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

Websterrogers 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 		$3.88M Buy
40,215
+2,383
+6% +$228K 0.99% 27
2026
Q1 		$3.36M Buy
37,832
+1,919
+5% +$176K 0.96% 26
2025
Q4 		$3.18M Buy
35,913
+540
+2% +$48.5K 0.92% 26
2025
Q3 		$3.23M Buy
35,373
+713
+2% +$64.7K 0.97% 26
2025
Q2 		$3.09M Buy
34,660
+663
+2% +$58.5K 0.98% 26
2025
Q1 		$3.08M Buy
33,997
+704
+2% +$63.9K 1.05% 26
2024
Q4 		$2.97M Buy
33,293
+330
+1% +$31.2K 1.03% 26
2024
Q3 		$3.21M Sell
32,963
-231
-0.7% -$21.3K 1.12% 25
2024
Q2 		$2.78M Buy
33,194
+711
+2% +$58.7K 0.99% 27
2024
Q1 		$2.81M Buy
32,483
+6,319
+24% +$540K 1% 27
2023
Q4 		$2.31M Buy
26,164
+335
+1% +$26.6K 0.96% 23
2023
Q3 		$1.95M Buy
25,829
+321
+1% +$26.5K 0.86% 23
2023
Q2 		$2.13M Buy
25,508
+786
+3% +$64.4K 0.93% 23
2023
Q1 		$2.05M Sell
24,722
-42
-0.2% -$3.61K 0.94% 23
2022
Q4 		$2.04M Sell
24,764
-555
-2% -$46K 0.99% 23
2022
Q3 		$2.03M Buy
25,319
+2,372
+10% +$222K 1.07% 13
2022
Q2 		$2.09M Buy
22,947
+8,651
+61% +$862K 1.02% 15
2022
Q1 		$1.58M Sell
14,296
-3,055
-18% -$323K 0.81% 23
2021
Q4 		$2.01M Sell
17,351
-48,760
-74% -$5.33M 0.46% 29
2021
Q3 		$6.73M Buy
66,111
+1,180
+2% +$125K 1.56% 12
2021
Q2 		$6.71M Buy
64,931
+4,630
+8% +$459K 1.6% 12
2021
Q1 		$5.54M Buy
60,301
+1,072
+2% +$94.2K 1.5% 12
2020
Q4 		$5M Buy
+59,229
New +$4.91M 1.46% 11

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Websterrogers Financial Advisors's VNQ Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 6.3% in Q2 2026, buying an estimated $228K and bringing the position to 40,215 shares worth $3.88M. The position accounts for 0.99% of the portfolio, ranked #27.

Websterrogers Financial Advisors first reported a position in VNQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.73M in Q3 2021. 345 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Websterrogers Financial Advisors held 40,215 shares of Vanguard Real Estate ETF worth $3.88M as of Q2 2026.
  • Websterrogers Financial Advisors bought 2,383 Vanguard Real Estate ETF shares in Q2 2026, an estimated $228K.
  • Vanguard Real Estate ETF made up 0.99% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Websterrogers Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • Websterrogers Financial Advisors's Vanguard Real Estate ETF position peaked at $6.73M in Q3 2021.
  • 345 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.