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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
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

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

Opal Wealth Advisors's VNQ Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2026: 1,482 shares worth $131K. The stake represents 0.03% of the portfolio and ranks #247 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in VNQ as recently as Q2 2025.

Opal Wealth Advisors first reported a position in VNQ in Q4 2023 and has held it in 7 quarters since. The position peaked at $211K in Q4 2023. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Opal Wealth Advisors held 1,482 shares of Vanguard Real Estate ETF worth $131K as of Q1 2026.
  • Vanguard Real Estate ETF was a new Opal Wealth Advisors position in Q1 2026.
  • Vanguard Real Estate ETF made up 0.03% of Opal Wealth Advisors's portfolio in Q1 2026, its #247 holding.
  • Opal Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 7 quarters since.
  • Opal Wealth Advisors's Vanguard Real Estate ETF position peaked at $211K in Q4 2023.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.