NWF Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

NWF 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	$1.01M	Buy	10,431 +13	+0.1%	+$1.24K	0.09%	145
2026 Q1	$924K	Sell	10,418 -2,113	-17%	-$194K	0.1%	138
2025 Q4	$1.11M	Buy	12,531 +212	+2%	+$19.1K	0.12%	120
2025 Q3	$1.13M	Sell	12,319 -1,567	-11%	-$142K	0.12%	123
2025 Q2	$1.24M	Buy	13,886 +3,552	+34%	+$313K	0.15%	112
2025 Q1	$936K	Buy	10,334 +410	+4%	+$37.2K	0.13%	112
2024 Q4	$884K	Sell	9,924 -1,779	-15%	-$168K	0.13%	94
2024 Q3	$1.14M	Buy	11,703 +4,803	+70%	+$442K	0.17%	102
2024 Q2	$578K	Buy	6,900 +435	+7%	+$35.9K	0.09%	141
2024 Q1	$559K	Buy	6,465 +2,125	+49%	+$182K	0.09%	150
2023 Q4	$383K	Buy	4,340 +140	+3%	+$11.1K	0.08%	171
2023 Q3	$318K	Sell	4,200 -1,652	-28%	-$136K	0.07%	179
2023 Q2	$489K	Hold	5,852	–	–	0.11%	140
2023 Q1	$489K	Buy	+5,852	New	+$503K	0.11%	139

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

NWF Advisory Services's VNQ Position: Q2 2026 in Review

NWF Advisory Services increased its Vanguard Real Estate ETF (VNQ) stake by 0.12% in Q2 2026, buying an estimated $1.24K and bringing the position to 10,431 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #145.

NWF Advisory Services first reported a position in VNQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.24M in Q2 2025. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

NWF Advisory Services held 10,431 shares of Vanguard Real Estate ETF worth $1.01M as of Q2 2026.
NWF Advisory Services bought 13 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.24K.
Vanguard Real Estate ETF made up 0.09% of NWF Advisory Services's portfolio in Q2 2026, its #145 holding.
NWF Advisory Services first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Vanguard Real Estate ETF position peaked at $1.24M in Q2 2025.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.