SFG
VNQ icon

Somnio Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Somnio Financial 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 		$13.9M Buy
144,002
+2,788
+2% +$266K 8.23% 5
2026
Q1 		$12.5M Buy
141,214
+4,125
+3% +$378K 8.23% 5
2025
Q4 		$12.1M Buy
137,089
+7,145
+5% +$642K 8.02% 5
2025
Q3 		$11.9M Buy
129,944
+4,361
+3% +$396K 8.05% 5
2025
Q2 		$11.2M Buy
+125,583
New +$11.1M 8% 5
2024
Q4 		$10.2M Buy
114,048
+4,184
+4% +$395K 8.13% 5
2024
Q3 		$10.7M Sell
109,864
-388
-0.4% -$35.7K 8.74% 4
2024
Q2 		$9.23M Buy
+110,252
New +$9.1M 8.15% 5

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

Somnio Financial Group's VNQ Position: Q2 2026 in Review

Somnio Financial Group increased its Vanguard Real Estate ETF (VNQ) stake by 2% in Q2 2026, buying an estimated $266K and bringing the position to 144,002 shares worth $13.9M. The position accounts for 8.23% of the portfolio, ranked #5.

Somnio Financial Group first reported a position in VNQ in Q2 2024 and has held it in 8 quarters since. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Somnio Financial Group held 144,002 shares of Vanguard Real Estate ETF worth $13.9M as of Q2 2026.
  • Somnio Financial Group bought 2,788 Vanguard Real Estate ETF shares in Q2 2026, an estimated $266K.
  • Vanguard Real Estate ETF made up 8.23% of Somnio Financial Group's portfolio in Q2 2026, its #5 holding.
  • Somnio Financial Group first reported a position in Vanguard Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Somnio Financial Group's 13F filing for Q2 2026, filed 6 Jul 2026.