Kestra Advisory Services
VNQ icon

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

Kestra 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
Q3 		$31.2M Buy
347,899
+17,636
+5% +$1.71M 0.09% 226
2026
Q2 		$31.8M Buy
330,263
+147,642
+81% +$14.1M 0.1% 204
2026
Q1 		$16.2M Buy
182,621
+74,075
+68% +$6.79M 0.06% 321
2025
Q4 		$9.6M Buy
108,546
+3,537
+3% +$318K 0.04% 431
2025
Q3 		$9.6M Sell
105,009
-34,514
-25% -$3.13M 0.04% 406
2025
Q2 		$12.4M Buy
139,523
+2,720
+2% +$240K 0.06% 319
2025
Q1 		$12.4M Buy
136,803
+1,833
+1% +$166K 0.06% 292
2024
Q4 		$12M Sell
134,970
-11,226
-8% -$1.06M 0.07% 306
2024
Q3 		$14.2M Sell
146,196
-27,315
-16% -$2.52M 0.08% 272
2024
Q2 		$12.4M Buy
173,511
+49,518
+40% +$4.09M 0.07% 300
2024
Q1 		$10.7M Buy
123,993
+29,822
+32% +$2.55M 0.07% 295
2023
Q4 		$8.32M Sell
94,171
-16,379
-15% -$1.3M 0.07% 312
2023
Q3 		$8.36M Sell
110,550
-3,236
-3% -$267K 0.08% 264
2023
Q2 		$9.5M Sell
113,786
-15,140
-12% -$1.24M 0.1% 235
2023
Q1 		$10.7M Sell
128,926
-3,385
-3% -$291K 0.12% 198
2022
Q4 		$10.9M Buy
132,311
+767
+0.6% +$63.6K 0.1% 237
2022
Q3 		$10.5M Buy
131,544
+8,735
+7% +$817K 0.11% 201
2022
Q2 		$11.2M Sell
122,809
-8,291
-6% -$826K 0.12% 194
2022
Q1 		$14.2M Sell
131,100
-5,477
-4% -$580K 0.15% 153
2021
Q4 		$15.8M Sell
136,577
-14,310
-9% -$1.56M 0.16% 142
2021
Q3 		$15.4M Buy
150,887
+41,618
+38% +$4.41M 0.15% 152
2021
Q2 		$11.1M Buy
109,269
+5,667
+5% +$562K 0.13% 183
2021
Q1 		$9.5M Sell
103,602
-67,495
-39% -$5.93M 0.12% 196
2020
Q4 		$14.4M Buy
171,097
+73,401
+75% +$6.09M 0.17% 139
2020
Q3 		$7.75M Buy
+97,696
New +$7.84M 0.14% 170

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Kestra Advisory Services's VNQ Position: Q3 2026 in Review

Kestra Advisory Services increased its Vanguard Real Estate ETF (VNQ) stake by 5.3% in Q3 2026, buying an estimated $1.71M and bringing the position to 347,899 shares worth $31.2M. The position accounts for 0.09% of the portfolio, ranked #226.

Kestra Advisory Services first reported a position in VNQ in Q3 2020 and has held it in 25 quarters since. The position peaked at $31.8M in Q2 2026. 1,250 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Kestra Advisory Services held 347,899 shares of Vanguard Real Estate ETF worth $31.2M as of Q3 2026.
  • Kestra Advisory Services bought 17,636 Vanguard Real Estate ETF shares in Q3 2026, an estimated $1.71M.
  • Vanguard Real Estate ETF made up 0.09% of Kestra Advisory Services's portfolio in Q3 2026, its #226 holding.
  • Kestra Advisory Services first reported a position in Vanguard Real Estate ETF in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Vanguard Real Estate ETF position peaked at $31.8M in Q2 2026.
  • 1,250 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.