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Peak Financial Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Peak Financial Management’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 		$288K Sell
3,248
-495
-13% -$45.4K 0.07% 71
2025
Q4 		$331K Hold
3,743
– – 0.09% 71
2025
Q3 		$342K Sell
3,743
-373
-9% -$33.8K 0.09% 66
2025
Q2 		$367K Buy
4,116
+20
+0.5% +$1.76K 0.1% 67
2025
Q1 		$371K Sell
4,096
-510
-11% -$46.3K 0.11% 64
2024
Q4 		$410K Buy
4,606
+40
+0.9% +$3.78K 0.12% 64
2024
Q3 		$445K Buy
4,566
+410
+10% +$37.8K 0.13% 62
2024
Q2 		$348K Buy
4,156
+17
+0.4% +$1.4K 0.11% 69
2024
Q1 		$358K Buy
4,139
+405
+11% +$34.6K 0.11% 65
2023
Q4 		$330K Sell
3,734
-1,256
-25% -$99.5K 0.11% 65
2023
Q3 		$378K Sell
4,990
-30,604
-86% -$2.52M 0.14% 53
2023
Q2 		$2.97M Sell
35,594
-9,396
-21% -$770K 1.06% 29
2023
Q1 		$3.74M Sell
44,990
-689
-2% -$59.2K 1.39% 29
2022
Q4 		$3.77M Sell
45,679
-21
-0% -$1.74K 1.48% 27
2022
Q3 		$3.66M Sell
45,700
-3,209
-7% -$300K 1.53% 27
2022
Q2 		$4.46M Buy
48,909
+232
+0.5% +$23.1K 1.71% 25
2022
Q1 		$5.28M Buy
48,677
+1,208
+3% +$128K 1.77% 26
2021
Q4 		$5.51M Sell
47,469
-1,217
-2% -$133K 1.78% 25
2021
Q3 		$4.96M Buy
48,686
+353
+0.7% +$37.4K 1.68% 26
2021
Q2 		$4.92M Sell
48,333
-137
-0.3% -$13.6K 1.67% 26
2021
Q1 		$4.45M Sell
48,470
-27
-0.1% -$2.37K 1.61% 26
2020
Q4 		$4.12M Buy
48,497
+2,154
+5% +$179K 1.55% 26
2020
Q3 		$3.66M Sell
46,343
-71
-0.2% -$5.7K 1.58% 26
2020
Q2 		$3.65M Sell
46,414
-5,704
-11% -$432K 1.71% 25
2020
Q1 		$3.64M Sell
52,118
-1,177
-2% -$103K 1.86% 25
2019
Q4 		$4.95M Sell
53,295
-1,822
-3% -$169K 2.11% 19
2019
Q3 		$5.14M Buy
55,117
+306
+0.6% +$27.8K 2.28% 19
2019
Q2 		$4.79M Sell
54,811
-1,954
-3% -$171K 2.15% 20
2019
Q1 		$4.93M Sell
56,765
-24,339
-30% -$2.01M 2.27% 20
2018
Q4 		$6.05M Sell
81,104
-5,099
-6% -$402K 2.98% 10
2018
Q3 		$6.96M Sell
86,203
-4,342
-5% -$358K 3.13% 14
2018
Q2 		$7.38M Sell
90,545
-1,912
-2% -$148K 3.41% 10
2018
Q1 		$6.98M Sell
92,457
-10,059
-10% -$770K 3.32% 11
2017
Q4 		$8.51M Sell
102,516
-2,049
-2% -$172K 3.22% 13
2017
Q3 		$8.69M Sell
104,565
-153
-0.1% -$12.8K 3.35% 12
2017
Q2 		$8.72M Buy
104,718
+1,177
+1% +$98.2K 3.41% 13
2017
Q1 		$8.55M Buy
103,541
+3,050
+3% +$253K 3.45% 12
2016
Q4 		$8.29M Sell
100,491
-10,203
-9% -$831K 3.61% 12
2016
Q3 		$9.6M Sell
110,694
-4,195
-4% -$374K 4.15% 10
2016
Q2 		$10.2M Buy
+114,889
New +$9.65M 4.54% 10
2015
Q4 		$10.3M Buy
+128,587
New +$10.2M 4.69% 9

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Peak Financial Management's VNQ Position: Q1 2026 in Review

Peak Financial Management reduced its Vanguard Real Estate ETF (VNQ) stake by 13% in Q1 2026, selling an estimated $45.4K and leaving 3,248 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #71.

Peak Financial Management first reported a position in VNQ in Q4 2015 and has held it in 41 quarters since. The position peaked at $10.3M in Q4 2015. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Peak Financial Management held 3,248 shares of Vanguard Real Estate ETF worth $288K as of Q1 2026.
  • Peak Financial Management sold 495 Vanguard Real Estate ETF shares in Q1 2026, an estimated $45.4K.
  • Vanguard Real Estate ETF made up 0.07% of Peak Financial Management's portfolio in Q1 2026, its #71 holding.
  • Peak Financial Management first reported a position in Vanguard Real Estate ETF in Q4 2015 and has held it in 41 quarters since.
  • Peak Financial Management's Vanguard Real Estate ETF position peaked at $10.3M in Q4 2015.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.