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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
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 $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Novak & Powell Financial Services's VNQ Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its Vanguard Real Estate ETF (VNQ) stake by 0.78% in Q1 2026, selling an estimated $12.4K and leaving 17,250 shares worth $1.53M. The position accounts for 0.82% of the portfolio, ranked #33.

Novak & Powell Financial Services first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.72M in Q3 2024. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Novak & Powell Financial Services held 17,250 shares of Vanguard Real Estate ETF worth $1.53M as of Q1 2026.
  • Novak & Powell Financial Services sold 135 Vanguard Real Estate ETF shares in Q1 2026, an estimated $12.4K.
  • Vanguard Real Estate ETF made up 0.82% of Novak & Powell Financial Services's portfolio in Q1 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 10 quarters since.
  • Novak & Powell Financial Services's Vanguard Real Estate ETF position peaked at $1.72M in Q3 2024.
  • 1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.