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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
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 		$6.11M 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
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

Silver Oak Advisory Group's VNQ Position: Q2 2026 in Review

Silver Oak Advisory Group increased its Vanguard Real Estate ETF (VNQ) stake by 0.94% in Q2 2026, buying an estimated $74K and bringing the position to 83,058 shares worth $8.01M. The position accounts for 3.16% of the portfolio, ranked #9.

Silver Oak Advisory Group first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. 1,806 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Silver Oak Advisory Group held 83,058 shares of Vanguard Real Estate ETF worth $8.01M as of Q2 2026.
  • Silver Oak Advisory Group bought 774 Vanguard Real Estate ETF shares in Q2 2026, an estimated $74K.
  • Vanguard Real Estate ETF made up 3.16% of Silver Oak Advisory Group's portfolio in Q2 2026, its #9 holding.
  • Silver Oak Advisory Group first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,806 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.