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VNQ icon

Independent Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Independent Financial Group’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 		$4.12M Sell
42,676
-76
-0.2% -$7.26K 0.08% 249
2026
Q1 		$3.79M Buy
42,752
+1,890
+5% +$173K 0.09% 229
2025
Q4 		$3.62M Buy
40,862
+885
+2% +$79.5K 0.08% 231
2025
Q3 		$3.65M Buy
39,977
+1,385
+4% +$126K 0.09% 211
2025
Q2 		$3.44M Buy
38,592
+6,954
+22% +$613K 0.09% 208
2025
Q1 		$2.86M Buy
31,638
+2,857
+10% +$259K 0.1% 206
2024
Q4 		$2.56M Sell
28,781
-6,676
-19% -$631K 0.09% 232
2024
Q3 		$3.45M Buy
35,457
+13,457
+61% +$1.24M 0.13% 154
2024
Q2 		$1.84M Buy
22,000
+375
+2% +$31K 0.07% 248
2024
Q1 		$1.87M Sell
21,625
-3,182
-13% -$272K 0.09% 236
2023
Q4 		$2.19M Buy
24,807
+2,836
+13% +$225K 0.12% 191
2023
Q3 		$1.66M Sell
21,971
-1,574
-7% -$130K 0.11% 211
2023
Q2 		$1.97M Buy
23,545
+1,708
+8% +$140K 0.14% 163
2023
Q1 		$1.81M Buy
21,837
+1,039
+5% +$89.3K 0.15% 158
2022
Q4 		$1.72M Buy
20,798
+154
+0.7% +$12.8K 0.15% 143
2022
Q3 		$1.66M Sell
20,644
-2,665
-11% -$249K 0.15% 131
2022
Q2 		$2.12M Sell
23,309
-1,929
-8% -$192K 0.23% 100
2022
Q1 		$2.74M Sell
25,238
-8,178
-24% -$865K 0.22% 92
2021
Q4 		$3.88M Buy
33,416
+3,952
+13% +$432K 0.32% 55
2021
Q3 		$3M Buy
29,464
+9,266
+46% +$983K 0.31% 70
2021
Q2 		$2.06M Buy
20,198
+7,722
+62% +$766K 0.22% 106
2021
Q1 		$1.15M Sell
12,476
-271
-2% -$23.8K 0.15% 171
2020
Q4 		$1.08M Sell
12,747
-558
-4% -$46.3K 0.16% 156
2020
Q3 		$1.05M Buy
13,305
+2,469
+23% +$198K 0.2% 126
2020
Q2 		$851K Sell
10,836
-463
-4% -$35.1K 0.19% 138
2020
Q1 		$789K Buy
+11,299
New +$992K 0.23% 109

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Independent Financial Group's VNQ Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard Real Estate ETF (VNQ) stake by 0.18% in Q2 2026, selling an estimated $7.26K and leaving 42,676 shares worth $4.12M. The position accounts for 0.08% of the portfolio, ranked #249.

Independent Financial Group first reported a position in VNQ in Q1 2020 and has held it in 26 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Independent Financial Group held 42,676 shares of Vanguard Real Estate ETF worth $4.12M as of Q2 2026.
  • Independent Financial Group sold 76 Vanguard Real Estate ETF shares in Q2 2026, an estimated $7.26K.
  • Vanguard Real Estate ETF made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #249 holding.
  • Independent Financial Group first reported a position in Vanguard Real Estate ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.