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 Q2	$218K	Buy	2,264 +7	+0.3%	+$669	0.1%	134
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 $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

Panoramic Investment Advisors's VNQ Position: Q2 2026 in Review

Panoramic Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.31% in Q2 2026, buying an estimated $669 and bringing the position to 2,264 shares worth $218K. The position accounts for 0.1% of the portfolio, ranked #134.

Panoramic Investment Advisors first reported a position in VNQ in Q4 2022 and has held it in 11 quarters since. The position peaked at $627K in Q4 2022. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Panoramic Investment Advisors held 2,264 shares of Vanguard Real Estate ETF worth $218K as of Q2 2026.
Panoramic Investment Advisors bought 7 Vanguard Real Estate ETF shares in Q2 2026, an estimated $669.
Vanguard Real Estate ETF made up 0.1% of Panoramic Investment Advisors's portfolio in Q2 2026, its #134 holding.
Panoramic Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's Vanguard Real Estate ETF position peaked at $627K in Q4 2022.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.