NPFS
VNQ icon

Novak & Powell Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Novak & Powell Financial 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 		$1.67M Buy
17,316
+66
+0.4% +$6.31K 0.79% 33
2026
Q1 		$1.53M Sell
17,250
-135
-0.8% -$12.4K 0.82% 33
2025
Q4 		$1.54M Sell
17,385
-48
-0.3% -$4.31K 0.8% 30
2025
Q3 		$1.59M Buy
17,433
+5,789
+50% +$525K 0.84% 30
2025
Q2 		$1.04M Sell
11,644
-5,459
-32% -$481K 0.72% 28
2025
Q1 		$1.55M Sell
17,103
-562
-3% -$51K 0.96% 24
2024
Q4 		$1.57M Buy
17,665
+50
+0.3% +$4.72K 0.94% 26
2024
Q3 		$1.72M Buy
17,615
+70
+0.4% +$6.45K 0.99% 25
2024
Q2 		$1.47M Buy
17,545
+5,458
+45% +$451K 0.91% 33
2024
Q1 		$1.05M Sell
12,087
-5,788
-32% -$495K 0.78% 30
2023
Q4 		$1.58M Buy
+17,875
New +$1.42M 1.06% 24

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

Novak & Powell Financial Services's VNQ Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Vanguard Real Estate ETF (VNQ) stake by 0.38% in Q2 2026, buying an estimated $6.31K and bringing the position to 17,316 shares worth $1.67M. The position accounts for 0.79% of the portfolio, ranked #33.

Novak & Powell Financial Services first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.72M in Q3 2024. 1,806 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Novak & Powell Financial Services held 17,316 shares of Vanguard Real Estate ETF worth $1.67M as of Q2 2026.
  • Novak & Powell Financial Services bought 66 Vanguard Real Estate ETF shares in Q2 2026, an estimated $6.31K.
  • Vanguard Real Estate ETF made up 0.79% of Novak & Powell Financial Services's portfolio in Q2 2026, its #33 holding.
  • Novak & Powell Financial Services first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Novak & Powell Financial Services's Vanguard Real Estate ETF position peaked at $1.72M in Q3 2024.
  • 1,806 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.