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Physician Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Physician Wealth 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 		$1.23M Buy
13,824
+51
+0.4% +$4.68K 0.17% 67
2025
Q4 		$1.22M Sell
13,773
-281
-2% -$25.3K 0.17% 63
2025
Q3 		$1.28M Sell
14,054
-22,164
-61% -$2.01M 0.18% 61
2025
Q2 		$3.23M Sell
36,218
-702
-2% -$61.9K 0.51% 38
2025
Q1 		$3.34M Sell
36,920
-2,796
-7% -$254K 0.58% 36
2024
Q4 		$3.54M Buy
39,716
+2,378
+6% +$225K 0.6% 34
2024
Q3 		$3.6M Buy
37,338
+1,291
+4% +$119K 0.65% 32
2024
Q2 		$3.21M Buy
36,047
+1,014
+3% +$83.7K 0.59% 33
2024
Q1 		$2.77M Buy
35,033
+1,288
+4% +$110K 0.58% 36
2023
Q4 		$2.9M Buy
33,745
+1,797
+6% +$142K 0.65% 31
2023
Q3 		$2.4M Buy
31,948
+1,097
+4% +$90.5K 0.62% 31
2023
Q2 		$2.6M Buy
30,851
+1,135
+4% +$93K 0.65% 30
2023
Q1 		$2.47M Buy
29,716
+693
+2% +$59.5K 0.65% 28
2022
Q4 		$2.56M Sell
29,023
-253
-0.9% -$21K 0.69% 30
2022
Q3 		$2.39M Buy
29,276
+479
+2% +$44.8K 0.73% 27
2022
Q2 		$2.83M Buy
28,797
+406
+1% +$40.5K 0.82% 25
2022
Q1 		$2.95M Buy
28,391
+7,869
+38% +$833K 0.78% 28
2021
Q4 		$2.28M Buy
20,522
+277
+1% +$30.3K 0.6% 33
2021
Q3 		$2.15M Sell
20,245
-120
-0.6% -$12.7K 0.59% 34
2021
Q2 		$2.14M Buy
20,365
+71
+0.3% +$7.04K 0.61% 34
2021
Q1 		$1.91M Buy
20,294
+196
+1% +$17.2K 0.62% 33
2020
Q4 		$1.78M Sell
20,098
-1,220
-6% -$101K 0.6% 33
2020
Q3 		$1.67M Buy
21,318
+491
+2% +$39.4K 0.67% 32
2020
Q2 		$1.72M Buy
20,827
+558
+3% +$42.3K 0.69% 29
2020
Q1 		$1.48M Buy
20,269
+4,543
+29% +$399K 0.74% 30
2019
Q4 		$1.47M Sell
15,726
-1,139
-7% -$105K 0.65% 29
2019
Q3 		$1.55M Buy
+16,865
New +$1.53M 0.76% 27

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

Physician Wealth Advisors's VNQ Position: Q1 2026 in Review

Physician Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.37% in Q1 2026, buying an estimated $4.68K and bringing the position to 13,824 shares worth $1.23M. The position accounts for 0.17% of the portfolio, ranked #67.

Physician Wealth Advisors first reported a position in VNQ in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.6M in Q3 2024. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Physician Wealth Advisors held 13,824 shares of Vanguard Real Estate ETF worth $1.23M as of Q1 2026.
  • Physician Wealth Advisors bought 51 Vanguard Real Estate ETF shares in Q1 2026, an estimated $4.68K.
  • Vanguard Real Estate ETF made up 0.17% of Physician Wealth Advisors's portfolio in Q1 2026, its #67 holding.
  • Physician Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q3 2019 and has held it in 27 quarters since.
  • Physician Wealth Advisors's Vanguard Real Estate ETF position peaked at $3.6M in Q3 2024.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.