NWF Advisory Services
VNQ icon

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
Q3 		$980K Buy
10,938
+507
+5% +$49.1K 0.09% 150
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Define Financial
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

NWF Advisory Services's VNQ Position: Q3 2026 in Review

NWF Advisory Services increased its Vanguard Real Estate ETF (VNQ) stake by 4.9% in Q3 2026, buying an estimated $49.1K and bringing the position to 10,938 shares worth $980K. The position accounts for 0.09% of the portfolio, ranked #150.

NWF Advisory Services first reported a position in VNQ in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.24M in Q2 2025. 526 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • NWF Advisory Services held 10,938 shares of Vanguard Real Estate ETF worth $980K as of Q3 2026.
  • NWF Advisory Services bought 507 Vanguard Real Estate ETF shares in Q3 2026, an estimated $49.1K.
  • Vanguard Real Estate ETF made up 0.09% of NWF Advisory Services's portfolio in Q3 2026, its #150 holding.
  • NWF Advisory Services first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 15 quarters since.
  • NWF Advisory Services's Vanguard Real Estate ETF position peaked at $1.24M in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.