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World Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

World Investment 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 		$5.1M Sell
56,540
-3,138
-5% -$300K 0.08% 257
2026
Q1 		$5.29M Buy
59,678
+8,698
+17% +$798K 0.09% 249
2025
Q4 		$4.51M Buy
50,980
+16,044
+46% +$1.44M 0.07% 278
2025
Q3 		$3.19M Buy
34,936
+63
+0.2% +$5.71K 0.07% 305
2025
Q2 		$3.11M Buy
34,873
+873
+3% +$77K 0.07% 293
2025
Q1 		$3.08M Buy
34,000
+471
+1% +$42.7K 0.08% 277
2024
Q4 		$2.99M Buy
33,529
+979
+3% +$92.5K 0.08% 268
2024
Q3 		$3.17M Buy
32,550
+2,107
+7% +$194K 0.1% 227
2024
Q2 		$2.55M Buy
30,443
+11,772
+63% +$972K 0.16% 136
2024
Q1 		$1.61M Sell
18,671
-11,092
-37% -$948K 0.23% 93
2023
Q4 		$2.63M Buy
29,763
+116
+0.4% +$9.19K 0.34% 67
2023
Q3 		$2.26M Sell
29,647
-401
-1% -$33.1K 0.45% 46
2023
Q2 		$2.54M Sell
30,048
-4,292
-12% -$352K 0.49% 41
2023
Q1 		$2.85M Buy
34,340
+7,072
+26% +$608K 0.59% 37
2022
Q4 		$2.25M Buy
27,268
+6,101
+29% +$506K 0.52% 41
2022
Q3 		$1.7M Sell
21,167
-104
-0.5% -$9.72K 0.4% 44
2022
Q2 		$2.07M Buy
21,271
+537
+3% +$53.5K 0.43% 42
2022
Q1 		$2.25M Sell
20,734
-48
-0.2% -$5.08K 0.47% 42
2021
Q4 		$2.17M Buy
20,782
+3,121
+18% +$341K 0.45% 44
2021
Q3 		$1.8M Sell
17,661
-245
-1% -$26K 0.41% 44
2021
Q2 		$1.82M Buy
17,906
+1,620
+10% +$161K 0.42% 48
2021
Q1 		$1.56M Sell
16,286
-795
-5% -$69.9K 0.38% 49
2020
Q4 		$1.53M Sell
17,081
-997
-6% -$82.7K 0.39% 52
2020
Q3 		$1.43M Buy
18,078
+115
+0.6% +$9.23K 0.49% 40
2020
Q2 		$1.48M Buy
17,963
+3,082
+21% +$234K 0.52% 35
2020
Q1 		$1.04M Sell
14,881
-820
-5% -$72K 0.48% 35
2019
Q4 		$1.46M Buy
15,701
+7,409
+89% +$686K 0.57% 31
2019
Q3 		$773K Sell
8,292
-7
-0.1% -$635 0.33% 43
2019
Q2 		$737K Buy
8,299
+1,147
+16% +$100K 0.33% 41
2019
Q1 		$626K Sell
7,152
-8,881
-55% -$734K 0.29% 50
2018
Q4 		$1.19M Buy
+16,033
New +$1.26M 0.53% 34

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

World Investment Advisors's VNQ Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 5.3% in Q2 2026, selling an estimated $300K and leaving 56,540 shares worth $5.1M. The position accounts for 0.08% of the portfolio, ranked #257.

World Investment Advisors first reported a position in VNQ in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.29M in Q1 2026. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • World Investment Advisors held 56,540 shares of Vanguard Real Estate ETF worth $5.1M as of Q2 2026.
  • World Investment Advisors sold 3,138 Vanguard Real Estate ETF shares in Q2 2026, an estimated $300K.
  • Vanguard Real Estate ETF made up 0.08% of World Investment Advisors's portfolio in Q2 2026, its #257 holding.
  • World Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
  • World Investment Advisors's Vanguard Real Estate ETF position peaked at $5.29M in Q1 2026.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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