Vanguard Specialized Funds - Vanguard Real Estate ETF
US ˙ ARCA ˙ US9229085538

SecurityVNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
InstitutionIFG Advisors, LLC
Latest Disclosed Ownership71,220 shares
Latest Disclosed Value $ 6,317,188
IFG Advisors, LLC reports 11.64% increase in ownership of VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF

On April 9, 2026 - IFG Advisors, LLC filed a 13F-HR form disclosing ownership of 71,220 shares of Vanguard Specialized Funds - Vanguard Real Estate ETF (US:VNQ) valued at $6,317,214 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 63,794 shares of Vanguard Specialized Funds - Vanguard Real Estate ETF. This represents a change in shares of 11.64% during the quarter. The current value of the position is $6,893,384 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-09 2026-03-31 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 71,220 7,426 11.64 6,317 11.90 1.0346
2026-01-13 2025-12-31 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 63,794 6,034 10.45 5,645 6.91 0.9396
2025-11-06 2025-09-30 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 57,760 7,765 15.53 5,280 18.60 0.8615
2025-07-28 2025-06-30 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 49,995 8,537 20.59 4,453 18.63 0.7480
2025-04-08 2025-03-31 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 41,458 3,486 9.18 3,754 10.97 0.7230
2025-02-05 2024-12-31 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 37,972 2,049 5.70 3,383 -3.34 0.6723
2024-10-18 2024-09-30 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 35,923 4,735 15.18 3,500 33.96 0.7480
2024-07-22 2024-06-30 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 31,188 4,370 16.30 2,612 12.63 0.6173
2024-04-24 2024-03-31 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 26,818 1,956 7.87 2,319 5.60 0.6002
2024-01-29 2023-12-31 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 24,862 289 1.18 2,197 18.13 0.6445
2023-10-31 2023-09-30 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 24,573 1,035 4.40 1,859 -5.44 0.6606
2023-07-18 2023-06-30 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 23,538 1,950 9.03 1,967 9.71 0.6976
2023-04-28 2023-03-31 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 21,588 4,133 23.68 1,793 24.53 0.7057
2023-01-31 2022-12-31 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 17,455 6,725 62.67 1,440 67.33 0.6288
2022-11-02 2022-09-30 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 10,730 2,720 33.96 860 17.81 0.4354
2022-08-01 2022-06-30 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 8,010 1,552 24.03 730 4.29 0.3693
2022-05-18 2022-03-31 13F/A-1 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6,458 1,684 35.27 700 26.35 0.3093
2022-01-24 2021-12-31 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4,774 828 20.98 554 37.81 0.2347
2021-10-26 2021-09-30 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3,946 193 5.14 402 5.24 0.1843
2021-07-26 2021-06-30 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3,753 478 14.60 382 26.91 0.1820
2021-04-22 2021-03-31 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3,275 18 0.55 301 8.66 0.1647
2021-01-28 2020-12-31 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3,257 131 4.19 277 12.15 0.1716
2020-11-09 2020-09-30 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3,126 30 0.97 247 1.65 0.1747
2020-07-23 2020-06-30 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3,096 0 0.00 243 12.50 0.1920
2020-04-17 2020-03-31 13F VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3,096 3,096 216 0.2134
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.