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WESPAC Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

WESPAC 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
Q1 		– Sell
-2,339
Closed -$207K – 204
2025
Q4 		$207K Buy
+2,339
New +$210K 0.11% 166
2020
Q4 		– Sell
-10,586
Closed -$836K – 158
2020
Q3 		$836K Buy
10,586
+55
+0.5% +$4.42K 1.04% 39
2020
Q2 		$827K Sell
10,531
-296
-3% -$22.4K 0.94% 41
2020
Q1 		$756K Sell
10,827
-887
-8% -$77.9K 1.81% 20
2019
Q4 		$1.09M Sell
11,714
-250
-2% -$23.2K 1.07% 38
2019
Q3 		$1.12M Sell
11,964
-4,595
-28% -$417K 1.11% 36
2019
Q2 		$1.45M Sell
16,559
-20,094
-55% -$1.76M 1.08% 39
2019
Q1 		$3.18M Buy
36,653
+18,100
+98% +$1.5M 2.2% 5
2018
Q4 		$1.38M Buy
+18,553
New +$1.46M 1.34% 30
2016
Q4 		– Sell
-6,740
Closed -$585K – 138
2016
Q3 		$585K Sell
6,740
-216
-3% -$19.3K 0.66% 55
2016
Q2 		$617K Buy
6,956
+1,632
+31% +$137K 0.64% 61
2016
Q1 		$446K Buy
+5,324
New +$414K 0.55% 73
2013
Q3 		– Sell
-11,109
Closed -$763K – 126
2013
Q2 		$763K Buy
+11,109
New +$807K 1.16% 37

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

WESPAC Advisors's VNQ Position: Q1 2026 in Review

WESPAC Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 2,339 shares — an estimated $207K sold.

WESPAC Advisors first reported a position in VNQ in Q2 2013 and held it in 13 quarters. The position peaked at $3.18M in Q1 2019. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • WESPAC Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • WESPAC Advisors sold 2,339 Vanguard Real Estate ETF shares in Q1 2026, an estimated $207K.
  • WESPAC Advisors first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 13 quarters.
  • WESPAC Advisors's Vanguard Real Estate ETF position peaked at $3.18M in Q1 2019.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.