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VNQ icon

Pinnacle Family Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Pinnacle Family 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 		$692K Buy
7,798
+15
+0.2% +$1.38K 0.33% 50
2025
Q4 		$689K Buy
7,783
+41
+0.5% +$3.69K 0.3% 56
2025
Q3 		$708K Sell
7,742
-183
-2% -$16.6K 0.31% 52
2025
Q2 		$701K Sell
7,925
-253
-3% -$22.3K 0.34% 54
2025
Q1 		$740K Sell
8,178
-30
-0.4% -$2.72K 0.4% 51
2024
Q4 		$731K Buy
8,208
+410
+5% +$38.7K 0.35% 50
2024
Q3 		$760K Sell
7,798
-164
-2% -$15.1K 0.39% 53
2024
Q2 		$667K Buy
+7,962
New +$657K 0.37% 48
2022
Q1 		– Sell
-2,808
Closed -$326K – 134
2021
Q4 		$326K Sell
2,808
-4,478
-61% -$489K 0.15% 81
2021
Q3 		$742K Buy
7,286
+177
+2% +$18.8K 0.33% 53
2021
Q2 		$724K Buy
7,109
+4,154
+141% +$412K 0.32% 57
2021
Q1 		$271K Buy
+2,955
New +$260K 0.14% 98
2020
Q1 		– Sell
-3,033
Closed -$281K – 92
2019
Q4 		$281K Buy
3,033
+27
+0.9% +$2.5K 0.25% 65
2019
Q3 		$280K Buy
3,006
+166
+6% +$15.1K 0.25% 60
2019
Q2 		$248K Buy
+2,840
New +$249K 0.21% 71
2018
Q1 		– Sell
-6,775
Closed -$562K – 80
2017
Q4 		$562K Buy
6,775
+983
+17% +$82.4K 0.26% 52
2017
Q3 		$481K Sell
5,792
-14
-0.2% -$1.17K 0.23% 56
2017
Q2 		$483K Buy
5,806
+237
+4% +$19.8K 0.27% 48
2017
Q1 		$460K Buy
+5,569
New +$462K 0.28% 45

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

Pinnacle Family Advisors's VNQ Position: Q1 2026 in Review

Pinnacle Family Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.19% in Q1 2026, buying an estimated $1.38K and bringing the position to 7,798 shares worth $692K. The position accounts for 0.33% of the portfolio, ranked #50.

Pinnacle Family Advisors first reported a position in VNQ in Q1 2017 and has held it in 19 quarters since. The position peaked at $760K in Q3 2024. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Pinnacle Family Advisors held 7,798 shares of Vanguard Real Estate ETF worth $692K as of Q1 2026.
  • Pinnacle Family Advisors bought 15 Vanguard Real Estate ETF shares in Q1 2026, an estimated $1.38K.
  • Vanguard Real Estate ETF made up 0.33% of Pinnacle Family Advisors's portfolio in Q1 2026, its #50 holding.
  • Pinnacle Family Advisors first reported a position in Vanguard Real Estate ETF in Q1 2017 and has held it in 19 quarters since.
  • Pinnacle Family Advisors's Vanguard Real Estate ETF position peaked at $760K in Q3 2024.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.