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 Q3	$3.03M	Hold	33,787	–	–	0.63%	39
2026 Q2	$3.26M	Buy	33,787 +5,574	+20%	+$533K	0.67%	38
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Wealth Advisory Solutions's VNQ Position: Q3 2026 in Review

Wealth Advisory Solutions held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2026 at 33,787 shares worth $3.03M. The position accounts for 0.63% of the portfolio, ranked #39.

Wealth Advisory Solutions first reported a position in VNQ in Q2 2023 and has held it in 4 quarters since. The position peaked at $3.26M in Q2 2026. 480 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Wealth Advisory Solutions held 33,787 shares of Vanguard Real Estate ETF worth $3.03M as of Q3 2026.
Wealth Advisory Solutions left its Vanguard Real Estate ETF share count unchanged in Q3 2026.
Vanguard Real Estate ETF made up 0.63% of Wealth Advisory Solutions's portfolio in Q3 2026, its #39 holding.
Wealth Advisory Solutions first reported a position in Vanguard Real Estate ETF in Q2 2023 and has held it in 4 quarters since.
Wealth Advisory Solutions's Vanguard Real Estate ETF position peaked at $3.26M in Q2 2026.
480 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.