory Services bought 12,005 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.15M.
Vanguard Real Estate ETF made up 0.07% of IMA Advisory Services's portfolio in Q2 2026, its #161 holding.
IMA Advisory Services first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 7 quarters since.
IMA Advisory Services's Vanguard Real Estate ETF position peaked at $2.47M in Q2 2013.
1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.