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Private Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Private 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
Q1 		$2.05M Buy
+23,077
New +$2.12M 0.13% 120
2025
Q3 		– Sell
-19,075
Closed -$1.7M – 242
2025
Q2 		$1.7M Buy
+19,075
New +$1.68M 0.15% 89
2023
Q1 		– Sell
-40,806
Closed -$3.37M – 237
2022
Q4 		$3.37M Sell
40,806
-10,233
-20% -$848K 0.74% 39
2022
Q3 		$4.09M Sell
51,039
-13,867
-21% -$1.3M 0.93% 34
2022
Q2 		$5.91M Buy
64,906
+583
+0.9% +$58.1K 1.34% 24
2022
Q1 		$6.97M Buy
64,323
+3,773
+6% +$399K 1.37% 19
2021
Q4 		$7.02M Buy
60,550
+10,342
+21% +$1.13M 1.32% 21
2021
Q3 		$5.11M Sell
50,208
-231
-0.5% -$24.5K 1.25% 26
2021
Q2 		$5.13M Sell
50,439
-3,916
-7% -$388K 1.29% 25
2021
Q1 		$4.99M Buy
54,355
+6,498
+14% +$571K 1.43% 23
2020
Q4 		$4.06M Sell
47,857
-9,087
-16% -$754K 1.34% 22
2020
Q3 		$4.5M Buy
+56,944
New +$4.57M 1.81% 22
2018
Q1 		– Sell
-14,053
Closed -$1.17M – 138
2017
Q4 		$1.17M Buy
14,053
+1,899
+16% +$159K 0.63% 44
2017
Q3 		$1.01M Buy
12,154
+2,599
+27% +$217K 0.6% 44
2017
Q2 		$795K Buy
9,555
+711
+8% +$59.3K 0.47% 50
2017
Q1 		$731K Sell
8,844
-1,499
-14% -$124K 0.49% 60
2016
Q4 		$853K Buy
+10,343
New +$842K 0.59% 50

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

Private Advisory Group's VNQ Position: Q1 2026 in Review

Private Advisory Group opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2026: 23,077 shares worth $2.05M. The stake represents 0.13% of the portfolio and ranks #120 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in VNQ as recently as Q2 2025.

Private Advisory Group first reported a position in VNQ in Q4 2016 and has held it in 17 quarters since. The position peaked at $7.02M in Q4 2021. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Private Advisory Group held 23,077 shares of Vanguard Real Estate ETF worth $2.05M as of Q1 2026.
  • Vanguard Real Estate ETF was a new Private Advisory Group position in Q1 2026.
  • Vanguard Real Estate ETF made up 0.13% of Private Advisory Group's portfolio in Q1 2026, its #120 holding.
  • Private Advisory Group first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 17 quarters since.
  • Private Advisory Group's Vanguard Real Estate ETF position peaked at $7.02M in Q4 2021.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.