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Legacy Financial Group (Oklahoma)’s Vanguard Real Estate ETF VNQ Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$4.17M Sell
43,243
-370
-0.8% -$35.4K 0.97% 21
2026
Q1 		$3.87M Sell
43,613
-774
-2% -$71K 1.02% 21
2025
Q4 		$3.93M Sell
44,387
-549
-1% -$49.3K 1.03% 20
2025
Q3 		$4.11M Sell
44,936
-567
-1% -$51.4K 1.13% 20
2025
Q2 		$4.05M Sell
45,503
-517
-1% -$45.6K 1.2% 20
2025
Q1 		$4.17M Buy
46,020
+214
+0.5% +$19.4K 1.34% 22
2024
Q4 		$4.08M Sell
45,806
-122
-0.3% -$11.5K 1.31% 22
2024
Q3 		$4.32M Buy
45,928
+1,384
+3% +$127K 1.47% 21
2024
Q2 		$3.73M Buy
44,544
+1,198
+3% +$98.9K 1.41% 20
2024
Q1 		$3.75M Buy
43,346
+3,580
+9% +$306K 1.48% 20
2023
Q4 		$3.51M Sell
39,766
-2,582
-6% -$205K 1.53% 19
2023
Q3 		$3.2M Buy
42,348
+2,012
+5% +$166K 1.58% 21
2023
Q2 		$3.37M Buy
40,336
+1,209
+3% +$99K 1.68% 19
2023
Q1 		$3.25M Buy
39,127
+5,772
+17% +$496K 1.8% 19
2022
Q4 		$2.75M Buy
+33,355
New +$2.77M 1.7% 19

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Legacy Financial Group (Oklahoma)'s VNQ Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Vanguard Real Estate ETF (VNQ) stake by 0.85% in Q2 2026, selling an estimated $35.4K and leaving 43,243 shares worth $4.17M. The position accounts for 0.97% of the portfolio, ranked #21.

Legacy Financial Group (Oklahoma) first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.32M in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 43,243 shares of Vanguard Real Estate ETF worth $4.17M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 370 Vanguard Real Estate ETF shares in Q2 2026, an estimated $35.4K.
  • Vanguard Real Estate ETF made up 0.97% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #21 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Legacy Financial Group (Oklahoma)'s Vanguard Real Estate ETF position peaked at $4.32M in Q3 2024.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.