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 Q2	$213K	Buy	+2,218	New	+$212K	0.05%	160
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 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

Wood Tarver Financial Group's VNQ Position: Q2 2026 in Review

Wood Tarver Financial Group opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 2,218 shares worth $213K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings. This is a return to the name: Wood Tarver Financial Group previously reported a position in VNQ as recently as Q4 2025.

Wood Tarver Financial Group first reported a position in VNQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $309K in Q4 2024. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Wood Tarver Financial Group held 2,218 shares of Vanguard Real Estate ETF worth $213K as of Q2 2026.
Vanguard Real Estate ETF was a new Wood Tarver Financial Group position in Q2 2026.
Vanguard Real Estate ETF made up 0.05% of Wood Tarver Financial Group's portfolio in Q2 2026, its #160 holding.
Wood Tarver Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's Vanguard Real Estate ETF position peaked at $309K in Q4 2024.
1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.