Panoramic Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Panoramic Investment 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 Q1	$200K	Buy	+2,257	New	+$207K	0.11%	127
2025 Q4	–	Sell	-2,444	Closed	-$223K	–	131
2025 Q3	$223K	Buy	2,444 +10	+0.4%	+$907	0.13%	116
2025 Q2	$217K	Buy	2,434 +10	+0.4%	+$882	0.13%	111
2025 Q1	$219K	Sell	2,424 -100	-4%	-$9.08K	0.15%	106
2024 Q4	$225K	Sell	2,524 -178	-7%	-$16.8K	0.15%	107
2024 Q3	$263K	Buy	+2,702	New	+$249K	0.18%	99
2024 Q1	$267K	Buy	3,086 +9	+0.3%	+$769	0.2%	91
2023 Q4	$272K	Sell	3,077 -62	-2%	-$4.91K	0.24%	85
2023 Q3	$237K	Buy	+3,139	New	+$259K	0.22%	87
2022 Q4	$627K	Buy	+7,597	New	+$630K	0.64%	42

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

Panoramic Investment Advisors's VNQ Position: Q1 2026 in Review

Panoramic Investment Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2026: 2,257 shares worth $200K. The stake represents 0.11% of the portfolio and ranks #127 among its holdings. This is a return to the name: Panoramic Investment Advisors previously reported a position in VNQ as recently as Q3 2025.

Panoramic Investment Advisors first reported a position in VNQ in Q4 2022 and has held it in 10 quarters since. The position peaked at $627K in Q4 2022. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Panoramic Investment Advisors held 2,257 shares of Vanguard Real Estate ETF worth $200K as of Q1 2026.
Vanguard Real Estate ETF was a new Panoramic Investment Advisors position in Q1 2026.
Vanguard Real Estate ETF made up 0.11% of Panoramic Investment Advisors's portfolio in Q1 2026, its #127 holding.
Panoramic Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 10 quarters since.
Panoramic Investment Advisors's Vanguard Real Estate ETF position peaked at $627K in Q4 2022.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.