Level Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Level Financial Advisors’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	$244K	Sell	2,531 -250	-9%	-$23.9K	0.05%	88
2026 Q1	$247K	Sell	2,781 -717	-20%	-$65.7K	0.06%	81
2025 Q4	$310K	Sell	3,498 -2,646	-43%	-$238K	0.08%	76
2025 Q3	$562K	Sell	6,144 -16	-0.3%	-$1.45K	0.16%	62
2025 Q2	$549K	Sell	6,160 -125	-2%	-$11K	0.17%	59
2025 Q1	$569K	Buy	+6,285	New	+$570K	0.19%	54
2022 Q4	–	Sell	-21	Closed	-$2K	–	298
2022 Q3	$2K	Sell	21 -2	-9%	-$187	﹤0.01%	222
2022 Q2	$2K	Buy	23 +2	+10%	+$199	﹤0.01%	260
2022 Q1	$2K	Hold	21	–	–	﹤0.01%	213
2021 Q4	$2K	Buy	+21	New	+$2.29K	﹤0.01%	241

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Level Financial Advisors's VNQ Position: Q2 2026 in Review

Level Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 9% in Q2 2026, selling an estimated $23.9K and leaving 2,531 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #88.

Level Financial Advisors first reported a position in VNQ in Q4 2021 and has held it in 10 quarters since. The position peaked at $569K in Q1 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Level Financial Advisors held 2,531 shares of Vanguard Real Estate ETF worth $244K as of Q2 2026.
Level Financial Advisors sold 250 Vanguard Real Estate ETF shares in Q2 2026, an estimated $23.9K.
Vanguard Real Estate ETF made up 0.05% of Level Financial Advisors's portfolio in Q2 2026, its #88 holding.
Level Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 10 quarters since.
Level Financial Advisors's Vanguard Real Estate ETF position peaked at $569K in Q1 2025.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.