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Oak Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Oak Wealth Advisors’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 		$651K Buy
6,756
+728
+12% +$69.6K 0.31% 43
2026
Q1 		$535K Buy
6,028
+1
+0% +$92 0.29% 41
2025
Q4 		$533K Sell
6,027
-9,227
-60% -$829K 0.31% 39
2025
Q3 		$1.39M Buy
15,254
+22
+0.1% +$2K 0.81% 16
2025
Q2 		$1.36M Buy
15,232
+11,462
+304% +$1.01M 0.87% 16
2025
Q1 		$341K Hold
3,770
– – 0.25% 43
2024
Q4 		$336K Buy
+3,770
New +$356K 0.26% 46

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Oak Wealth Advisors's VNQ Position: Q2 2026 in Review

Oak Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 12% in Q2 2026, buying an estimated $69.6K and bringing the position to 6,756 shares worth $651K. The position accounts for 0.31% of the portfolio, ranked #43.

Oak Wealth Advisors first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q3 2025. 804 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Oak Wealth Advisors held 6,756 shares of Vanguard Real Estate ETF worth $651K as of Q2 2026.
  • Oak Wealth Advisors bought 728 Vanguard Real Estate ETF shares in Q2 2026, an estimated $69.6K.
  • Vanguard Real Estate ETF made up 0.31% of Oak Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Oak Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Oak Wealth Advisors's Vanguard Real Estate ETF position peaked at $1.39M in Q3 2025.
  • 804 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.