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
2023 Q1	–	Sell	-6,265	Closed	-$517K	–	496
2022 Q4	$517K	Buy	6,265 +3,279	+110%	+$272K	0.44%	49
2022 Q3	$239K	Buy	2,986 +815	+38%	+$76.2K	0.22%	75
2022 Q2	$197K	Buy	+2,171	New	+$216K	0.17%	91
2022 Q1	–	Sell	-1,783	Closed	-$206K	–	515
2021 Q4	$206K	Buy	+1,783	New	+$195K	0.17%	96

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Paladin Advisory Group's VNQ Position: Q1 2026 in Review

Paladin Advisory Group increased its Vanguard Real Estate ETF (VNQ) stake by 0.47% in Q1 2026, buying an estimated $1.1K and bringing the position to 2,560 shares worth $227K. The position accounts for 0.17% of the portfolio, ranked #74.

Paladin Advisory Group first reported a position in VNQ in Q1 2022 and has held it in 14 quarters since. The position peaked at $534K in Q1 2023. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Paladin Advisory Group held 2,560 shares of Vanguard Real Estate ETF worth $227K as of Q1 2026.
Paladin Advisory Group bought 12 Vanguard Real Estate ETF shares in Q1 2026, an estimated $1.1K.
Vanguard Real Estate ETF made up 0.17% of Paladin Advisory Group's portfolio in Q1 2026, its #74 holding.
Paladin Advisory Group first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's Vanguard Real Estate ETF position peaked at $534K in Q1 2023.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.