VFG
VNQ icon

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
Q2 		$612K Sell
6,342
-197
-3% -$18.8K 0.3% 32
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
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

Valley Financial Group's VNQ Position: Q2 2026 in Review

Valley Financial Group reduced its Vanguard Real Estate ETF (VNQ) stake by 3% in Q2 2026, selling an estimated $18.8K and leaving 6,342 shares worth $612K. The position accounts for 0.3% of the portfolio, ranked #32.

Valley Financial Group first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q3 2024. 1,806 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Valley Financial Group held 6,342 shares of Vanguard Real Estate ETF worth $612K as of Q2 2026.
  • Valley Financial Group sold 197 Vanguard Real Estate ETF shares in Q2 2026, an estimated $18.8K.
  • Vanguard Real Estate ETF made up 0.3% of Valley Financial Group's portfolio in Q2 2026, its #32 holding.
  • Valley Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Valley Financial Group's Vanguard Real Estate ETF position peaked at $1.22M in Q3 2024.
  • 1,806 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.