PBF
VNQ icon

Petix & Botte Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Petix & Botte Financial’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 		$1.92M Buy
19,940
+8,480
+74% +$810K 0.39% 44
2026
Q1 		$2.03M Sell
11,460
-13,383
-54% -$1.23M 0.45% 38
2025
Q4 		$2.2M Sell
24,843
-1,960
-7% -$176K 0.5% 39
2025
Q3 		$2.45M Sell
26,803
-3,415
-11% -$310K 0.57% 36
2025
Q2 		$2.69M Sell
30,218
-1,991
-6% -$176K 0.66% 35
2025
Q1 		$2.92M Sell
32,209
-4,256
-12% -$386K 0.77% 35
2024
Q4 		$3.25M Sell
36,465
-13,735
-27% -$1.3M 0.85% 32
2024
Q3 		$4.89M Buy
50,200
+1,770
+4% +$163K 1.3% 21
2024
Q2 		$4.06M Buy
48,430
+9,933
+26% +$820K 1.15% 21
2024
Q1 		$3.33M Sell
38,497
-13,253
-26% -$1.13M 0.83% 38
2023
Q4 		$4.57M Sell
51,750
-426
-0.8% -$33.8K 1.35% 21
2023
Q3 		$3.95M Buy
52,176
+1,158
+2% +$95.5K 1.24% 21
2023
Q2 		$4.26M Buy
51,018
+27,262
+115% +$2.23M 1.32% 21
2023
Q1 		$1.97M Buy
+23,756
New +$2.04M 1.33% 22
2022
Q3 		$1.68M Buy
21,001
+557
+3% +$52.1K 1.28% 22
2022
Q2 		$1.86M Sell
20,444
-20,594
-50% -$2.05M 1.37% 22
2022
Q1 		$4.45M Buy
41,038
+22,220
+118% +$2.35M 1.37% 21
2021
Q4 		$2.18M Sell
18,818
-18,342
-49% -$2M 1.39% 21
2021
Q3 		$3.78M Buy
37,160
+18,570
+100% +$1.97M 1.28% 20
2021
Q2 		$1.89M Sell
18,590
-415
-2% -$41.2K 1.32% 22
2021
Q1 		$1.75M Buy
19,005
+877
+5% +$77.1K 1.29% 22
2020
Q4 		$1.54M Sell
18,128
-543
-3% -$45K 1.15% 24
2020
Q3 		$1.48M Sell
18,671
-20,297
-52% -$1.63M 1.18% 24
2020
Q2 		$1.54M Buy
38,968
+18,725
+93% +$1.42M 1.27% 22
2020
Q1 		$1.41M Buy
20,243
+2,104
+12% +$185K 1.38% 22
2019
Q4 		$1.68M Buy
+18,139
New +$1.68M 1.32% 21

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Petix & Botte Financial's VNQ Position: Q2 2026 in Review

Petix & Botte Financial increased its Vanguard Real Estate ETF (VNQ) stake by 74% in Q2 2026, buying an estimated $810K and bringing the position to 19,940 shares worth $1.92M. The position accounts for 0.39% of the portfolio, ranked #44.

Petix & Botte Financial first reported a position in VNQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.89M in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Petix & Botte Financial held 19,940 shares of Vanguard Real Estate ETF worth $1.92M as of Q2 2026.
  • Petix & Botte Financial bought 8,480 Vanguard Real Estate ETF shares in Q2 2026, an estimated $810K.
  • Vanguard Real Estate ETF made up 0.39% of Petix & Botte Financial's portfolio in Q2 2026, its #44 holding.
  • Petix & Botte Financial first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 26 quarters since.
  • Petix & Botte Financial's Vanguard Real Estate ETF position peaked at $4.89M in Q3 2024.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.