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

Insigneo 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 Q1	$1.48M	Sell	16,728 -1,290	-7%	-$118K	0.11%	168
2025 Q4	$1.59M	Buy	18,018 +441	+3%	+$39.6K	0.11%	155
2025 Q3	$1.61M	Buy	17,577 +406	+2%	+$36.8K	0.11%	145
2025 Q2	$1.53M	Sell	17,171 -942	-5%	-$83.1K	0.13%	136
2025 Q1	$1.64M	Buy	18,113 +50	+0.3%	+$4.54K	0.17%	117
2024 Q4	$1.61M	Sell	18,063 -910	-5%	-$86K	0.17%	114
2024 Q3	$1.85M	Hold	18,973	–	–	0.19%	111
2024 Q2	$1.68M	Sell	18,973 -9,718	-34%	-$802K	0.19%	107
2024 Q1	$2.48M	Sell	28,691 -1,165	-4%	-$99.5K	0.29%	66
2023 Q4	$2.64M	Buy	29,856 +3,415	+13%	+$271K	0.37%	56
2023 Q3	$2.01M	Buy	26,441 +6,800	+35%	+$561K	0.41%	48
2023 Q2	$1.66M	Buy	19,641 +14,007	+249%	+$1.15M	0.32%	64
2023 Q1	$468K	Sell	5,634 -5,000	-47%	-$430K	0.15%	143
2022 Q4	$877K	Buy	+10,634	New	+$882K	0.33%	60

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

Insigneo Advisory Services's VNQ Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Vanguard Real Estate ETF (VNQ) stake by 7.2% in Q1 2026, selling an estimated $118K and leaving 16,728 shares worth $1.48M. The position accounts for 0.11% of the portfolio, ranked #168.

Insigneo Advisory Services first reported a position in VNQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.64M in Q4 2023. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Insigneo Advisory Services held 16,728 shares of Vanguard Real Estate ETF worth $1.48M as of Q1 2026.
Insigneo Advisory Services sold 1,290 Vanguard Real Estate ETF shares in Q1 2026, an estimated $118K.
Vanguard Real Estate ETF made up 0.11% of Insigneo Advisory Services's portfolio in Q1 2026, its #168 holding.
Insigneo Advisory Services first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Vanguard Real Estate ETF position peaked at $2.64M in Q4 2023.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.