BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Vanguard Real Estate ETF VNQ Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$4.49M	Buy	46,512 +2,383	+5%	+$228K	0.6%	21
2026 Q1	$3.91M	Buy	44,129 +375	+0.9%	+$34.4K	0.53%	28
2025 Q4	$3.87M	Buy	43,754 +526	+1%	+$47.3K	0.51%	27
2025 Q3	$3.95M	Buy	43,228 +2,088	+5%	+$189K	0.56%	27
2025 Q2	$3.66M	Buy	41,140 +722	+2%	+$63.7K	0.57%	28
2025 Q1	$3.66M	Buy	40,418 +594	+1%	+$53.9K	0.61%	23
2024 Q4	$3.55M	Buy	39,824 +143	+0.4%	+$13.5K	0.6%	26
2024 Q3	$3.87M	Buy	+39,681	New	+$3.65M	0.61%	21

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 $179B AUM 16.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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 $29.2B AUM 30.02% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s VNQ Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Vanguard Real Estate ETF (VNQ) stake by 5.4% in Q2 2026, buying an estimated $228K and bringing the position to 46,512 shares worth $4.49M. The position accounts for 0.6% of the portfolio, ranked #21.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in VNQ in Q3 2024 and has held it in 8 quarters since. 1,819 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 46,512 shares of Vanguard Real Estate ETF worth $4.49M as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 2,383 Vanguard Real Estate ETF shares in Q2 2026, an estimated $228K.
Vanguard Real Estate ETF made up 0.6% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #21 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
1,819 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.