Forvis Mazars Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Forvis Mazars Wealth 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	$394K	Sell	4,088 -167	-4%	-$16K	0.01%	341
2026 Q1	$377K	Buy	4,255 +1,352	+47%	+$124K	0.01%	324
2025 Q4	$257K	Sell	2,903 -78	-3%	-$7.01K	﹤0.01%	373
2025 Q3	$273K	Sell	2,981 -103	-3%	-$9.34K	0.01%	361
2025 Q2	$275K	Sell	3,084 -250	-7%	-$22K	0.01%	358
2025 Q1	$302K	Sell	3,334 -6,862	-67%	-$623K	0.01%	348
2024 Q4	$908K	Buy	10,196 +4,299	+73%	+$406K	0.02%	234
2024 Q3	$574K	Sell	5,897 -535	-8%	-$49.3K	0.01%	297
2024 Q2	$539K	Sell	6,432 -150	-2%	-$12.4K	0.01%	278
2024 Q1	$569K	Sell	6,582 -102	-2%	-$8.71K	0.01%	271
2023 Q4	$591K	Sell	6,684 -49	-0.7%	-$3.88K	0.02%	255
2023 Q3	$509K	Sell	6,733 -684	-9%	-$56.4K	0.02%	273
2023 Q2	$620K	Sell	7,417 -1,706	-19%	-$140K	0.02%	258
2023 Q1	$758K	Buy	9,123 +1,747	+24%	+$150K	0.02%	223
2022 Q4	$608K	Sell	7,376 -1,598	-18%	-$132K	0.02%	237
2022 Q3	$720K	Buy	8,974 +21	+0.2%	+$1.96K	0.03%	229
2022 Q2	$816K	Buy	8,953 +3,322	+59%	+$331K	0.03%	206
2022 Q1	$610K	Hold	5,631	–	–	0.03%	177
2021 Q4	$653K	Buy	5,631 +13	+0.2%	+$1.42K	0.03%	161
2021 Q3	$572K	Buy	5,618 +1,349	+32%	+$143K	0.03%	165
2021 Q2	$435K	Buy	4,269 +1,923	+82%	+$191K	0.02%	184
2021 Q1	$216K	Buy	+2,346	New	+$206K	0.01%	260
2020 Q4	–	Sell	-2,931	Closed	-$231K	–	360
2020 Q3	$231K	Sell	2,931 -1,661	-36%	-$133K	0.01%	292
2020 Q2	$361K	Buy	4,592 +233	+5%	+$17.7K	0.02%	228
2020 Q1	$304K	Buy	4,359 +629	+17%	+$55.2K	0.02%	225
2019 Q4	$346K	Buy	3,730 +709	+23%	+$65.7K	0.02%	227
2019 Q3	$282K	Buy	3,021 +309	+11%	+$28.1K	0.02%	229
2019 Q2	$237K	Sell	2,712 -207	-7%	-$18.1K	0.02%	239
2019 Q1	$254K	Sell	2,919 -158	-5%	-$13.1K	0.02%	226
2018 Q4	$229K	Sell	3,077 -35	-1%	-$2.76K	0.02%	211
2018 Q3	$251K	Sell	3,112 -1,141	-27%	-$94K	0.02%	206
2018 Q2	$346K	Buy	4,253 +380	+10%	+$29.4K	0.03%	182
2018 Q1	$292K	Sell	3,873 -340	-8%	-$26K	0.03%	199
2017 Q4	$350K	Buy	4,213 +156	+4%	+$13.1K	0.04%	185
2017 Q3	$337K	Buy	4,057 +525	+15%	+$43.9K	0.04%	173
2017 Q2	$294K	Sell	3,532 -238	-6%	-$19.8K	0.03%	187
2017 Q1	$311K	Hold	3,770	–	–	0.04%	171
2016 Q4	$311K	Hold	3,770	–	–	0.04%	151
2016 Q3	$327K	Hold	3,770	–	–	0.05%	137
2016 Q2	$334K	Sell	3,770 -668	-15%	-$56.1K	0.05%	134
2016 Q1	$372K	Sell	4,438 -1,046	-19%	-$81.4K	0.06%	128
2015 Q4	$437K	Sell	5,484 -459	-8%	-$36.3K	0.07%	120
2015 Q3	$449K	Sell	5,943 -939	-14%	-$72.1K	0.08%	109
2015 Q2	$514K	Buy	6,882 +990	+17%	+$79.1K	0.08%	102
2015 Q1	$497K	Buy	5,892 +2,706	+85%	+$230K	0.07%	109
2014 Q4	$258K	Buy	+3,186	New	+$250K	0.04%	136

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 $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $29.3B AUM 38.15% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's VNQ Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 3.9% in Q2 2026, selling an estimated $16K and leaving 4,088 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #341.

Forvis Mazars Wealth Advisors first reported a position in VNQ in Q4 2014 and has held it in 46 quarters since. The position peaked at $908K in Q4 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Forvis Mazars Wealth Advisors held 4,088 shares of Vanguard Real Estate ETF worth $394K as of Q2 2026.
Forvis Mazars Wealth Advisors sold 167 Vanguard Real Estate ETF shares in Q2 2026, an estimated $16K.
Vanguard Real Estate ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #341 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 46 quarters since.
Forvis Mazars Wealth Advisors's Vanguard Real Estate ETF position peaked at $908K in Q4 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.