MWM
VNQ icon

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

Magnolia 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 		$13.1M Buy
136,305
+14,229
+12% +$1.36M 6.88% 6
2026
Q1 		$10.8M Buy
122,076
+3,649
+3% +$335K 6.31% 6
2025
Q4 		$10.5M Buy
118,427
+6,159
+5% +$553K 6.26% 5
2025
Q3 		$10.3M Buy
112,268
+2,117
+2% +$192K 6.35% 5
2025
Q2 		$9.81M Buy
110,151
+4,357
+4% +$384K 6.4% 5
2025
Q1 		$9.58M Buy
105,794
+531
+0.5% +$48.2K 6.87% 5
2024
Q4 		$9.38M Buy
105,263
+6,593
+7% +$623K 6.52% 5
2024
Q3 		$9.61M Sell
98,670
-565
-0.6% -$52K 6.83% 5
2024
Q2 		$8.31M Sell
99,235
-79,194
-44% -$6.54M 6.27% 5
2024
Q1 		$15.3M Buy
178,429
+87,552
+96% +$7.48M 6.26% 6
2023
Q4 		$8.03M Buy
90,877
+10,714
+13% +$849K 6.88% 6
2023
Q3 		$6.07M Buy
80,163
+2,713
+4% +$224K 5.64% 7
2023
Q2 		$6.47M Buy
77,450
+6,209
+9% +$509K 6.03% 7
2023
Q1 		$5.92M Buy
71,241
+3,036
+4% +$261K 5.96% 7
2022
Q4 		$5.63M Buy
+68,205
New +$5.66M 6.1% 6
2022
Q2 		$5.63M Buy
61,793
+2,322
+4% +$231K 6.38% 5
2022
Q1 		$6.45M Buy
59,471
+5,070
+9% +$537K 6.78% 5
2021
Q4 		$6.31M Buy
+54,401
New +$5.94M 6.46% 5

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

Magnolia Wealth Management's VNQ Position: Q2 2026 in Review

Magnolia Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 12% in Q2 2026, buying an estimated $1.36M and bringing the position to 136,305 shares worth $13.1M. The position accounts for 6.88% of the portfolio, ranked #6.

Magnolia Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.3M in Q1 2024. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Magnolia Wealth Management held 136,305 shares of Vanguard Real Estate ETF worth $13.1M as of Q2 2026.
  • Magnolia Wealth Management bought 14,229 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.36M.
  • Vanguard Real Estate ETF made up 6.88% of Magnolia Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Magnolia Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • Magnolia Wealth Management's Vanguard Real Estate ETF position peaked at $15.3M in Q1 2024.
  • 1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.