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

Pacific Excel 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	$449K	Buy	+4,656	New	+$445K	0.17%	110

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Pacific Excel Wealth Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 4,656 shares worth $449K. The stake represents 0.17% of the portfolio and ranks #110 among its holdings.

1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Pacific Excel Wealth Advisors held 4,656 shares of Vanguard Real Estate ETF worth $449K as of Q2 2026.
Vanguard Real Estate ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
Vanguard Real Estate ETF made up 0.17% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #110 holding.
1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.