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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 $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

M Holdings Securities's VNQ Position: Q1 2026 in Review

M Holdings Securities reduced its Vanguard Real Estate ETF (VNQ) stake by 15% in Q1 2026, selling an estimated $433K and leaving 26,242 shares worth $2.36M. The position accounts for 0.16% of the portfolio, ranked #113.

M Holdings Securities first reported a position in VNQ in Q4 2013 and has held it in 43 quarters since. The position peaked at $13.1M in Q4 2023. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • M Holdings Securities held 26,242 shares of Vanguard Real Estate ETF worth $2.36M as of Q1 2026.
  • M Holdings Securities sold 4,727 Vanguard Real Estate ETF shares in Q1 2026, an estimated $433K.
  • Vanguard Real Estate ETF made up 0.16% of M Holdings Securities's portfolio in Q1 2026, its #113 holding.
  • M Holdings Securities first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 43 quarters since.
  • M Holdings Securities's Vanguard Real Estate ETF position peaked at $13.1M in Q4 2023.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.