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M Holdings Securities’s Vanguard Real Estate ETF VNQ Stock Holding History

M Holdings Securities’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
2023
Q3 		– Sell
-76,303
Closed -$6.38M – 306
2023
Q2 		$6.38M Sell
76,303
-50,458
-40% -$4.13M 1.31% 14
2023
Q1 		$10.5M Buy
+126,761
New +$10.9M 1.09% 18

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

M Holdings Securities's VNQ Position: Q2 2026 in Review

M Holdings Securities sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 26,242 shares — an estimated $2.36M sold.

M Holdings Securities first reported a position in VNQ in Q4 2013 and held it in 43 quarters. The position peaked at $13.1M in Q4 2023. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • M Holdings Securities reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 26,242 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.36M.
  • M Holdings Securities first reported a position in Vanguard Real Estate ETF in Q4 2013 and held it in 43 quarters.
  • M Holdings Securities's Vanguard Real Estate ETF position peaked at $13.1M in Q4 2023.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.