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 Q2	$897K	Sell	9,301 -12	-0.1%	-$1.15K	0.98%	32
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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Wiser Advisor Group's VNQ Position: Q2 2026 in Review

Wiser Advisor Group reduced its Vanguard Real Estate ETF (VNQ) stake by 0.13% in Q2 2026, selling an estimated $1.15K and leaving 9,301 shares worth $897K. The position accounts for 0.98% of the portfolio, ranked #32.

Wiser Advisor Group first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $908K in Q3 2025. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Wiser Advisor Group held 9,301 shares of Vanguard Real Estate ETF worth $897K as of Q2 2026.
Wiser Advisor Group sold 12 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Real Estate ETF made up 0.98% of Wiser Advisor Group's portfolio in Q2 2026, its #32 holding.
Wiser Advisor Group first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Wiser Advisor Group's Vanguard Real Estate ETF position peaked at $908K in Q3 2025.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.