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

Pioneer Wealth Management 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	$2.43M	Buy	25,154 +1,090	+5%	+$104K	0.59%	20
2026 Q1	$2.13M	Buy	24,064 +43	+0.2%	+$3.94K	0.6%	19
2025 Q4	$2.13M	Buy	24,021 +633	+3%	+$56.9K	0.65%	19
2025 Q3	$2.14M	Buy	23,388 +1,044	+5%	+$94.7K	0.69%	19
2025 Q2	$1.99M	Buy	22,344 +1,707	+8%	+$151K	0.74%	18
2025 Q1	$1.87M	Buy	+20,637	New	+$1.87M	0.8%	17
2024 Q3	$1.63M	Sell	16,779 -280	-2%	-$25.8K	0.78%	20
2024 Q2	$1.43M	Buy	17,059 +803	+5%	+$66.3K	0.76%	21
2024 Q1	$1.41M	Sell	16,256 -2,038	-11%	-$174K	0.8%	22
2023 Q4	$1.62M	Sell	18,294 -2,034	-10%	-$161K	1.01%	19
2023 Q3	$1.54M	Sell	20,328 -1,226	-6%	-$101K	1.17%	19
2023 Q2	$1.8M	Sell	21,554 -306	-1%	-$25.1K	1.43%	15
2023 Q1	$1.82M	Sell	21,860 -1,813	-8%	-$156K	1.62%	15
2022 Q4	$1.95M	Buy	+23,673	New	+$1.96M	1.84%	16

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Pioneer Wealth Management Group increased its Vanguard Real Estate ETF (VNQ) stake by 4.5% in Q2 2026, buying an estimated $104K and bringing the position to 25,154 shares worth $2.43M. The position accounts for 0.59% of the portfolio, ranked #20.

Pioneer Wealth Management Group first reported a position in VNQ in Q4 2022 and has held it in 14 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Pioneer Wealth Management Group held 25,154 shares of Vanguard Real Estate ETF worth $2.43M as of Q2 2026.
Pioneer Wealth Management Group bought 1,090 Vanguard Real Estate ETF shares in Q2 2026, an estimated $104K.
Vanguard Real Estate ETF made up 0.59% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #20 holding.
Pioneer Wealth Management Group first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2026, filed 7 Jul 2026.