Weaver Consulting Group
VNQ icon

Weaver Consulting Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Weaver Consulting 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
Q3 		$293K Hold
3,265
– – 0.06% 242
2026
Q2 		$315K Hold
3,265
– – 0.06% 219
2026
Q1 		$290K Hold
3,265
– – 0.07% 208
2025
Q4 		$289K Hold
3,265
– – 0.07% 204
2025
Q3 		$298K Buy
3,265
+101
+3% +$9.16K 0.08% 191
2025
Q2 		$282K Hold
3,164
– – 0.08% 183
2025
Q1 		$286K Buy
3,164
+794
+34% +$72.1K 0.09% 172
2024
Q4 		$211K Buy
+2,370
New +$224K 0.06% 205
2022
Q4 		– Sell
-3,025
Closed -$243K – 184
2022
Q3 		$243K Buy
3,025
+363
+14% +$33.9K 0.14% 138
2022
Q2 		$243K Hold
2,662
– – 0.14% 139
2022
Q1 		$288K Hold
2,662
– – 0.14% 135
2021
Q4 		$309K Hold
2,662
– – 0.15% 126
2021
Q3 		$271K Sell
2,662
-6
-0.2% -$636 0.15% 121
2021
Q2 		$272K Hold
2,668
– – 0.15% 117
2021
Q1 		$245K Sell
2,668
-43
-2% -$3.78K 0.15% 117
2020
Q4 		$230K Buy
2,711
+123
+5% +$10.2K 0.14% 117
2020
Q3 		$204K Hold
2,588
– – 0.12% 118
2020
Q2 		$203K Sell
2,588
-163
-6% -$12.4K 0.12% 123
2020
Q1 		$192K Sell
2,751
-376
-12% -$33K 0.13% 110
2019
Q4 		$292K Sell
3,127
-464
-13% -$43K 0.16% 86
2019
Q3 		$321K Hold
3,591
– – 0.17% 75
2019
Q2 		$314K Hold
3,591
– – 0.17% 72
2019
Q1 		$319K Buy
+3,591
New +$297K 0.09% 161

Other funds holding VNQ

Gibson Capital
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Weaver Consulting Group's VNQ Position: Q3 2026 in Review

Weaver Consulting Group held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2026 at 3,265 shares worth $293K. The position accounts for 0.06% of the portfolio, ranked #242.

Weaver Consulting Group first reported a position in VNQ in Q1 2019 and has held it in 23 quarters since. The position peaked at $321K in Q3 2019. 571 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Weaver Consulting Group held 3,265 shares of Vanguard Real Estate ETF worth $293K as of Q3 2026.
  • Weaver Consulting Group left its Vanguard Real Estate ETF share count unchanged in Q3 2026.
  • Vanguard Real Estate ETF made up 0.06% of Weaver Consulting Group's portfolio in Q3 2026, its #242 holding.
  • Weaver Consulting Group first reported a position in Vanguard Real Estate ETF in Q1 2019 and has held it in 23 quarters since.
  • Weaver Consulting Group's Vanguard Real Estate ETF position peaked at $321K in Q3 2019.
  • 571 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.