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

Silver Oak Securities’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 		$237K Buy
2,462
+59
+2% +$5.64K 0.01% 699
2026
Q1 		$213K Sell
2,403
-895
-27% -$82.1K 0.02% 713
2025
Q4 		$294K Sell
3,298
-22
-0.7% -$1.98K 0.02% 641
2025
Q3 		$303K Sell
3,320
-2,593
-44% -$235K 0.02% 576
2025
Q2 		$527K Buy
5,913
+1,990
+51% +$176K 0.04% 396
2025
Q1 		$352K Sell
3,923
-5,445
-58% -$494K 0.03% 460
2024
Q4 		$827K Buy
9,368
+2,217
+31% +$209K 0.08% 268
2024
Q3 		$691K Buy
+7,151
New +$658K 0.07% 275
2024
Q2 		– Sell
-11,593
Closed -$1M – 530
2024
Q1 		$1M Sell
11,593
-1,733
-13% -$148K 0.15% 143
2023
Q4 		$1.18M Buy
13,326
+9,356
+236% +$741K 0.16% 149
2023
Q3 		$300K Sell
3,970
-1,745
-31% -$144K 0.07% 229
2023
Q2 		$478K Buy
5,715
+74
+1% +$6.06K 0.08% 233
2023
Q1 		$468K Sell
5,641
-47
-0.8% -$4.04K 0.08% 200
2022
Q4 		$469K Buy
5,688
+1,718
+43% +$142K 0.09% 164
2022
Q3 		$300K Sell
3,970
-96
-2% -$8.98K 0.07% 229
2022
Q2 		$384K Sell
4,066
-3,918
-49% -$391K 0.09% 162
2022
Q1 		$877K Buy
+7,984
New +$845K 0.18% 119

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 Securities's VNQ Position: Q2 2026 in Review

Silver Oak Securities increased its Vanguard Real Estate ETF (VNQ) stake by 2.5% in Q2 2026, buying an estimated $5.64K and bringing the position to 2,462 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #699.

Silver Oak Securities first reported a position in VNQ in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.18M in Q4 2023. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Silver Oak Securities held 2,462 shares of Vanguard Real Estate ETF worth $237K as of Q2 2026.
  • Silver Oak Securities bought 59 Vanguard Real Estate ETF shares in Q2 2026, an estimated $5.64K.
  • Vanguard Real Estate ETF made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #699 holding.
  • Silver Oak Securities first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's Vanguard Real Estate ETF position peaked at $1.18M in Q4 2023.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.