Independence Asset Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Independence Asset 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	$3.54M	Buy	36,716 +1,295	+4%	+$124K	0.92%	9
2026 Q1	$3.14M	Buy	35,421 +14,123	+66%	+$1.3M	1.14%	8
2025 Q4	$1.88M	Sell	21,298 -6,387	-23%	-$574K	1.04%	8
2025 Q3	$2.53M	Sell	27,685 -2,864	-9%	-$260K	1.07%	8
2025 Q2	$2.72M	Sell	30,549 -992	-3%	-$87.5K	1.69%	5
2025 Q1	$2.86M	Buy	31,541 +2,943	+10%	+$267K	9.26%	5
2024 Q4	$2.54M	Buy	+28,598	New	+$2.7M	11.73%	4

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Independence Asset Advisors's VNQ Position: Q2 2026 in Review

Independence Asset Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 3.7% in Q2 2026, buying an estimated $124K and bringing the position to 36,716 shares worth $3.54M. The position accounts for 0.92% of the portfolio, ranked #9.

Independence Asset Advisors first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 398 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Independence Asset Advisors held 36,716 shares of Vanguard Real Estate ETF worth $3.54M as of Q2 2026.
Independence Asset Advisors bought 1,295 Vanguard Real Estate ETF shares in Q2 2026, an estimated $124K.
Vanguard Real Estate ETF made up 0.92% of Independence Asset Advisors's portfolio in Q2 2026, its #9 holding.
Independence Asset Advisors first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
398 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.