Industrial Alliance Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Industrial Alliance Investment Management’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	$9.08M	Hold	94,190	–	–	4.28%	4
2026 Q1	$8.36M	Hold	94,190	–	–	4.99%	4
2025 Q4	$8.34M	Hold	94,190	–	–	4.73%	4
2025 Q3	$8.61M	Hold	94,190	–	–	5.2%	4
2025 Q2	$8.39M	Hold	94,190	–	–	5.64%	4
2025 Q1	$8.53M	Hold	94,190	–	–	6.8%	4
2024 Q4	$8.39M	Hold	94,190	–	–	6.52%	4
2024 Q3	$9.18M	Hold	94,190	–	–	4.68%	5
2024 Q2	$7.89M	Hold	94,190	–	–	4.47%	5
2024 Q1	$8.15M	Hold	94,190	–	–	5.86%	4
2023 Q4	$8.32M	Hold	94,190	–	–	6.6%	4
2023 Q3	$7.13M	Hold	94,190	–	–	6.37%	4
2023 Q2	$7.87M	Hold	94,190	–	–	4.15%	4
2023 Q1	$7.82M	Sell	94,190 -1,071	-1%	-$92K	0.22%	94
2022 Q4	$7.86M	Sell	95,261 -805	-0.8%	-$66.7K	0.22%	108
2022 Q3	$7.7M	Hold	96,066	–	–	0.23%	104
2022 Q2	$8.75M	Sell	96,066 -477	-0.5%	-$47.5K	0.25%	100
2022 Q1	$10.5M	Buy	96,543 +28,010	+41%	+$2.96M	0.25%	96
2021 Q4	$7.95M	Buy	+68,533	New	+$7.49M	0.18%	116

Other funds holding VNQ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SHGA

Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Industrial Alliance Investment Management's VNQ Position: Q2 2026 in Review

Industrial Alliance Investment Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 94,190 shares worth $9.08M. The position accounts for 4.28% of the portfolio, ranked #4.

Industrial Alliance Investment Management first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q1 2022. 1,371 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Industrial Alliance Investment Management held 94,190 shares of Vanguard Real Estate ETF worth $9.08M as of Q2 2026.
Industrial Alliance Investment Management left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 4.28% of Industrial Alliance Investment Management's portfolio in Q2 2026, its #4 holding.
Industrial Alliance Investment Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
Industrial Alliance Investment Management's Vanguard Real Estate ETF position peaked at $10.5M in Q1 2022.
1,371 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.