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Oxford Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Oxford Financial 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 		$555K Sell
5,756
-1,476
-20% -$141K 0.03% 154
2026
Q1 		$641K Sell
7,232
-3,545
-33% -$325K 0.03% 137
2025
Q4 		$954K Buy
10,777
+1,235
+13% +$111K 0.05% 94
2025
Q3 		$872K Sell
9,542
-85
-0.9% -$7.71K 0.05% 101
2025
Q2 		$857K Buy
9,627
+176
+2% +$15.5K 0.05% 97
2025
Q1 		$856K Sell
9,451
-4,340
-31% -$394K 0.06% 91
2024
Q4 		$1.23M Buy
13,791
+280
+2% +$26.5K 0.08% 77
2024
Q3 		$1.32M Sell
13,511
-5,066
-27% -$466K 0.08% 75
2024
Q2 		$1.56M Buy
18,577
+2,574
+16% +$213K 0.1% 68
2024
Q1 		$1.38M Sell
16,003
-177
-1% -$15.1K 0.1% 68
2023
Q4 		$1.43M Hold
16,180
– – 0.1% 66
2023
Q3 		$1.22M Hold
16,180
– – 0.11% 64
2023
Q2 		$1.35M Sell
16,180
-1,942
-11% -$159K 0.13% 58
2023
Q1 		$1.5M Sell
18,122
-444
-2% -$38.1K 0.17% 53
2022
Q4 		$1.53M Sell
18,566
-114
-0.6% -$9.45K 0.18% 47
2022
Q3 		$1.5M Sell
18,680
-200
-1% -$18.7K 0.23% 41
2022
Q2 		$1.72M Buy
18,880
+440
+2% +$43.9K 0.25% 41
2022
Q1 		$2M Sell
18,440
-1,919
-9% -$203K 0.25% 38
2021
Q4 		$2.36M Buy
20,359
+407
+2% +$44.5K 0.27% 38
2021
Q3 		$2.03M Hold
19,952
– – 0.26% 37
2021
Q2 		$2.03M Hold
19,952
– – 0.27% 36
2021
Q1 		$1.83M Hold
19,952
– – 0.25% 35
2020
Q4 		$1.7M Buy
19,952
+695
+4% +$57.6K 0.25% 41
2020
Q3 		$1.52M Buy
19,257
+348
+2% +$27.9K 0.25% 37
2020
Q2 		$1.49M Buy
18,909
+445
+2% +$33.7K 0.25% 40
2020
Q1 		$1.29M Sell
18,464
-32,607
-64% -$2.86M 0.26% 41
2019
Q4 		$4.74M Buy
51,071
+11,754
+30% +$1.09M 1.31% 18
2019
Q3 		$3.67M Buy
39,317
+2,001
+5% +$182K 1.16% 18
2019
Q2 		$3.26M Sell
37,316
-1,025
-3% -$89.7K 1.07% 20
2019
Q1 		$3.33M Sell
38,341
-1,770
-4% -$146K 1.19% 19
2018
Q4 		$2.99M Buy
+40,111
New +$3.16M 0.98% 19

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

Oxford Financial Group's VNQ Position: Q2 2026 in Review

Oxford Financial Group reduced its Vanguard Real Estate ETF (VNQ) stake by 20% in Q2 2026, selling an estimated $141K and leaving 5,756 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #154.

Oxford Financial Group first reported a position in VNQ in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.74M in Q4 2019. 1,804 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Oxford Financial Group held 5,756 shares of Vanguard Real Estate ETF worth $555K as of Q2 2026.
  • Oxford Financial Group sold 1,476 Vanguard Real Estate ETF shares in Q2 2026, an estimated $141K.
  • Vanguard Real Estate ETF made up 0.03% of Oxford Financial Group's portfolio in Q2 2026, its #154 holding.
  • Oxford Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
  • Oxford Financial Group's Vanguard Real Estate ETF position peaked at $4.74M in Q4 2019.
  • 1,804 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.