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Laurel Wealth Advisors (North Carolina)’s Vanguard Real Estate ETF VNQ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-386
Closed -$34.2K – 642
2025
Q4 		$34.2K Buy
+386
New +$34.7K ﹤0.01% 374
2025
Q2 		– Sell
-386
Closed -$34.9K – 657
2025
Q1 		$34.9K Hold
386
– – 0.01% 351
2024
Q4 		$34.4K Buy
386
+163
+73% +$15.4K 0.01% 353
2024
Q3 		$21.7K Sell
223
-202
-48% -$18.6K ﹤0.01% 401
2024
Q2 		$35.6K Sell
425
-313
-42% -$25.8K 0.01% 319
2024
Q1 		$63.8K Buy
738
+240
+48% +$20.5K 0.01% 276
2023
Q4 		$44K Sell
498
-1,215
-71% -$96.3K 0.01% 288
2023
Q3 		$130K Sell
1,713
-600
-26% -$49.5K 0.03% 198
2023
Q2 		$193K Sell
2,313
-100
-4% -$8.19K 0.04% 176
2023
Q1 		$200K Sell
2,413
-460
-16% -$39.5K 0.04% 169
2022
Q4 		$237K Sell
2,873
-1,425
-33% -$118K 0.05% 151
2022
Q3 		$345K Sell
4,298
-1,266
-23% -$118K 0.09% 127
2022
Q2 		$507K Sell
5,564
-2,710
-33% -$270K 0.12% 112
2022
Q1 		$897K Buy
8,274
+101
+1% +$10.7K 0.19% 98
2021
Q4 		$948K Buy
8,173
+2,440
+43% +$266K 0.19% 96
2021
Q3 		$584K Buy
5,733
+5,635
+5,750% +$598K 0.13% 115
2021
Q2 		$10K Buy
98
+75
+326% +$7.44K ﹤0.01% 463
2021
Q1 		$2K Hold
23
– – ﹤0.01% 626
2020
Q4 		$2K Hold
23
– – ﹤0.01% 555
2020
Q3 		$2K Buy
+23
New +$1.85K ﹤0.01% 492
2020
Q1 		– Sell
-50
Closed -$5K – 564
2019
Q4 		$5K Hold
50
– – ﹤0.01% 445
2019
Q3 		$5K Hold
50
– – ﹤0.01% 435
2019
Q2 		$4K Hold
50
– – ﹤0.01% 453
2019
Q1 		$4K Hold
50
– – ﹤0.01% 431
2018
Q4 		$4K Buy
+50
New +$3.94K ﹤0.01% 432

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s VNQ Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 386 shares — an estimated $34.2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VNQ in Q4 2018 and held it in 25 quarters. The position peaked at $948K in Q4 2021. 1,782 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 386 Vanguard Real Estate ETF shares in Q1 2026, an estimated $34.2K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 25 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Vanguard Real Estate ETF position peaked at $948K in Q4 2021.
  • 1,782 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.