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Wealth Advisory Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealth Advisory Solutions’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 		$2.5M Buy
+28,213
New +$2.59M 0.56% 45
2023
Q3 		– Sell
-14,776
Closed -$647K – 134
2023
Q2 		$647K Buy
+14,776
New +$1.21M 0.17% 77

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wealth Advisory Solutions's VNQ Position: Q1 2026 in Review

Wealth Advisory Solutions opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2026: 28,213 shares worth $2.5M. The stake represents 0.56% of the portfolio and ranks #45 among its holdings. This is a return to the name: Wealth Advisory Solutions previously reported a position in VNQ as recently as Q2 2023.

Wealth Advisory Solutions first reported a position in VNQ in Q2 2023 and has held it in 2 quarters since. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Wealth Advisory Solutions held 28,213 shares of Vanguard Real Estate ETF worth $2.5M as of Q1 2026.
  • Vanguard Real Estate ETF was a new Wealth Advisory Solutions position in Q1 2026.
  • Vanguard Real Estate ETF made up 0.56% of Wealth Advisory Solutions's portfolio in Q1 2026, its #45 holding.
  • Wealth Advisory Solutions first reported a position in Vanguard Real Estate ETF in Q2 2023 and has held it in 2 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.