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

Walkner Condon 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 		$1.36M Sell
14,105
-232
-2% -$22.2K 0.16% 109
2026
Q1 		$1.27M Buy
14,337
+830
+6% +$76.1K 0.17% 106
2025
Q4 		$1.19M Buy
13,507
+601
+5% +$54K 0.17% 103
2025
Q3 		$1.18M Sell
12,906
-1,555
-11% -$141K 0.19% 100
2025
Q2 		$1.29M Sell
14,461
-908
-6% -$80.1K 0.24% 83
2025
Q1 		$1.39M Sell
15,369
-656
-4% -$59.5K 0.28% 79
2024
Q4 		$1.43M Sell
16,025
-426
-3% -$40.3K 0.29% 75
2024
Q3 		$1.6M Sell
16,451
-94
-0.6% -$8.65K 0.33% 67
2024
Q2 		$1.39M Sell
16,545
-1,119
-6% -$92.4K 0.3% 76
2024
Q1 		$1.53M Sell
17,664
-198
-1% -$16.9K 0.32% 73
2023
Q4 		$1.58M Sell
17,862
-1,294
-7% -$103K 0.36% 70
2023
Q3 		$1.45M Buy
19,156
+959
+5% +$79.1K 0.38% 67
2023
Q2 		$1.52M Sell
18,197
-1,010
-5% -$82.7K 0.4% 61
2023
Q1 		$1.59M Sell
19,207
-342
-2% -$29.4K 0.45% 56
2022
Q4 		$1.61M Buy
19,549
+543
+3% +$45K 0.48% 48
2022
Q3 		$1.52M Sell
19,006
-242
-1% -$22.6K 0.49% 47
2022
Q2 		$1.75M Buy
19,248
+637
+3% +$63.5K 0.55% 46
2022
Q1 		$2.02M Sell
18,611
-5,277
-22% -$558K 0.57% 44
2021
Q4 		$2.77M Buy
23,888
+487
+2% +$53.2K 1.8% 16
2021
Q3 		$2.38M Sell
23,401
-599
-2% -$63.5K 1.17% 24
2021
Q2 		$2.44M Buy
24,000
+3,365
+16% +$334K 0.9% 29
2021
Q1 		$1.9M Buy
20,635
+1,653
+9% +$145K 0.74% 35
2020
Q4 		$1.61M Buy
18,982
+3,568
+23% +$296K 0.7% 35
2020
Q3 		$1.22M Buy
+15,414
New +$1.24M 0.65% 39

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

Walkner Condon Financial Advisors's VNQ Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 1.6% in Q2 2026, selling an estimated $22.2K and leaving 14,105 shares worth $1.36M. The position accounts for 0.16% of the portfolio, ranked #109.

Walkner Condon Financial Advisors first reported a position in VNQ in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.77M in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Walkner Condon Financial Advisors held 14,105 shares of Vanguard Real Estate ETF worth $1.36M as of Q2 2026.
  • Walkner Condon Financial Advisors sold 232 Vanguard Real Estate ETF shares in Q2 2026, an estimated $22.2K.
  • Vanguard Real Estate ETF made up 0.16% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • Walkner Condon Financial Advisors first reported a position in Vanguard Real Estate ETF in Q3 2020 and has held it in 24 quarters since.
  • Walkner Condon Financial Advisors's Vanguard Real Estate ETF position peaked at $2.77M in Q4 2021.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.