ORG
VNQ icon

Optimist Retirement Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Optimist Retirement Group’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 		$667K Sell
6,920
-11
-0.2% -$1.05K 0.26% 60
2026
Q1 		$615K Buy
6,931
+536
+8% +$49.1K 0.27% 50
2025
Q4 		$566K Buy
6,395
+28
+0.4% +$2.52K 0.26% 53
2025
Q3 		$582K Buy
6,367
+29
+0.5% +$2.63K 0.26% 50
2025
Q2 		$564K Buy
6,338
+158
+3% +$13.9K 0.27% 49
2025
Q1 		$560K Sell
6,180
-452
-7% -$41K 0.28% 47
2024
Q4 		$591K Sell
6,632
-78
-1% -$7.37K 0.28% 49
2024
Q3 		$654K Buy
6,710
+22
+0.3% +$2.03K 0.3% 49
2024
Q2 		$560K Sell
6,688
-410
-6% -$33.9K 0.29% 47
2024
Q1 		$614K Buy
7,098
+86
+1% +$7.35K 0.32% 46
2023
Q4 		$620K Buy
+7,012
New +$556K 0.4% 41

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Optimist Retirement Group's VNQ Position: Q2 2026 in Review

Optimist Retirement Group reduced its Vanguard Real Estate ETF (VNQ) stake by 0.16% in Q2 2026, selling an estimated $1.05K and leaving 6,920 shares worth $667K. The position accounts for 0.26% of the portfolio, ranked #60.

Optimist Retirement Group first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Optimist Retirement Group held 6,920 shares of Vanguard Real Estate ETF worth $667K as of Q2 2026.
  • Optimist Retirement Group sold 11 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.05K.
  • Vanguard Real Estate ETF made up 0.26% of Optimist Retirement Group's portfolio in Q2 2026, its #60 holding.
  • Optimist Retirement Group first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.