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Magnolia Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Magnolia Private Wealth’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
2025
Q4 		– Sell
-2,211
Closed -$202K – 128
2025
Q3 		$202K Sell
2,211
-1,275
-37% -$116K 0.15% 107
2025
Q2 		$310K Sell
3,486
-615
-15% -$54.2K 0.24% 80
2025
Q1 		$371K Sell
4,101
-941
-19% -$85.4K 0.31% 71
2024
Q4 		$449K Buy
+5,042
New +$476K 0.39% 60

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Magnolia Private Wealth's VNQ Position: Q4 2025 in Review

Magnolia Private Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 2,211 shares — an estimated $202K sold.

Magnolia Private Wealth first reported a position in VNQ in Q4 2024 and held it in 4 quarters. The position peaked at $449K in Q4 2024. 1,754 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

  • Magnolia Private Wealth reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Magnolia Private Wealth sold 2,211 Vanguard Real Estate ETF shares in Q4 2025, an estimated $202K.
  • Magnolia Private Wealth first reported a position in Vanguard Real Estate ETF in Q4 2024 and held it in 4 quarters.
  • Magnolia Private Wealth's Vanguard Real Estate ETF position peaked at $449K in Q4 2024.
  • 1,754 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Magnolia Private Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.