NFG
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Nations Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Nations Financial Group’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 		$1.57M Buy
16,298
+476
+3% +$45.5K 0.08% 266
2026
Q1 		$1.4M Buy
15,822
+904
+6% +$82.9K 0.07% 289
2025
Q4 		$1.32M Buy
14,918
+1,353
+10% +$122K 0.07% 277
2025
Q3 		$1.24M Buy
13,565
+3,547
+35% +$322K 0.08% 272
2025
Q2 		$892K Buy
10,018
+695
+7% +$61.3K 0.06% 316
2025
Q1 		$844K Buy
9,323
+122
+1% +$11.1K 0.06% 309
2024
Q4 		$820K Sell
9,201
-1,991
-18% -$188K 0.06% 315
2024
Q3 		$1.09M Buy
11,192
+1,292
+13% +$119K 0.08% 261
2024
Q2 		$829K Sell
9,900
-2,076
-17% -$171K 0.07% 294
2024
Q1 		$1.04M Sell
11,976
-2,755
-19% -$235K 0.09% 254
2023
Q4 		$1.3M Sell
14,731
-3,651
-20% -$289K 0.12% 200
2023
Q3 		$1.39M Sell
18,382
-4,788
-21% -$395K 0.14% 172
2023
Q2 		$1.94M Sell
23,170
-974
-4% -$79.8K 0.19% 132
2023
Q1 		$2M Buy
24,144
+4,369
+22% +$375K 0.21% 126
2022
Q4 		$1.63M Buy
19,775
+2,210
+13% +$183K 0.18% 142
2022
Q3 		$1.41M Buy
17,565
+977
+6% +$91.4K 0.2% 119
2022
Q2 		$1.51M Sell
16,588
-617
-4% -$61.5K 0.2% 128
2022
Q1 		$1.86M Buy
17,205
+5,450
+46% +$577K 0.22% 113
2021
Q4 		$1.36M Buy
11,755
+1,343
+13% +$147K 0.18% 137
2021
Q3 		$1.06M Buy
10,412
+335
+3% +$35.5K 0.16% 162
2021
Q2 		$1.03M Buy
10,077
+1,085
+12% +$108K 0.17% 156
2021
Q1 		$826K Sell
8,992
-1,482
-14% -$130K 0.19% 147
2020
Q4 		$890K Sell
10,474
-3,086
-23% -$256K 0.23% 125
2020
Q3 		$1.07M Sell
13,560
-3,814
-22% -$306K 0.33% 84
2020
Q2 		$1.36M Sell
17,374
-3,541
-17% -$268K 0.48% 54
2020
Q1 		$1.46M Buy
20,915
+167
+0.8% +$14.7K 0.62% 39
2019
Q4 		$1.93M Sell
20,748
-1,453
-7% -$135K 0.66% 30
2019
Q3 		$2.09M Buy
22,201
+8,346
+60% +$758K 0.75% 26
2019
Q2 		$1.21M Sell
13,855
-789
-5% -$69.1K 0.8% 24
2019
Q1 		$1.27M Sell
14,644
-426
-3% -$35.2K 0.87% 21
2018
Q4 		$1.12M Buy
15,070
+639
+4% +$50.3K 0.9% 23
2018
Q3 		$1.16M Buy
14,431
+2,872
+25% +$237K 0.83% 25
2018
Q2 		$941K Buy
11,559
+446
+4% +$34.6K 0.79% 25
2018
Q1 		$839K Sell
11,113
-147
-1% -$11.3K 0.77% 29
2017
Q4 		$934K Buy
11,260
+153
+1% +$12.8K 0.86% 24
2017
Q3 		$923K Sell
11,107
-421
-4% -$35.2K 0.9% 24
2017
Q2 		$959K Buy
11,528
+1,030
+10% +$85.9K 0.79% 32
2017
Q1 		$867K Buy
10,498
+1,423
+16% +$118K 0.85% 37
2016
Q4 		$749K Sell
9,075
-68
-0.7% -$5.54K 0.81% 39
2016
Q3 		$793K Buy
9,143
+996
+12% +$88.8K 0.78% 42
2016
Q2 		$722K Buy
8,147
+478
+6% +$40.2K 0.76% 45
2016
Q1 		$643K Sell
7,669
-120
-2% -$9.34K 0.74% 42
2015
Q4 		$621K Buy
+7,789
New +$617K 0.81% 41

Other funds holding VNQ

BP
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
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
R
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

Nations Financial Group's VNQ Position: Q2 2026 in Review

Nations Financial Group increased its Vanguard Real Estate ETF (VNQ) stake by 3% in Q2 2026, buying an estimated $45.5K and bringing the position to 16,298 shares worth $1.57M. The position accounts for 0.08% of the portfolio, ranked #266.

Nations Financial Group first reported a position in VNQ in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.09M in Q3 2019. 626 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Nations Financial Group held 16,298 shares of Vanguard Real Estate ETF worth $1.57M as of Q2 2026.
  • Nations Financial Group bought 476 Vanguard Real Estate ETF shares in Q2 2026, an estimated $45.5K.
  • Vanguard Real Estate ETF made up 0.08% of Nations Financial Group's portfolio in Q2 2026, its #266 holding.
  • Nations Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2015 and has held it in 43 quarters since.
  • Nations Financial Group's Vanguard Real Estate ETF position peaked at $2.09M in Q3 2019.
  • 626 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.