SEC 13F Intelligence

Wiser Advisor Group LLC / VNQ

Wiser Advisor Group LLC’s Vanguard Index Fds Position

Does Wiser Advisor Group LLC own Vanguard Index Fds (VNQ)? Yes — 9.3K shares worth $826,100 (+1.00% of its 13F portfolio) as of Q1 2026, down from 10.0K shares the prior filed quarter.

Position Value
$826,100
Q1 2026
Shares
9.3K
% of Portfolio
+1.00%
Quarters Held
10
currently held

Position History VNQ

Reported value by quarter
Q4 ’23: $455,612Q4 ’23Q1 ’24: $467,601Q2 ’24: $573,673Q2 ’24Q3 ’24: $671,854Q4 ’24: $643,437Q4 ’24Q1 ’25: $857,935Q2 ’25: $854,354Q2 ’25Q3 ’25: $908,275Q4 ’25: $883,775Q4 ’25Q1 ’26: $826,100filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.3K$826,100+1.00%
Q4 202510.0K$883,775+1.01%
Q3 20259.9K$908,275+1.13%
Q2 20259.6K$854,354+1.48%
Q1 20259.5K$857,935+1.27%
Q4 20247.2K$643,437+0.94%
Q3 20246.9K$671,854+1.00%
Q2 20246.8K$573,673+0.90%
Q1 20245.4K$467,601+0.73%
Q4 20235.2K$455,612+0.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wiser Advisor Group LLC’s full portfolio or all institutional holders of VNQ.