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 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 $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 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 $1.47T AUM 27.86% 1-Year Est. Return

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