PAS
VNQ icon

PKS Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

PKS Advisory Services’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 		$247K Sell
2,781
-2
-0.1% -$183 0.06% 214
2025
Q4 		$246K Sell
2,783
-9
-0.3% -$809 0.06% 216
2025
Q3 		$255K Sell
2,792
-616
-18% -$55.9K 0.05% 210
2025
Q2 		$303K Hold
3,408
– – 0.07% 198
2025
Q1 		$309K Sell
3,408
-92
-3% -$8.35K 0.08% 179
2024
Q4 		$312K Buy
+3,500
New +$331K 0.08% 185

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

PKS Advisory Services's VNQ Position: Q1 2026 in Review

PKS Advisory Services reduced its Vanguard Real Estate ETF (VNQ) stake by 0.07% in Q1 2026, selling an estimated $183 and leaving 2,781 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #214.

PKS Advisory Services first reported a position in VNQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $312K in Q4 2024. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • PKS Advisory Services held 2,781 shares of Vanguard Real Estate ETF worth $247K as of Q1 2026.
  • PKS Advisory Services sold 2 Vanguard Real Estate ETF shares in Q1 2026, an estimated $183.
  • Vanguard Real Estate ETF made up 0.06% of PKS Advisory Services's portfolio in Q1 2026, its #214 holding.
  • PKS Advisory Services first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • PKS Advisory Services's Vanguard Real Estate ETF position peaked at $312K in Q4 2024.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.