PAG
VNQ icon

Paladin Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Paladin Advisory 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 		$230K Sell
2,387
-173
-7% -$16.5K 0.15% 81
2026
Q1 		$227K Buy
2,560
+12
+0.5% +$1.1K 0.17% 74
2025
Q4 		$225K Sell
2,548
-112
-4% -$10.1K 0.16% 73
2025
Q3 		$243K Sell
2,660
-139
-5% -$12.6K 0.19% 68
2025
Q2 		$249K Sell
2,799
-10
-0.4% -$882 0.19% 72
2025
Q1 		$254K Sell
2,809
-214
-7% -$19.4K 0.2% 73
2024
Q4 		$269K Sell
3,023
-68
-2% -$6.42K 0.21% 72
2024
Q3 		$301K Sell
3,091
-229
-7% -$21.1K 0.22% 69
2024
Q2 		$275K Buy
3,320
+63
+2% +$5.2K 0.21% 73
2024
Q1 		$277K Buy
3,257
+15
+0.5% +$1.28K 0.22% 73
2023
Q4 		$286K Sell
3,242
-2,215
-41% -$176K 0.24% 71
2023
Q3 		$413K Sell
5,457
-573
-10% -$47.2K 0.35% 55
2023
Q2 		$504K Sell
6,030
-403
-6% -$33K 0.4% 47
2023
Q1 		$534K Buy
+6,433
New +$553K 0.44% 46
2022
Q2 		– Sell
-2,941
Closed -$293K – 516
2022
Q1 		$324K Buy
+2,941
New +$311K 0.26% 66

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Paladin Advisory Group's VNQ Position: Q2 2026 in Review

Paladin Advisory Group reduced its Vanguard Real Estate ETF (VNQ) stake by 6.8% in Q2 2026, selling an estimated $16.5K and leaving 2,387 shares worth $230K. The position accounts for 0.15% of the portfolio, ranked #81.

Paladin Advisory Group first reported a position in VNQ in Q1 2022 and has held it in 15 quarters since. The position peaked at $534K in Q1 2023. 861 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Paladin Advisory Group held 2,387 shares of Vanguard Real Estate ETF worth $230K as of Q2 2026.
  • Paladin Advisory Group sold 173 Vanguard Real Estate ETF shares in Q2 2026, an estimated $16.5K.
  • Vanguard Real Estate ETF made up 0.15% of Paladin Advisory Group's portfolio in Q2 2026, its #81 holding.
  • Paladin Advisory Group first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 15 quarters since.
  • Paladin Advisory Group's Vanguard Real Estate ETF position peaked at $534K in Q1 2023.
  • 861 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.