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

West 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 		$16.8M Buy
174,613
+4,234
+2% +$405K 2.56% 13
2026
Q1 		$15.1M Buy
170,379
+2,253
+1% +$207K 2.57% 13
2025
Q4 		$14.9M Buy
168,126
+4,223
+3% +$380K 2.51% 11
2025
Q3 		$15M Buy
163,903
+147,816
+919% +$13.4M 2.48% 10
2025
Q2 		$1.43M Buy
16,087
+593
+4% +$52.3K 0.25% 33
2025
Q1 		$1.4M Sell
15,494
-822
-5% -$74.6K 0.27% 32
2024
Q4 		$1.45M Buy
16,316
+372
+2% +$35.1K 0.28% 33
2024
Q3 		$1.55M Buy
15,944
+328
+2% +$30.2K 0.3% 31
2024
Q2 		$1.31M Buy
15,616
+246
+2% +$20.3K 0.27% 33
2024
Q1 		$1.33M Buy
15,370
+746
+5% +$63.7K 0.29% 33
2023
Q4 		$1.29M Sell
14,624
-428
-3% -$33.9K 0.29% 33
2023
Q3 		$1.14M Sell
15,052
-100,359
-87% -$8.28M 0.29% 31
2023
Q2 		$9.64M Buy
115,411
+5,017
+5% +$411K 2.37% 12
2023
Q1 		$9.17M Buy
110,394
+1,896
+2% +$163K 2.4% 12
2022
Q4 		$8.95M Buy
108,498
+19,749
+22% +$1.64M 2.5% 13
2022
Q3 		$7.12M Buy
88,749
+5,172
+6% +$484K 2.13% 13
2022
Q2 		$7.62M Buy
83,577
+74,563
+827% +$7.43M 2.21% 12
2022
Q1 		$977K Buy
9,014
+6,770
+302% +$716K 0.26% 31
2021
Q4 		$260K Sell
2,244
-111
-5% -$12.1K 0.07% 54
2021
Q3 		$240K Buy
2,355
+1,825
+344% +$194K 0.07% 49
2021
Q2 		$54K Hold
530
– – 0.02% 89
2021
Q1 		$49K Hold
530
– – 0.02% 88
2020
Q4 		$45K Buy
+530
New +$44K 0.02% 89

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

West Financial Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 2.5% in Q2 2026, buying an estimated $405K and bringing the position to 174,613 shares worth $16.8M. The position accounts for 2.56% of the portfolio, ranked #13.

West Financial Advisors first reported a position in VNQ in Q4 2020 and has held it in 23 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • West Financial Advisors held 174,613 shares of Vanguard Real Estate ETF worth $16.8M as of Q2 2026.
  • West Financial Advisors bought 4,234 Vanguard Real Estate ETF shares in Q2 2026, an estimated $405K.
  • Vanguard Real Estate ETF made up 2.56% of West Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • West Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.