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Pinnacle Wealth Management Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$419K Sell
4,341
-277
-6% -$26.5K 0.02% 327
2026
Q1 		$410K Sell
4,618
-746
-14% -$68.4K 0.03% 326
2025
Q4 		$475K Sell
5,364
-1,536
-22% -$138K 0.03% 283
2025
Q3 		$631K Sell
6,900
-1,005
-13% -$91.2K 0.05% 196
2025
Q2 		$704K Sell
7,905
-237
-3% -$20.9K 0.06% 180
2025
Q1 		$737K Buy
8,142
+1,047
+15% +$95K 0.07% 164
2024
Q4 		$632K Sell
7,095
-801
-10% -$75.7K 0.06% 176
2024
Q3 		$769K Buy
7,896
+10
+0.1% +$921 0.07% 152
2024
Q2 		$661K Buy
7,886
+483
+7% +$39.9K 0.07% 166
2024
Q1 		$640K Buy
7,403
+255
+4% +$21.8K 0.07% 161
2023
Q4 		$632K Sell
7,148
-1,486
-17% -$118K 0.07% 155
2023
Q3 		$653K Sell
8,634
-100
-1% -$8.24K 0.08% 147
2023
Q2 		$730K Buy
8,734
+215
+3% +$17.6K 0.09% 144
2023
Q1 		$707K Sell
8,519
-567
-6% -$48.7K 0.1% 145
2022
Q4 		$749K Buy
9,086
+739
+9% +$61.3K 0.11% 133
2022
Q3 		$669K Sell
8,347
-1,678
-17% -$157K 0.11% 128
2022
Q2 		$913K Sell
10,025
-450
-4% -$44.9K 0.15% 114
2022
Q1 		$1.14M Sell
10,475
-90
-0.9% -$9.53K 0.16% 113
2021
Q4 		$1.23M Sell
10,565
-510
-5% -$55.7K 0.2% 104
2021
Q3 		$1.13M Sell
11,075
-330
-3% -$35K 0.26% 94
2021
Q2 		$1.16M Buy
11,405
+370
+3% +$36.7K 0.27% 87
2021
Q1 		$1.01M Sell
11,035
-1,413
-11% -$124K 0.28% 80
2020
Q4 		$1.06M Sell
12,448
-8,491
-41% -$704K 0.32% 75
2020
Q3 		$1.65M Sell
20,939
-2,764
-12% -$222K 0.58% 45
2020
Q2 		$1.86M Sell
23,703
-12,492
-35% -$947K 0.69% 35
2020
Q1 		$2.53M Buy
36,195
+1,742
+5% +$153K 1.23% 23
2019
Q4 		$3.2M Buy
34,453
+2,592
+8% +$240K 1.2% 22
2019
Q3 		$2.97M Buy
31,861
+5,356
+20% +$486K 1.24% 21
2019
Q2 		$2.32M Buy
26,505
+2,766
+12% +$242K 0.99% 24
2019
Q1 		$2.06M Buy
23,739
+4,058
+21% +$335K 0.93% 27
2018
Q4 		$1.47M Buy
+19,681
New +$1.55M 0.8% 35
2018
Q2 		– Sell
-18,039
Closed -$1.36M – 153
2018
Q1 		$1.36M Sell
18,039
-2,158
-11% -$165K 0.77% 38
2017
Q4 		$1.68M Sell
20,197
-250
-1% -$21K 0.93% 30
2017
Q3 		$1.7M Sell
20,447
-2,482
-11% -$207K 0.99% 24
2017
Q2 		$1.91M Sell
22,929
-1,196
-5% -$99.7K 1.18% 21
2017
Q1 		$1.99M Sell
24,125
-3,665
-13% -$304K 1.38% 19
2016
Q4 		$2.29M Buy
27,790
+6,420
+30% +$523K 1.65% 13
2016
Q3 		$1.85M Buy
21,370
+755
+4% +$67.3K 1.41% 18
2016
Q2 		$1.83M Buy
20,615
+12,280
+147% +$1.03M 1.45% 15
2016
Q1 		$698K Buy
8,335
+275
+3% +$21.4K 0.62% 58
2015
Q4 		$643K Sell
8,060
-75
-0.9% -$5.94K 0.59% 59
2015
Q3 		$615K Buy
8,135
+440
+6% +$33.8K 0.59% 55
2015
Q2 		$575K Sell
7,695
-5,880
-43% -$470K 0.53% 59
2015
Q1 		$1.15M Buy
13,575
+25
+0.2% +$2.12K 1.03% 31
2014
Q4 		$1.1M Buy
+13,550
New +$1.06M 1.02% 35

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

Pinnacle Wealth Management Advisory Group's VNQ Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Vanguard Real Estate ETF (VNQ) stake by 6% in Q2 2026, selling an estimated $26.5K and leaving 4,341 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #327.

Pinnacle Wealth Management Advisory Group first reported a position in VNQ in Q4 2014 and has held it in 45 quarters since. The position peaked at $3.2M in Q4 2019. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 4,341 shares of Vanguard Real Estate ETF worth $419K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 277 Vanguard Real Estate ETF shares in Q2 2026, an estimated $26.5K.
  • Vanguard Real Estate ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #327 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 45 quarters since.
  • Pinnacle Wealth Management Advisory Group's Vanguard Real Estate ETF position peaked at $3.2M in Q4 2019.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.