Valley National Advisers’s Vanguard Real Estate ETF VNQ Stock Holding History

Valley National Advisers’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	$234K	Hold	2,423	–	–	0.03%	239
2026 Q1	$214K	Hold	2,423	–	–	0.03%	241
2025 Q4	$214K	Hold	2,423	–	–	0.03%	238
2025 Q3	$221K	Hold	2,423	–	–	0.03%	223
2025 Q2	$215K	Hold	2,423	–	–	0.04%	232
2025 Q1	$219K	Hold	2,423	–	–	0.04%	226
2024 Q4	$215K	Hold	2,423	–	–	0.04%	218
2024 Q3	$236K	Hold	2,423	–	–	0.04%	221
2024 Q2	$202K	Hold	2,423	–	–	0.03%	235
2024 Q1	$209K	Hold	2,423	–	–	0.03%	239
2023 Q4	$214K	Sell	2,423 -21	-0.9%	-$1.66K	0.03%	234
2023 Q3	$185K	Buy	2,444 +21	+0.9%	+$1.73K	0.03%	247
2023 Q2	$203K	Hold	2,423	–	–	0.03%	240
2023 Q1	$199K	Hold	2,423	–	–	0.04%	242
2022 Q4	$212K	Sell	2,423 -28	-1%	-$2.32K	0.04%	236
2022 Q3	$196K	Hold	2,451	–	–	0.04%	240
2022 Q2	$227K	Hold	2,451	–	–	0.05%	211
2022 Q1	$266K	Hold	2,451	–	–	0.05%	202
2021 Q4	$284K	Hold	2,451	–	–	0.05%	197
2021 Q3	$249K	Hold	2,451	–	–	0.05%	200
2021 Q2	$249K	Hold	2,451	–	–	0.05%	199
2021 Q1	$225K	Hold	2,451	–	–	0.04%	203
2020 Q4	$208K	Hold	2,451	–	–	0.04%	193
2020 Q3	$194K	Sell	2,451 -162	-6%	-$13K	0.04%	177
2020 Q2	$205K	Hold	2,613	–	–	0.05%	181
2020 Q1	$183K	Hold	2,613	–	–	0.05%	177
2019 Q4	$242K	Buy	2,613 +162	+7%	+$15K	0.06%	180
2019 Q3	$229K	Buy	2,451 +2,282	+1,350%	+$207K	0.06%	179
2019 Q2	$15K	Hold	169	–	–	﹤0.01%	441
2019 Q1	$15K	Hold	169	–	–	﹤0.01%	435
2018 Q4	$13K	Hold	169	–	–	﹤0.01%	426
2018 Q3	$14K	Sell	169 -3	-2%	-$247	﹤0.01%	407
2018 Q2	$14K	Sell	172 -5	-3%	-$387	0.01%	388
2018 Q1	$13K	Buy	177 +3	+2%	+$230	﹤0.01%	382
2017 Q4	$14K	Hold	174	–	–	﹤0.01%	377
2017 Q3	$14K	Buy	174 +5	+3%	+$418	﹤0.01%	371
2017 Q2	$14K	Hold	169	–	–	0.01%	367
2017 Q1	$14K	Hold	169	–	–	0.01%	363
2016 Q4	$14K	Hold	169	–	–	0.01%	371
2016 Q3	$15K	Hold	169	–	–	0.01%	333
2016 Q2	$15K	Hold	169	–	–	0.01%	342
2016 Q1	$14K	Sell	169 -77	-31%	-$5.99K	0.01%	347
2015 Q4	$20K	Buy	246 +77	+46%	+$6.09K	0.01%	298
2015 Q3	$13K	Sell	169 -1,523	-90%	-$117K	0.01%	348
2015 Q2	$126K	Hold	1,692	–	–	0.07%	167
2015 Q1	$143K	Buy	1,692 +322	+24%	+$27.3K	0.08%	147
2014 Q4	$88K	Buy	+1,370	New	+$107K	0.07%	136

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Valley National Advisers's VNQ Position: Q2 2026 in Review

Valley National Advisers held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 2,423 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #239.

Valley National Advisers first reported a position in VNQ in Q4 2014 and has held it in 47 quarters since. The position peaked at $284K in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Valley National Advisers held 2,423 shares of Vanguard Real Estate ETF worth $234K as of Q2 2026.
Valley National Advisers left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.03% of Valley National Advisers's portfolio in Q2 2026, its #239 holding.
Valley National Advisers first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 47 quarters since.
Valley National Advisers's Vanguard Real Estate ETF position peaked at $284K in Q4 2021.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.