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Soltis Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Soltis Investment 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 		$3.38M Buy
35,091
+2,129
+6% +$203K 0.19% 117
2026
Q1 		$2.92M Buy
32,962
+807
+3% +$74K 0.18% 124
2025
Q4 		$2.85M Sell
32,155
-5,083
-14% -$457K 0.19% 121
2025
Q3 		$3.4M Buy
37,238
+3,390
+10% +$307K 0.24% 102
2025
Q2 		$3.01M Buy
33,848
+928
+3% +$81.8K 0.24% 102
2025
Q1 		$2.98M Sell
32,920
-2,562
-7% -$233K 0.27% 96
2024
Q4 		$3.16M Sell
35,482
-5,481
-13% -$518K 0.29% 94
2024
Q3 		$3.99M Sell
40,963
-23,900
-37% -$2.2M 0.39% 75
2024
Q2 		$5.43M Sell
64,863
-1,583
-2% -$131K 0.58% 51
2024
Q1 		$5.75M Buy
66,446
+1,478
+2% +$126K 0.64% 46
2023
Q4 		$5.74M Sell
64,968
-5,748
-8% -$456K 0.65% 46
2023
Q3 		$5.35M Buy
70,716
+1,214
+2% +$100K 0.69% 43
2023
Q2 		$5.81M Buy
69,502
+24,522
+55% +$2.01M 0.68% 39
2023
Q1 		$3.74M Sell
44,980
-109,224
-71% -$9.38M 0.48% 58
2022
Q4 		$12.7M Buy
154,204
+89,424
+138% +$7.41M 1.67% 13
2022
Q3 		$5.19M Sell
64,780
-203
-0.3% -$19K 0.78% 26
2022
Q2 		$5.92M Buy
64,983
+3,461
+6% +$345K 0.86% 25
2022
Q1 		$6.67M Buy
61,522
+1,774
+3% +$188K 0.93% 20
2021
Q4 		$6.93M Buy
59,748
+86
+0.1% +$9.39K 0.98% 19
2021
Q3 		$6.07M Buy
59,662
+40,688
+214% +$4.32M 0.94% 21
2021
Q2 		$1.93M Buy
18,974
+5,837
+44% +$579K 0.31% 68
2021
Q1 		$1.21M Buy
13,137
+6,383
+95% +$561K 0.22% 91
2020
Q4 		$574K Buy
6,754
+176
+3% +$14.6K 0.11% 130
2020
Q3 		$519K Buy
6,578
+627
+11% +$50.3K 0.12% 123
2020
Q2 		$467K Buy
5,951
+324
+6% +$24.6K 0.12% 121
2020
Q1 		$393K Sell
5,627
-283
-5% -$24.9K 0.12% 92
2019
Q4 		$548K Buy
+5,910
New +$547K 0.11% 84

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

Soltis Investment Advisors's VNQ Position: Q2 2026 in Review

Soltis Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 6.5% in Q2 2026, buying an estimated $203K and bringing the position to 35,091 shares worth $3.38M. The position accounts for 0.19% of the portfolio, ranked #117.

Soltis Investment Advisors first reported a position in VNQ in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.7M in Q4 2022. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Soltis Investment Advisors held 35,091 shares of Vanguard Real Estate ETF worth $3.38M as of Q2 2026.
  • Soltis Investment Advisors bought 2,129 Vanguard Real Estate ETF shares in Q2 2026, an estimated $203K.
  • Vanguard Real Estate ETF made up 0.19% of Soltis Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • Soltis Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's Vanguard Real Estate ETF position peaked at $12.7M in Q4 2022.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.