ROI Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

ROI Financial 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 Q1	$342K	Sell	3,851 -91	-2%	-$8.34K	0.2%	54
2025 Q4	$349K	Sell	3,942 -205	-5%	-$18.4K	0.2%	53
2025 Q3	$379K	Sell	4,147 -571	-12%	-$51.8K	0.23%	52
2025 Q2	$420K	Sell	4,718 -420	-8%	-$37K	0.27%	50
2025 Q1	$465K	Sell	5,138 -102	-2%	-$9.26K	0.34%	45
2024 Q4	$467K	Sell	5,240 -148	-3%	-$14K	0.32%	43
2024 Q3	$525K	Buy	5,388 +81	+2%	+$7.46K	0.36%	40
2024 Q2	$452K	Sell	5,307 -10	-0.2%	-$826	0.33%	41
2024 Q1	$460K	Buy	5,317 +3	+0.1%	+$256	0.36%	42
2023 Q4	$470K	Buy	+5,314	New	+$421K	0.39%	46

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

ROI Financial Advisors's VNQ Position: Q1 2026 in Review

ROI Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 2.3% in Q1 2026, selling an estimated $8.34K and leaving 3,851 shares worth $342K. The position accounts for 0.2% of the portfolio, ranked #54.

ROI Financial Advisors first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $525K in Q3 2024. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

ROI Financial Advisors held 3,851 shares of Vanguard Real Estate ETF worth $342K as of Q1 2026.
ROI Financial Advisors sold 91 Vanguard Real Estate ETF shares in Q1 2026, an estimated $8.34K.
Vanguard Real Estate ETF made up 0.2% of ROI Financial Advisors's portfolio in Q1 2026, its #54 holding.
ROI Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
ROI Financial Advisors's Vanguard Real Estate ETF position peaked at $525K in Q3 2024.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.