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

Uptown 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	$916K	Buy	9,499 +105	+1%	+$10K	0.6%	29
2026 Q1	$833K	Buy	9,394 +1,293	+16%	+$119K	0.66%	28
2025 Q4	$717K	Buy	8,101 +789	+11%	+$70.9K	0.51%	32
2025 Q3	$669K	Buy	7,312 +15	+0.2%	+$1.36K	0.55%	32
2025 Q2	$650K	Sell	7,297 -59	-0.8%	-$5.2K	0.56%	32
2025 Q1	$666K	Buy	7,356 +164	+2%	+$14.9K	0.68%	32
2024 Q4	$641K	Buy	+7,192	New	+$680K	0.69%	29

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

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

Uptown Financial Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 1.1% in Q2 2026, buying an estimated $10K and bringing the position to 9,499 shares worth $916K. The position accounts for 0.6% of the portfolio, ranked #29.

Uptown Financial Advisors first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 509 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Uptown Financial Advisors held 9,499 shares of Vanguard Real Estate ETF worth $916K as of Q2 2026.
Uptown Financial Advisors bought 105 Vanguard Real Estate ETF shares in Q2 2026, an estimated $10K.
Vanguard Real Estate ETF made up 0.6% of Uptown Financial Advisors's portfolio in Q2 2026, its #29 holding.
Uptown Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
509 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.