Ritter Daniher Financial Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Ritter Daniher Financial Advisory’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	$31.1K	Buy	323 +3	+0.9%	+$287	﹤0.01%	320
2026 Q1	$28.4K	Buy	320 +3	+0.9%	+$275	﹤0.01%	330
2025 Q4	$28K	Buy	+317	New	+$28.5K	﹤0.01%	329
2023 Q3	–	Sell	-57	Closed	-$4.76K	–	380
2023 Q2	$4.76K	Buy	+57	New	+$4.67K	﹤0.01%	257
2022 Q3	–	Sell	-72	Closed	-$7K	–	257
2022 Q2	$7K	Buy	+72	New	+$7.18K	0.01%	185
2021 Q4	–	Sell	-825	Closed	-$84K	–	253
2021 Q3	$84K	Buy	+825	New	+$87.5K	0.06%	90

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

Ritter Daniher Financial Advisory's VNQ Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Vanguard Real Estate ETF (VNQ) stake by 0.94% in Q2 2026, buying an estimated $287 and bringing the position to 323 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Ritter Daniher Financial Advisory first reported a position in VNQ in Q3 2021 and has held it in 6 quarters since. The position peaked at $84K in Q3 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Ritter Daniher Financial Advisory held 323 shares of Vanguard Real Estate ETF worth $31.1K as of Q2 2026.
Ritter Daniher Financial Advisory bought 3 Vanguard Real Estate ETF shares in Q2 2026, an estimated $287.
Vanguard Real Estate ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #320 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Real Estate ETF in Q3 2021 and has held it in 6 quarters since.
Ritter Daniher Financial Advisory's Vanguard Real Estate ETF position peaked at $84K in Q3 2021.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.