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Woodward Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Woodward Financial Advisors’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 		$1.31M Sell
13,626
-42
-0.3% -$4.01K 0.44% 24
2026
Q1 		$1.19M Buy
13,668
+75
+0.6% +$6.88K 0.46% 24
2025
Q4 		$1.2M Buy
13,593
+31
+0.2% +$2.79K 0.45% 27
2025
Q3 		$1.24M Buy
13,562
+54
+0.4% +$4.9K 0.47% 27
2025
Q2 		$1.2M Buy
13,508
+646
+5% +$57K 0.5% 27
2025
Q1 		$1.16M Buy
12,862
+3
+0% +$272 0.55% 24
2024
Q4 		$1.15M Buy
12,859
+5
+0% +$472 0.57% 23
2024
Q3 		$1.25M Buy
12,854
+1
+0% +$92 0.63% 23
2024
Q2 		$1.07M Buy
12,853
+929
+8% +$76.7K 0.61% 23
2024
Q1 		$1.01M Buy
11,924
+3
+0% +$256 0.61% 23
2023
Q4 		$1.05M Buy
11,921
+989
+9% +$78.4K 0.69% 24
2023
Q3 		$827K Buy
10,932
+15
+0.1% +$1.24K 0.61% 25
2023
Q2 		$912K Sell
10,917
-6,194
-36% -$507K 0.68% 24
2023
Q1 		$1.42M Sell
17,111
-518
-3% -$44.5K 1.17% 17
2022
Q4 		$1.45M Buy
17,629
+19
+0.1% +$1.57K 1.25% 15
2022
Q3 		$1.41M Buy
17,610
+4,843
+38% +$453K 1.32% 15
2022
Q2 		$1.16M Buy
12,767
+1,738
+16% +$173K 1.08% 18
2022
Q1 		$1.2M Buy
11,029
+199
+2% +$21.1K 1.22% 14
2021
Q4 		$1.26M Buy
+10,830
New +$1.18M 1.27% 13

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

Woodward Financial Advisors's VNQ Position: Q2 2026 in Review

Woodward Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 0.31% in Q2 2026, selling an estimated $4.01K and leaving 13,626 shares worth $1.31M. The position accounts for 0.44% of the portfolio, ranked #24.

Woodward Financial Advisors first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q4 2022. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Woodward Financial Advisors held 13,626 shares of Vanguard Real Estate ETF worth $1.31M as of Q2 2026.
  • Woodward Financial Advisors sold 42 Vanguard Real Estate ETF shares in Q2 2026, an estimated $4.01K.
  • Vanguard Real Estate ETF made up 0.44% of Woodward Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Woodward Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Woodward Financial Advisors's Vanguard Real Estate ETF position peaked at $1.45M in Q4 2022.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.