RYIA
VNQ icon

Roehl & Yi Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Roehl & Yi Investment Advisors’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 		$109K Hold
11,334
– – 0.04% 186
2026
Q1 		$101K Buy
+11,334
New +$1.04M 0.04% 173
2025
Q3 		– Sell
-10,431
Closed -$195K – 181
2025
Q2 		$195K Sell
10,431
-424
-4% -$37.4K 0.1% 151
2025
Q1 		$236K Buy
10,855
+1,654
+18% +$150K 0.13% 137
2024
Q4 		$258K Buy
+9,201
New +$869K 0.14% 120

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

Roehl & Yi Investment Advisors's VNQ Position: Q2 2026 in Review

Roehl & Yi Investment Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 11,334 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #186.

Roehl & Yi Investment Advisors first reported a position in VNQ in Q4 2024 and has held it in 5 quarters since. The position peaked at $258K in Q4 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Roehl & Yi Investment Advisors held 11,334 shares of Vanguard Real Estate ETF worth $109K as of Q2 2026.
  • Roehl & Yi Investment Advisors left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.04% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #186 holding.
  • Roehl & Yi Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 5 quarters since.
  • Roehl & Yi Investment Advisors's Vanguard Real Estate ETF position peaked at $258K in Q4 2024.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.