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Tobias Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Tobias Financial 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 		$18.3M Buy
190,223
+2,714
+1% +$259K 2.33% 13
2026
Q1 		$16.6M Buy
187,509
+11,897
+7% +$1.09M 2.32% 14
2025
Q4 		$15.5M Buy
+175,612
New +$15.8M 2.2% 14
2025
Q2 		– Sell
-2,518
Closed -$228K – 126
2025
Q1 		$228K Sell
2,518
-307
-11% -$27.9K 0.04% 105
2024
Q4 		$252K Buy
+2,825
New +$267K 0.05% 93
2022
Q1 		– Sell
-12,355
Closed -$1.43M – 125
2021
Q4 		$1.43M Buy
+12,355
New +$1.35M 0.11% 63
2020
Q1 		– Sell
-212
Closed -$19K – 286
2019
Q4 		$19K Buy
+212
New +$19.6K 0.01% 151

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

Tobias Financial Advisors's VNQ Position: Q2 2026 in Review

Tobias Financial Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 1.4% in Q2 2026, buying an estimated $259K and bringing the position to 190,223 shares worth $18.3M. The position accounts for 2.33% of the portfolio, ranked #13.

Tobias Financial Advisors first reported a position in VNQ in Q4 2019 and has held it in 7 quarters since. 1,800 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Tobias Financial Advisors held 190,223 shares of Vanguard Real Estate ETF worth $18.3M as of Q2 2026.
  • Tobias Financial Advisors bought 2,714 Vanguard Real Estate ETF shares in Q2 2026, an estimated $259K.
  • Vanguard Real Estate ETF made up 2.33% of Tobias Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Tobias Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 7 quarters since.
  • 1,800 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.