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Keudell/Morrison Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Keudell/Morrison Wealth Management’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 		$9.79M Buy
101,570
+69
+0.1% +$6.59K 1.85% 13
2026
Q1 		$9M Buy
101,501
+1,411
+1% +$129K 1.84% 12
2025
Q4 		$8.86M Buy
+100,090
New +$8.99M 1.86% 14
2025
Q2 		$279K Buy
3,132
+339
+12% +$29.9K 0.06% 176
2025
Q1 		$253K Buy
2,793
+141
+5% +$12.8K 0.06% 185
2024
Q4 		$236K Buy
+2,652
New +$251K 0.06% 189
2024
Q3 		– Sell
-2,770
Closed -$232K – 230
2024
Q2 		$232K Buy
2,770
+189
+7% +$15.6K 0.07% 182
2024
Q1 		$223K Buy
+2,581
New +$221K 0.07% 189
2023
Q1 		– Sell
-2,513
Closed -$207K – 194
2022
Q4 		$207K Sell
2,513
-668
-21% -$55.4K 0.07% 178
2022
Q3 		$255K Buy
3,181
+170
+6% +$15.9K 0.1% 153
2022
Q2 		$274K Buy
3,011
+14
+0.5% +$1.4K 0.1% 144
2022
Q1 		$325K Buy
+2,997
New +$317K 0.14% 138
2021
Q2 		– Sell
-48,105
Closed -$4.42M – 176
2021
Q1 		$4.42M Sell
48,105
-3,582
-7% -$315K 2.56% 6
2020
Q4 		$4.39M Sell
51,687
-1,163
-2% -$96.5K 2.79% 5
2020
Q3 		$4.17M Buy
+52,850
New +$4.24M 2.68% 4

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

Keudell/Morrison Wealth Management's VNQ Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.07% in Q2 2026, buying an estimated $6.59K and bringing the position to 101,570 shares worth $9.79M. The position accounts for 1.85% of the portfolio, ranked #13.

Keudell/Morrison Wealth Management first reported a position in VNQ in Q3 2020 and has held it in 15 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Keudell/Morrison Wealth Management held 101,570 shares of Vanguard Real Estate ETF worth $9.79M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 69 Vanguard Real Estate ETF shares in Q2 2026, an estimated $6.59K.
  • Vanguard Real Estate ETF made up 1.85% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Keudell/Morrison Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2020 and has held it in 15 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.