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Investment Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Investment Advisory 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
Q1 		$2.01M Sell
22,626
-507
-2% -$46.5K 0.51% 49
2025
Q4 		$2.05M Buy
23,133
+229
+1% +$20.6K 0.53% 48
2025
Q3 		$2.09M Buy
22,904
+6,582
+40% +$597K 0.57% 45
2025
Q2 		$1.45M Buy
16,322
+3
+0% +$265 0.44% 52
2025
Q1 		$1.48M Buy
16,319
+3
+0% +$272 0.49% 51
2024
Q4 		$1.45M Buy
16,316
+16
+0.1% +$1.51K 0.49% 50
2024
Q3 		$1.59M Buy
16,300
+3
+0% +$276 0.55% 45
2024
Q2 		$1.37M Hold
16,297
– – 0.53% 45
2024
Q1 		$1.41M Buy
16,297
+52
+0.3% +$4.44K 0.58% 41
2023
Q4 		$1.44M Sell
16,245
-717
-4% -$56.8K 0.66% 41
2023
Q3 		$1.28M Buy
16,962
+3
+0% +$247 0.67% 41
2023
Q2 		$1.42M Buy
16,959
+4,000
+31% +$328K 0.73% 37
2023
Q1 		$1.08M Sell
12,959
-391
-3% -$33.6K 0.62% 39
2022
Q4 		$1.1M Sell
13,350
-50
-0.4% -$4.15K 0.68% 37
2022
Q3 		$1.07M Buy
13,400
+56
+0.4% +$5.24K 0.75% 35
2022
Q2 		$1.22M Sell
13,344
-142
-1% -$14.2K 0.83% 32
2022
Q1 		$1.46M Buy
13,486
+1
+0% +$106 0.89% 31
2021
Q4 		$1.41M Buy
+13,485
New +$1.47M 0.9% 31

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Investment Advisory Group's VNQ Position: Q1 2026 in Review

Investment Advisory Group reduced its Vanguard Real Estate ETF (VNQ) stake by 2.2% in Q1 2026, selling an estimated $46.5K and leaving 22,626 shares worth $2.01M. The position accounts for 0.51% of the portfolio, ranked #49.

Investment Advisory Group first reported a position in VNQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.09M in Q3 2025. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Investment Advisory Group held 22,626 shares of Vanguard Real Estate ETF worth $2.01M as of Q1 2026.
  • Investment Advisory Group sold 507 Vanguard Real Estate ETF shares in Q1 2026, an estimated $46.5K.
  • Vanguard Real Estate ETF made up 0.51% of Investment Advisory Group's portfolio in Q1 2026, its #49 holding.
  • Investment Advisory Group first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • Investment Advisory Group's Vanguard Real Estate ETF position peaked at $2.09M in Q3 2025.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.