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SC&H Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

SC&H 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
Q3 		$202K Sell
2,250
-531
-19% -$51.4K 0.03% 157
2026
Q2 		$268K Buy
2,781
+8
+0.3% +$765 0.04% 138
2026
Q1 		$246K Buy
2,773
+9
+0.3% +$825 0.04% 137
2025
Q4 		$245K Sell
2,764
-38
-1% -$3.42K 0.04% 140
2025
Q3 		$256K Buy
2,802
+22
+0.8% +$2K 0.04% 131
2025
Q2 		$248K Buy
2,780
+157
+6% +$13.8K 0.04% 134
2025
Q1 		$238K Sell
2,623
-12
-0.5% -$1.09K 0.05% 135
2024
Q4 		$235K Buy
2,635
+38
+1% +$3.59K 0.05% 136
2024
Q3 		$253K Sell
2,597
-30
-1% -$2.76K 0.06% 134
2024
Q2 		$220K Hold
2,627
– – 0.05% 135
2024
Q1 		$227K Sell
2,627
-49
-2% -$4.19K 0.06% 132
2023
Q4 		$236K Buy
+2,676
New +$212K 0.07% 128
2023
Q3 		– Sell
-2,609
Closed -$218K – 138
2023
Q2 		$218K Sell
2,609
-73
-3% -$5.98K 0.07% 127
2023
Q1 		$223K Buy
+2,682
New +$230K 0.08% 124

Other funds holding VNQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
DF
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SC&H Financial Advisors's VNQ Position: Q3 2026 in Review

SC&H Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 19% in Q3 2026, selling an estimated $51.4K and leaving 2,250 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #157.

SC&H Financial Advisors first reported a position in VNQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $268K in Q2 2026. 224 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • SC&H Financial Advisors held 2,250 shares of Vanguard Real Estate ETF worth $202K as of Q3 2026.
  • SC&H Financial Advisors sold 531 Vanguard Real Estate ETF shares in Q3 2026, an estimated $51.4K.
  • Vanguard Real Estate ETF made up 0.03% of SC&H Financial Advisors's portfolio in Q3 2026, its #157 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • SC&H Financial Advisors's Vanguard Real Estate ETF position peaked at $268K in Q2 2026.
  • 224 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.