Savvy Advisors Inc’s Vanguard Real Estate ETF VNQ Stock Holding History

Savvy Advisors Inc’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	$2.44M	Sell	27,473 -803	-3%	-$73.6K	0.07%	235
2025 Q4	$2.5M	Buy	28,276 +17,941	+174%	+$1.61M	0.08%	191
2025 Q3	$945K	Buy	10,335 +2,182	+27%	+$198K	0.04%	278
2025 Q2	$726K	Buy	8,153 +846	+12%	+$74.6K	0.05%	276
2025 Q1	$662K	Buy	7,307 +2,525	+53%	+$229K	0.07%	235
2024 Q4	$426K	Buy	4,782 +912	+24%	+$86.2K	0.05%	270
2024 Q3	$377K	Sell	3,870 -1,634	-30%	-$150K	0.08%	217
2024 Q2	$461K	Sell	5,504 -701	-11%	-$57.9K	0.15%	150
2024 Q1	$537K	Sell	6,205 -463	-7%	-$39.6K	0.31%	83
2023 Q4	$589K	Buy	+6,668	New	+$528K	0.57%	48

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

Savvy Advisors Inc's VNQ Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Vanguard Real Estate ETF (VNQ) stake by 2.8% in Q1 2026, selling an estimated $73.6K and leaving 27,473 shares worth $2.44M. The position accounts for 0.07% of the portfolio, ranked #235.

Savvy Advisors Inc first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.5M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Savvy Advisors Inc held 27,473 shares of Vanguard Real Estate ETF worth $2.44M as of Q1 2026.
Savvy Advisors Inc sold 803 Vanguard Real Estate ETF shares in Q1 2026, an estimated $73.6K.
Vanguard Real Estate ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q1 2026, its #235 holding.
Savvy Advisors Inc first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Savvy Advisors Inc's Vanguard Real Estate ETF position peaked at $2.5M in Q4 2025.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.