Opal Wealth Advisors
VNQ icon

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

Opal 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
Q3 		$222K Buy
+2,478
New +$240K 0.05% 191
2026
Q2 		– Sell
-1,482
Closed -$131K – 571
2026
Q1 		$131K Buy
+1,482
New +$136K 0.03% 247
2025
Q3 		– Sell
-2,146
Closed -$191K – 538
2025
Q2 		$191K Buy
2,146
+277
+15% +$24.4K 0.05% 200
2025
Q1 		$169K Buy
+1,869
New +$170K 0.05% 198
2024
Q4 		– Sell
-2,167
Closed -$211K – 206
2024
Q3 		$211K Buy
2,167
+28
+1% +$2.58K 0.07% 177
2024
Q2 		$179K Sell
2,139
-24
-1% -$1.98K 0.06% 192
2024
Q1 		$187K Sell
2,163
-228
-10% -$19.5K 0.06% 175
2023
Q4 		$211K Buy
+2,391
New +$189K 0.08% 163

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Vista Capital Partners
Vista Capital Partners Portland, Oregon $1.15B AUM 13.75% 1-Year Est. Return

Opal Wealth Advisors's VNQ Position: Q3 2026 in Review

Opal Wealth Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q3 2026: 2,478 shares worth $222K. The stake represents 0.05% of the portfolio and ranks #191 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in VNQ as recently as Q1 2026.

Opal Wealth Advisors first reported a position in VNQ in Q4 2023 and has held it in 8 quarters since. 1,168 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Opal Wealth Advisors held 2,478 shares of Vanguard Real Estate ETF worth $222K as of Q3 2026.
  • Vanguard Real Estate ETF was a new Opal Wealth Advisors position in Q3 2026.
  • Vanguard Real Estate ETF made up 0.05% of Opal Wealth Advisors's portfolio in Q3 2026, its #191 holding.
  • Opal Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.