Silver Oak Advisory Group
VNQ icon

Silver Oak Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Silver Oak Advisory Group’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 		$7.51M Buy
83,841
+783
+0.9% +$75.8K 2.91% 11
2026
Q2 		$8.01M Buy
83,058
+774
+0.9% +$74K 3.16% 9
2026
Q1 		$7.3M Buy
82,284
+6,752
+9% +$619K 3.15% 9
2025
Q4 		$6.68M Buy
75,532
+836
+1% +$75.1K 3.02% 10
2025
Q3 		$6.83M Buy
74,696
+2,896
+4% +$263K 3.09% 9
2025
Q2 		$6.39M Buy
71,800
+1,084
+2% +$95.6K 3.1% 9
2025
Q1 		$6.4M Buy
70,716
+101
+0.1% +$9.17K 3.4% 9
2024
Q4 		$6.29M Buy
70,615
+219
+0.3% +$20.7K 3.33% 9
2024
Q3 		$6.86M Buy
70,396
+248
+0.4% +$22.8K 3.52% 9
2024
Q2 		$5.88M Sell
70,148
-5,214
-7% -$431K 3.26% 9
2024
Q1 		$6.52M Sell
75,362
-4,262
-5% -$364K 3.66% 9
2023
Q4 		$7.04M Buy
79,624
+1,591
+2% +$126K 4.13% 9
2023
Q3 		$5.9M Sell
78,033
-1,463
-2% -$121K 3.82% 9
2023
Q2 		$6.64M Buy
79,496
+3,518
+5% +$288K 4.34% 9
2023
Q1 		$6.31M Buy
75,978
+1,956
+3% +$168K 4.24% 9
2022
Q4 		$6.1M Buy
74,022
+2,528
+4% +$210K 4.3% 9
2022
Q3 		$5.73M Buy
71,494
+2,484
+4% +$232K 4.3% 9
2022
Q2 		$6.29M Sell
69,010
-162
-0.2% -$16.1K 4.46% 7
2022
Q1 		$7.5M Buy
69,172
+2,619
+4% +$277K 4.89% 6
2021
Q4 		$7.72M Buy
+66,553
New +$7.27M 4.89% 6

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Silver Oak Advisory Group's VNQ Position: Q3 2026 in Review

Silver Oak Advisory Group increased its Vanguard Real Estate ETF (VNQ) stake by 0.94% in Q3 2026, buying an estimated $75.8K and bringing the position to 83,841 shares worth $7.51M. The position accounts for 2.91% of the portfolio, ranked #11.

Silver Oak Advisory Group first reported a position in VNQ in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.01M in Q2 2026. 1,250 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Silver Oak Advisory Group held 83,841 shares of Vanguard Real Estate ETF worth $7.51M as of Q3 2026.
  • Silver Oak Advisory Group bought 783 Vanguard Real Estate ETF shares in Q3 2026, an estimated $75.8K.
  • Vanguard Real Estate ETF made up 2.91% of Silver Oak Advisory Group's portfolio in Q3 2026, its #11 holding.
  • Silver Oak Advisory Group first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 20 quarters since.
  • Silver Oak Advisory Group's Vanguard Real Estate ETF position peaked at $8.01M in Q2 2026.
  • 1,250 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.