Petra Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Petra Financial 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	$534K	Buy	5,538 +3	+0.1%	+$287	0.25%	95
2026 Q1	$491K	Buy	5,535 +698	+14%	+$64K	0.3%	80
2025 Q4	$428K	Buy	4,837 +3	+0.1%	+$270	0.25%	101
2025 Q3	$442K	Buy	4,834 +3	+0.1%	+$272	0.26%	100
2025 Q2	$430K	Buy	4,831 +3	+0.1%	+$265	0.27%	93
2025 Q1	$437K	Buy	4,828 +4	+0.1%	+$363	0.36%	62
2024 Q4	$430K	Buy	4,824 +3	+0.1%	+$283	0.29%	92
2024 Q3	$470K	Buy	4,821 +1,111	+30%	+$102K	0.31%	87
2024 Q2	$311K	Hold	3,710	–	–	0.22%	97
2024 Q1	$321K	Hold	3,710	–	–	0.24%	96
2023 Q4	$328K	Sell	3,710 -387	-9%	-$30.7K	0.27%	87
2023 Q3	$310K	Hold	4,097	–	–	0.26%	93
2023 Q2	$342K	Buy	+4,097	New	+$336K	0.31%	83
2023 Q1	–	Sell	-4,737	Closed	-$391K	–	104
2022 Q4	$391K	Buy	+4,737	New	+$393K	0.43%	57

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Petra Financial Advisors's VNQ Position: Q2 2026 in Review

Petra Financial Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.05% in Q2 2026, buying an estimated $287 and bringing the position to 5,538 shares worth $534K. The position accounts for 0.25% of the portfolio, ranked #95.

Petra Financial Advisors first reported a position in VNQ in Q4 2022 and has held it in 14 quarters since. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Petra Financial Advisors held 5,538 shares of Vanguard Real Estate ETF worth $534K as of Q2 2026.
Petra Financial Advisors bought 3 Vanguard Real Estate ETF shares in Q2 2026, an estimated $287.
Vanguard Real Estate ETF made up 0.25% of Petra Financial Advisors's portfolio in Q2 2026, its #95 holding.
Petra Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.