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Wood Tarver Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Wood Tarver Financial 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 		– Sell
-2,472
Closed -$218K – 159
2025
Q4 		$218K Sell
2,472
-69
-3% -$6.2K 0.06% 145
2025
Q3 		$232K Hold
2,541
– – 0.07% 141
2025
Q2 		$226K Sell
2,541
-150
-6% -$13.2K 0.07% 135
2025
Q1 		$244K Sell
2,691
-789
-23% -$71.6K 0.08% 115
2024
Q4 		$309K Buy
+3,480
New +$329K 0.1% 106

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

Wood Tarver Financial Group's VNQ Position: Q1 2026 in Review

Wood Tarver Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 2,472 shares — an estimated $218K sold.

Wood Tarver Financial Group first reported a position in VNQ in Q4 2024 and held it in 5 quarters. The position peaked at $309K in Q4 2024. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Wood Tarver Financial Group reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Wood Tarver Financial Group sold 2,472 Vanguard Real Estate ETF shares in Q1 2026, an estimated $218K.
  • Wood Tarver Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2024 and held it in 5 quarters.
  • Wood Tarver Financial Group's Vanguard Real Estate ETF position peaked at $309K in Q4 2024.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.