N.E.W. Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

N.E.W. 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 Q2	$173K	Hold	1,795	–	–	0.01%	239
2026 Q1	$159K	Hold	1,795	–	–	0.01%	234
2025 Q4	$159K	Hold	1,795	–	–	0.01%	228
2025 Q3	$164K	Hold	1,795	–	–	0.01%	201
2025 Q2	$160K	Hold	1,795	–	–	0.02%	202
2025 Q1	$163K	Buy	+1,795	New	+$163K	0.01%	225
2023 Q2	–	Sell	-2,882	Closed	-$239K	–	139
2023 Q1	$239K	Hold	2,882	–	–	0.03%	122
2022 Q4	$238K	Sell	2,882 -325	-10%	-$26.9K	0.04%	117
2022 Q3	$257K	Hold	3,207	–	–	0.05%	110
2022 Q2	$292K	Sell	3,207 -3,554	-53%	-$354K	0.05%	98
2022 Q1	$621K	Buy	6,761 +3,374	+100%	+$357K	0.12%	73
2021 Q4	$393K	Sell	3,387 -922	-21%	-$101K	0.06%	96
2021 Q3	$439K	Sell	4,309 -292	-6%	-$31K	0.07%	89
2021 Q2	$469K	Sell	4,601 -2,160	-32%	-$214K	0.08%	84
2021 Q1	$632K	Sell	6,761 -4,200	-38%	-$369K	0.12%	74
2020 Q4	$933K	Buy	+10,961	New	+$909K	0.2%	57

Other funds holding VNQ

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

N.E.W. Advisory Services's VNQ Position: Q2 2026 in Review

N.E.W. Advisory Services held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 1,795 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #239.

N.E.W. Advisory Services first reported a position in VNQ in Q4 2020 and has held it in 16 quarters since. The position peaked at $933K in Q4 2020. 1,343 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

N.E.W. Advisory Services held 1,795 shares of Vanguard Real Estate ETF worth $173K as of Q2 2026.
N.E.W. Advisory Services left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #239 holding.
N.E.W. Advisory Services first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 16 quarters since.
N.E.W. Advisory Services's Vanguard Real Estate ETF position peaked at $933K in Q4 2020.
1,343 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.