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SOAG
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
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
$6.11M
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
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
$1.47T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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