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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
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
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

NWF Advisory Services's VNQ Position: Q1 2026 in Review

NWF Advisory Services reduced its Vanguard Real Estate ETF (VNQ) stake by 17% in Q1 2026, selling an estimated $194K and leaving 10,418 shares worth $924K. The position accounts for 0.1% of the portfolio, ranked #138.

NWF Advisory Services first reported a position in VNQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.24M in Q2 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • NWF Advisory Services held 10,418 shares of Vanguard Real Estate ETF worth $924K as of Q1 2026.
  • NWF Advisory Services sold 2,113 Vanguard Real Estate ETF shares in Q1 2026, an estimated $194K.
  • Vanguard Real Estate ETF made up 0.1% of NWF Advisory Services's portfolio in Q1 2026, its #138 holding.
  • NWF Advisory Services first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • NWF Advisory Services's Vanguard Real Estate ETF position peaked at $1.24M in Q2 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.