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

Valley 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	$580K	Buy	6,539 +28	+0.4%	+$2.57K	0.31%	31
2025 Q4	$576K	Sell	6,511 -5,410	-45%	-$486K	0.32%	32
2025 Q3	$1.09M	Sell	11,921 -11	-0.1%	-$998	0.62%	25
2025 Q2	$1.06M	Buy	11,932 +240	+2%	+$21.2K	0.64%	25
2025 Q1	$1.06M	Sell	11,692 -247	-2%	-$22.4K	0.7%	26
2024 Q4	$1.06M	Sell	11,939 -575	-5%	-$54.3K	0.74%	26
2024 Q3	$1.22M	Sell	12,514 -67	-0.5%	-$6.17K	0.85%	26
2024 Q2	$1.05M	Buy	12,581 +75	+0.6%	+$6.19K	0.77%	24
2024 Q1	$1.08M	Sell	12,506 -12	-0.1%	-$1.02K	0.82%	24
2023 Q4	$1.11M	Buy	+12,518	New	+$992K	0.87%	25

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

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

Valley Financial Group increased its Vanguard Real Estate ETF (VNQ) stake by 0.43% in Q1 2026, buying an estimated $2.57K and bringing the position to 6,539 shares worth $580K. The position accounts for 0.31% of the portfolio, ranked #31.

Valley Financial Group first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.22M in Q3 2024. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Valley Financial Group held 6,539 shares of Vanguard Real Estate ETF worth $580K as of Q1 2026.
Valley Financial Group bought 28 Vanguard Real Estate ETF shares in Q1 2026, an estimated $2.57K.
Vanguard Real Estate ETF made up 0.31% of Valley Financial Group's portfolio in Q1 2026, its #31 holding.
Valley Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Valley Financial Group's Vanguard Real Estate ETF position peaked at $1.22M in Q3 2024.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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