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Portfolio Resources Advisor Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Portfolio Resources Advisor 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 		$65.3K Sell
677
-15
-2% -$1.43K 0.06% 108
2026
Q1 		$61.4K Hold
692
– – 0.06% 96
2025
Q4 		$61.2K Buy
+692
New +$62.2K 0.06% 94

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

Portfolio Resources Advisor Group's VNQ Position: Q2 2026 in Review

Portfolio Resources Advisor Group reduced its Vanguard Real Estate ETF (VNQ) stake by 2.2% in Q2 2026, selling an estimated $1.43K and leaving 677 shares worth $65.3K. The position accounts for 0.06% of the portfolio, ranked #108.

Portfolio Resources Advisor Group first reported a position in VNQ in Q4 2025 and has held it in 3 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Portfolio Resources Advisor Group held 677 shares of Vanguard Real Estate ETF worth $65.3K as of Q2 2026.
  • Portfolio Resources Advisor Group sold 15 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Real Estate ETF made up 0.06% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #108 holding.
  • Portfolio Resources Advisor Group first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.