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Windsor Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Windsor Advisory 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
Q2 		$19.3K Buy
+200
New +$19.1K 0.01% 90
2023
Q1 		– Sell
-1,760
Closed -$145K – 77
2022
Q4 		$145K Buy
+1,760
New +$146K 0.39% 47

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

Windsor Advisory Group's VNQ Position: Q2 2026 in Review

Windsor Advisory Group opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 200 shares worth $19.3K. The stake represents 0.01% of the portfolio and ranks #90 among its holdings. This is a return to the name: Windsor Advisory Group previously reported a position in VNQ as recently as Q4 2022.

Windsor Advisory Group first reported a position in VNQ in Q4 2022 and has held it in 2 quarters since. The position peaked at $145K in Q4 2022. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Windsor Advisory Group held 200 shares of Vanguard Real Estate ETF worth $19.3K as of Q2 2026.
  • Vanguard Real Estate ETF was a new Windsor Advisory Group position in Q2 2026.
  • Vanguard Real Estate ETF made up 0.01% of Windsor Advisory Group's portfolio in Q2 2026, its #90 holding.
  • Windsor Advisory Group first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 2 quarters since.
  • Windsor Advisory Group's Vanguard Real Estate ETF position peaked at $145K in Q4 2022.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.