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

Synergy 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 Q1	$368K	Buy	4,145 +800	+24%	+$73.4K	0.28%	78
2025 Q4	$296K	Hold	3,345	–	–	0.21%	85
2025 Q3	$306K	Hold	3,345	–	–	0.21%	87
2025 Q2	$298K	Hold	3,345	–	–	0.22%	84
2025 Q1	$303K	Hold	3,345	–	–	0.27%	75
2024 Q4	$298K	Hold	3,345	–	–	0.25%	73
2024 Q3	$326K	Buy	3,345 +13	+0.4%	+$1.2K	0.31%	57
2024 Q2	$279K	Hold	3,332	–	–	0.29%	65
2024 Q1	$288K	Hold	3,332	–	–	0.32%	63
2023 Q4	$294K	Hold	3,332	–	–	0.36%	62
2023 Q3	$252K	Hold	3,332	–	–	0.35%	65
2023 Q2	$278K	Hold	3,332	–	–	0.38%	58
2023 Q1	$277K	Hold	3,332	–	–	0.45%	55
2022 Q4	$275K	Buy	3,332 +64	+2%	+$5.31K	0.54%	54
2022 Q3	$262K	Buy	+3,268	New	+$306K	0.39%	68

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

Synergy Financial Group's VNQ Position: Q1 2026 in Review

Synergy Financial Group increased its Vanguard Real Estate ETF (VNQ) stake by 24% in Q1 2026, buying an estimated $73.4K and bringing the position to 4,145 shares worth $368K. The position accounts for 0.28% of the portfolio, ranked #78.

Synergy Financial Group first reported a position in VNQ in Q3 2022 and has held it in 15 quarters since. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Synergy Financial Group held 4,145 shares of Vanguard Real Estate ETF worth $368K as of Q1 2026.
Synergy Financial Group bought 800 Vanguard Real Estate ETF shares in Q1 2026, an estimated $73.4K.
Vanguard Real Estate ETF made up 0.28% of Synergy Financial Group's portfolio in Q1 2026, its #78 holding.
Synergy Financial Group first reported a position in Vanguard Real Estate ETF in Q3 2022 and has held it in 15 quarters since.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.