WAG
VNQ icon

Wiser Advisor Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Wiser Advisor 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
Q1 		$826K Sell
9,313
-674
-7% -$61.8K 1% 32
2025
Q4 		$884K Buy
9,987
+52
+0.5% +$4.67K 1.01% 31
2025
Q3 		$908K Buy
9,935
+342
+4% +$31K 1.13% 30
2025
Q2 		$854K Buy
9,593
+117
+1% +$10.3K 1.48% 27
2025
Q1 		$858K Buy
9,476
+2,253
+31% +$204K 1.27% 27
2024
Q4 		$643K Buy
7,223
+327
+5% +$30.9K 0.94% 28
2024
Q3 		$672K Buy
6,896
+46
+0.7% +$4.24K 1% 27
2024
Q2 		$574K Buy
6,850
+1,466
+27% +$121K 0.9% 27
2024
Q1 		$468K Buy
5,384
+228
+4% +$19.5K 0.73% 30
2023
Q4 		$456K Buy
+5,156
New +$409K 0.76% 29

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