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

Strata 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 Q1	$524K	Sell	5,905 -154	-3%	-$14.1K	0.14%	51
2025 Q4	$536K	Sell	6,059 -308	-5%	-$27.7K	0.15%	48
2025 Q3	$582K	Sell	6,367 -597	-9%	-$54.2K	0.15%	54
2025 Q2	$620K	Buy	6,964 +821	+13%	+$72.4K	0.17%	45
2025 Q1	$556K	Sell	6,143 -2,414	-28%	-$219K	0.17%	45
2024 Q4	$762K	Sell	8,557 -537	-6%	-$50.7K	0.24%	42
2024 Q3	$886K	Buy	9,094 +124	+1%	+$11.4K	0.28%	37
2024 Q2	$751K	Buy	8,970 +533	+6%	+$44K	0.26%	36
2024 Q1	$730K	Buy	8,437 +960	+13%	+$82K	0.26%	39
2023 Q4	$661K	Buy	7,477 +536	+8%	+$42.5K	0.26%	39
2023 Q3	$525K	Buy	+6,941	New	+$572K	0.25%	30
2023 Q1	$514K	Buy	6,195 +1,204	+24%	+$103K	0.27%	29
2022 Q4	$412K	Buy	+4,991	New	+$414K	0.23%	36

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Strata Wealth Advisors's VNQ Position: Q1 2026 in Review

Strata Wealth Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 2.5% in Q1 2026, selling an estimated $14.1K and leaving 5,905 shares worth $524K. The position accounts for 0.14% of the portfolio, ranked #51.

Strata Wealth Advisors first reported a position in VNQ in Q4 2022 and has held it in 13 quarters since. The position peaked at $886K in Q3 2024. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Strata Wealth Advisors held 5,905 shares of Vanguard Real Estate ETF worth $524K as of Q1 2026.
Strata Wealth Advisors sold 154 Vanguard Real Estate ETF shares in Q1 2026, an estimated $14.1K.
Vanguard Real Estate ETF made up 0.14% of Strata Wealth Advisors's portfolio in Q1 2026, its #51 holding.
Strata Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 13 quarters since.
Strata Wealth Advisors's Vanguard Real Estate ETF position peaked at $886K in Q3 2024.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.