Independent Advisor Alliance’s Vanguard Real Estate ETF VNQ Stock Holding History

Independent Advisor Alliance’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	$1.12M	Buy	12,681 +1,389	+12%	+$127K	0.01%	772
2025 Q4	$999K	Buy	+11,292	New	+$1.01M	0.02%	469
2025 Q1	–	Sell	-14,552	Closed	-$1.3M	–	1353
2024 Q4	$1.3M	Buy	+14,552	New	+$1.37M	0.02%	640
2024 Q3	–	Sell	-2,807	Closed	-$235K	–	761
2024 Q2	$235K	Buy	+2,807	New	+$232K	0.01%	634
2020 Q1	–	Sell	-34,325	Closed	-$3.19M	–	852
2019 Q4	$3.19M	Buy	+34,325	New	+$3.18M	0.14%	161
2017 Q2	–	Sell	-14,067	Closed	-$1.17M	–	407
2017 Q1	$1.17M	Buy	+14,067	New	+$1.17M	0.18%	144

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Independent Advisor Alliance's VNQ Position: Q1 2026 in Review

Independent Advisor Alliance increased its Vanguard Real Estate ETF (VNQ) stake by 12% in Q1 2026, buying an estimated $127K and bringing the position to 12,681 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #772.

Independent Advisor Alliance first reported a position in VNQ in Q1 2017 and has held it in 6 quarters since. The position peaked at $3.19M in Q4 2019. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Independent Advisor Alliance held 12,681 shares of Vanguard Real Estate ETF worth $1.12M as of Q1 2026.
Independent Advisor Alliance bought 1,389 Vanguard Real Estate ETF shares in Q1 2026, an estimated $127K.
Vanguard Real Estate ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #772 holding.
Independent Advisor Alliance first reported a position in Vanguard Real Estate ETF in Q1 2017 and has held it in 6 quarters since.
Independent Advisor Alliance's Vanguard Real Estate ETF position peaked at $3.19M in Q4 2019.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.