PWMG
VNQ icon

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
Q3 		$2.18M Sell
24,343
-811
-3% -$78.6K 0.51% 24
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

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Pioneer Wealth Management Group's VNQ Position: Q3 2026 in Review

Pioneer Wealth Management Group reduced its Vanguard Real Estate ETF (VNQ) stake by 3.2% in Q3 2026, selling an estimated $78.6K and leaving 24,343 shares worth $2.18M. The position accounts for 0.51% of the portfolio, ranked #24.

Pioneer Wealth Management Group first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.43M in Q2 2026. 110 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Pioneer Wealth Management Group held 24,343 shares of Vanguard Real Estate ETF worth $2.18M as of Q3 2026.
  • Pioneer Wealth Management Group sold 811 Vanguard Real Estate ETF shares in Q3 2026, an estimated $78.6K.
  • Vanguard Real Estate ETF made up 0.51% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #24 holding.
  • Pioneer Wealth Management Group first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Pioneer Wealth Management Group's Vanguard Real Estate ETF position peaked at $2.43M in Q2 2026.
  • 110 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.