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SOA Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

SOA Wealth 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
Q2 		$54K Hold
560
– – 0.01% 376
2026
Q1 		$49.7K Buy
560
+333
+147% +$30.5K 0.01% 367
2025
Q4 		$20.1K Hold
227
– – ﹤0.01% 502
2025
Q3 		$20.8K Sell
227
-54
-19% -$4.9K ﹤0.01% 510
2025
Q2 		$25K Buy
281
+54
+24% +$4.76K ﹤0.01% 463
2025
Q1 		$20.6K Hold
227
– – ﹤0.01% 471
2024
Q4 		$20.2K Hold
227
– – ﹤0.01% 453
2024
Q3 		$22.1K Hold
227
– – ﹤0.01% 436
2024
Q2 		$19K Hold
227
– – ﹤0.01% 450
2024
Q1 		$19.6K Buy
227
+210
+1,235% +$17.9K ﹤0.01% 446
2023
Q4 		$1.5K Sell
17
-237
-93% -$18.8K ﹤0.01% 722
2023
Q3 		$19.2K Sell
254
-37
-13% -$3.05K ﹤0.01% 429
2023
Q2 		$24.3K Sell
291
-93
-24% -$7.62K 0.01% 403
2023
Q1 		$31.9K Hold
384
– – 0.01% 344
2022
Q4 		$31.7K Sell
384
-100
-21% -$8.29K 0.01% 339
2022
Q3 		$38K Buy
484
+100
+26% +$9.35K 0.01% 297
2022
Q2 		$34K Hold
384
– – 0.01% 307
2022
Q1 		$41K Hold
384
– – 0.01% 334
2021
Q4 		$44K Buy
384
+17
+5% +$1.86K 0.01% 314
2021
Q3 		$37K Buy
367
+237
+182% +$25.1K 0.01% 355
2021
Q2 		$13K Hold
130
– – ﹤0.01% 536
2021
Q1 		$11K Hold
130
– – ﹤0.01% 502
2020
Q4 		$11K Buy
+130
New +$10.8K ﹤0.01% 505

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

SOA Wealth Advisors's VNQ Position: Q2 2026 in Review

SOA Wealth Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 560 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #376.

SOA Wealth Advisors first reported a position in VNQ in Q4 2020 and has held it in 23 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • SOA Wealth Advisors held 560 shares of Vanguard Real Estate ETF worth $54K as of Q2 2026.
  • SOA Wealth Advisors left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #376 holding.
  • SOA Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.