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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
Q2 		$2.49M Sell
25,838
-1,635
-6% -$156K 0.05% 286
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
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

Savvy Advisors Inc's VNQ Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Vanguard Real Estate ETF (VNQ) stake by 6% in Q2 2026, selling an estimated $156K and leaving 25,838 shares worth $2.49M. The position accounts for 0.05% of the portfolio, ranked #286.

Savvy Advisors Inc first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.5M in Q4 2025. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Savvy Advisors Inc held 25,838 shares of Vanguard Real Estate ETF worth $2.49M as of Q2 2026.
  • Savvy Advisors Inc sold 1,635 Vanguard Real Estate ETF shares in Q2 2026, an estimated $156K.
  • Vanguard Real Estate ETF made up 0.05% of Savvy Advisors Inc's portfolio in Q2 2026, its #286 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Savvy Advisors Inc's Vanguard Real Estate ETF position peaked at $2.5M in Q4 2025.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.