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

Pacific Capital 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 		$3.11M Sell
32,209
-17,496
-35% -$1.67M 0.47% 22
2026
Q1 		$4.41M Sell
49,705
-123,679
-71% -$11.3M 0.74% 19
2025
Q4 		$15.3M Sell
173,384
-6,311
-4% -$567K 2.63% 8
2025
Q3 		$16.4M Sell
179,695
-44,086
-20% -$4M 2.84% 7
2025
Q2 		$20M Sell
223,781
-37,943
-14% -$3.35M 3.66% 7
2025
Q1 		$23.7M Sell
261,724
-6,262
-2% -$568K 4.1% 8
2024
Q4 		$23.9M Buy
267,986
+36,445
+16% +$3.44M 3.99% 8
2024
Q3 		$22.6M Sell
231,541
-48,385
-17% -$4.46M 3.79% 8
2024
Q2 		$23.4M Buy
279,926
+40,172
+17% +$3.32M 4.28% 7
2024
Q1 		$20.7M Sell
239,754
-1,859
-0.8% -$159K 4.88% 5
2023
Q4 		$21.3M Buy
241,613
+5,879
+2% +$466K 5.41% 5
2023
Q3 		$17.8M Sell
235,734
-439
-0.2% -$36.2K 5% 5
2023
Q2 		$19.7M Buy
236,173
+12,146
+5% +$995K 5% 5
2023
Q1 		$18.6M Buy
224,027
+3,182
+1% +$273K 4.79% 5
2022
Q4 		$18.2M Sell
220,845
-22,574
-9% -$1.87M 4.71% 6
2022
Q3 		$19.5M Buy
243,419
+26,908
+12% +$2.52M 5.31% 5
2022
Q2 		$19.7M Buy
216,511
+59,868
+38% +$5.97M 5.46% 5
2022
Q1 		$17M Buy
156,643
+14,917
+11% +$1.58M 4.85% 4
2021
Q4 		$16.4M Buy
141,726
+7,859
+6% +$858K 4.73% 4
2021
Q3 		$13.6M Buy
133,867
+62,804
+88% +$6.66M 4.33% 5
2021
Q2 		$7.23M Buy
71,063
+6,130
+9% +$608K 3.64% 8
2021
Q1 		$5.96M Buy
64,933
+2,076
+3% +$182K 3.32% 10
2020
Q4 		$5.34M Sell
62,857
-588
-0.9% -$48.8K 3.03% 11
2020
Q3 		$5.01M Buy
63,445
+578
+0.9% +$46.4K 2.98% 10
2020
Q2 		$4.94M Buy
62,867
+3,817
+6% +$289K 3.35% 10
2020
Q1 		$4.13M Buy
59,050
+393
+0.7% +$34.5K 3.12% 11
2019
Q4 		$5.44M Buy
+58,657
New +$5.43M 3.63% 10

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

Pacific Capital Wealth Advisors's VNQ Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 35% in Q2 2026, selling an estimated $1.67M and leaving 32,209 shares worth $3.11M. The position accounts for 0.47% of the portfolio, ranked #22.

Pacific Capital Wealth Advisors first reported a position in VNQ in Q4 2019 and has held it in 27 quarters since. The position peaked at $23.9M in Q4 2024. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Pacific Capital Wealth Advisors held 32,209 shares of Vanguard Real Estate ETF worth $3.11M as of Q2 2026.
  • Pacific Capital Wealth Advisors sold 17,496 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.67M.
  • Vanguard Real Estate ETF made up 0.47% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Pacific Capital Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • Pacific Capital Wealth Advisors's Vanguard Real Estate ETF position peaked at $23.9M in Q4 2024.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.