Keystone Financial Group (Georgia)’s Vanguard Real Estate ETF VNQ Stock Holding History

Keystone Financial Group (Georgia)’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	$148K	Buy	1,538 +13	+0.9%	+$1.24K	0.08%	60
2026 Q1	$135K	Buy	1,525 +15	+1%	+$1.38K	0.07%	65
2025 Q4	$134K	Buy	1,510 +12	+0.8%	+$1.08K	0.07%	70
2025 Q3	$137K	Sell	1,498 -120	-7%	-$10.9K	0.08%	71
2025 Q2	$146K	Buy	1,618 +106	+7%	+$9.35K	0.09%	65
2025 Q1	$134K	Sell	1,512 -136	-8%	-$12.3K	0.09%	63
2024 Q4	$147K	Buy	+1,648	New	+$156K	0.12%	71

Other funds holding VNQ

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Keystone Financial Group (Georgia)'s VNQ Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Vanguard Real Estate ETF (VNQ) stake by 0.85% in Q2 2026, buying an estimated $1.24K and bringing the position to 1,538 shares worth $148K. The position accounts for 0.08% of the portfolio, ranked #60.

Keystone Financial Group (Georgia) first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Keystone Financial Group (Georgia) held 1,538 shares of Vanguard Real Estate ETF worth $148K as of Q2 2026.
Keystone Financial Group (Georgia) bought 13 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.24K.
Vanguard Real Estate ETF made up 0.08% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #60 holding.
Keystone Financial Group (Georgia) first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.