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

TrustWell 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 		– Sell
-2,353
Closed -$208K – 72
2025
Q4 		$208K Buy
+2,353
New +$211K 0.2% 64

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Creative Planning
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Bank of America
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

TrustWell Financial Advisors's VNQ Position: Q1 2026 in Review

TrustWell Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 2,353 shares — an estimated $208K sold.

TrustWell Financial Advisors first reported a position in VNQ in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 1,787 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • TrustWell Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • TrustWell Financial Advisors sold 2,353 Vanguard Real Estate ETF shares in Q1 2026, an estimated $208K.
  • TrustWell Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • TrustWell Financial Advisors's Vanguard Real Estate ETF position peaked at $208K in Q4 2025.
  • 1,787 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on TrustWell Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.