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Strategic Wealth Investment Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Strategic Wealth Investment 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
Q1 		$16.2M Buy
182,200
+4,530
+3% +$415K 2.05% 15
2025
Q4 		$15.7M Sell
177,670
-52,674
-23% -$4.73M 1.93% 16
2025
Q3 		$21.1M Buy
230,344
+222,573
+2,864% +$20.2M 1.77% 16
2025
Q2 		$692K Buy
7,771
+595
+8% +$52.5K 1% 33
2025
Q1 		$650K Sell
7,176
-94,476
-93% -$8.57M 1.13% 32
2024
Q4 		$9.06M Sell
101,652
-3,016
-3% -$285K 1% 37
2024
Q3 		$10.1M Sell
104,668
-12,830
-11% -$1.18M 1.09% 36
2024
Q2 		$9.75M Buy
+117,498
New +$9.7M 1.23% 25
2023
Q4 		$5.8M Buy
65,641
+6,394
+11% +$507K 0.87% 37
2023
Q3 		$4.48M Buy
59,247
+2,884
+5% +$238K 0.81% 43
2023
Q2 		$4.71M Buy
56,363
+9,788
+21% +$802K 0.75% 41
2023
Q1 		$3.87M Buy
46,575
+8,174
+21% +$702K 0.72% 40
2022
Q4 		$3.35M Buy
38,401
+2,595
+7% +$215K 0.77% 38
2022
Q3 		$2.87M Buy
35,806
+3,926
+12% +$367K 0.83% 37
2022
Q2 		$2.9M Sell
31,880
-5,995
-16% -$598K 0.73% 43
2022
Q1 		$4.1M Buy
37,875
+1,112
+3% +$118K 0.98% 32
2021
Q4 		$4.26M Buy
36,763
+3,302
+10% +$361K 1.11% 26
2021
Q3 		$3.39M Buy
33,461
+3,584
+12% +$380K 1.01% 32
2021
Q2 		$3.04M Buy
29,877
+2,961
+11% +$294K 1.08% 25
2021
Q1 		$2.47M Buy
26,916
+3,123
+13% +$274K 1.19% 22
2020
Q4 		$2.02M Buy
23,793
+3,803
+19% +$315K 1.18% 18
2020
Q3 		$1.58M Buy
19,990
+2,034
+11% +$163K 1.19% 22
2020
Q2 		$1.41M Sell
17,956
-10,014
-36% -$759K 1.38% 20
2020
Q1 		$1.95M Buy
27,970
+3,364
+14% +$295K 3.18% 11
2019
Q4 		$2.28M Buy
+24,606
New +$2.28M 2.37% 14

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Strategic Wealth Investment Group's VNQ Position: Q1 2026 in Review

Strategic Wealth Investment Group increased its Vanguard Real Estate ETF (VNQ) stake by 2.5% in Q1 2026, buying an estimated $415K and bringing the position to 182,200 shares worth $16.2M. The position accounts for 2.05% of the portfolio, ranked #15.

Strategic Wealth Investment Group first reported a position in VNQ in Q4 2019 and has held it in 25 quarters since. The position peaked at $21.1M in Q3 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Strategic Wealth Investment Group held 182,200 shares of Vanguard Real Estate ETF worth $16.2M as of Q1 2026.
  • Strategic Wealth Investment Group bought 4,530 Vanguard Real Estate ETF shares in Q1 2026, an estimated $415K.
  • Vanguard Real Estate ETF made up 2.05% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #15 holding.
  • Strategic Wealth Investment Group first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 25 quarters since.
  • Strategic Wealth Investment Group's Vanguard Real Estate ETF position peaked at $21.1M in Q3 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.