MFG
VNQ icon

Magnus Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Magnus Financial Group’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 		$1.01M Sell
10,462
-1,556
-13% -$149K 0.07% 162
2026
Q1 		$1.07M Sell
12,018
-18
-0.1% -$1.65K 0.09% 147
2025
Q4 		$1.07M Sell
12,036
-1,655
-12% -$149K 0.08% 164
2025
Q3 		$1.25M Sell
13,691
-117
-0.8% -$10.6K 0.1% 149
2025
Q2 		$1.23M Buy
13,808
+182
+1% +$16.1K 0.11% 144
2025
Q1 		$1.23M Buy
13,626
+761
+6% +$69.1K 0.12% 137
2024
Q4 		$1.15M Buy
12,865
+1,112
+9% +$105K 0.11% 141
2024
Q3 		$1.14M Buy
11,753
+1,256
+12% +$116K 0.12% 134
2024
Q2 		$879K Buy
10,497
+816
+8% +$67.4K 0.1% 148
2024
Q1 		$837K Buy
9,681
+184
+2% +$15.7K 0.1% 148
2023
Q4 		$839K Buy
9,497
+2,761
+41% +$219K 0.11% 135
2023
Q3 		$510K Sell
6,736
-85
-1% -$7.01K 0.07% 159
2023
Q2 		$570K Hold
6,821
– – 0.08% 154
2023
Q1 		$566K Sell
6,821
-284
-4% -$24.4K 0.09% 155
2022
Q4 		$586K Sell
7,105
-1,580
-18% -$131K 0.1% 146
2022
Q3 		$696K Sell
8,685
-256
-3% -$23.9K 0.13% 126
2022
Q2 		$815K Buy
8,941
+904
+11% +$90.1K 0.15% 118
2022
Q1 		$871K Buy
8,037
+619
+8% +$65.5K 0.15% 117
2021
Q4 		$861K Buy
7,418
+555
+8% +$60.6K 0.16% 99
2021
Q3 		$698K Buy
6,863
+61
+0.9% +$6.47K 0.15% 100
2021
Q2 		$692K Buy
6,802
+341
+5% +$33.8K 0.15% 97
2021
Q1 		$593K Sell
6,461
-790
-11% -$69.4K 0.14% 97
2020
Q4 		$616K Sell
7,251
-3
-0% -$249 0.06% 122
2020
Q3 		$573K Sell
7,254
-4,371
-38% -$351K 0.07% 113
2020
Q2 		$913K Sell
11,625
-43,776
-79% -$3.32M 0.1% 83
2020
Q1 		$3.87M Buy
55,401
+1,426
+3% +$125K 0.53% 25
2019
Q4 		$5.01M Buy
53,975
+35,688
+195% +$3.3M 0.72% 19
2019
Q3 		$1.71M Buy
18,287
+561
+3% +$50.9K 0.32% 41
2019
Q2 		$1.55M Buy
17,726
+1,569
+10% +$137K 0.3% 48
2019
Q1 		$1.4M Buy
16,157
+1,699
+12% +$140K 0.29% 45
2018
Q4 		$1.08M Buy
+14,458
New +$1.14M 0.29% 46

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

Magnus Financial Group's VNQ Position: Q2 2026 in Review

Magnus Financial Group reduced its Vanguard Real Estate ETF (VNQ) stake by 13% in Q2 2026, selling an estimated $149K and leaving 10,462 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #162.

Magnus Financial Group first reported a position in VNQ in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.01M in Q4 2019. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Magnus Financial Group held 10,462 shares of Vanguard Real Estate ETF worth $1.01M as of Q2 2026.
  • Magnus Financial Group sold 1,556 Vanguard Real Estate ETF shares in Q2 2026, an estimated $149K.
  • Vanguard Real Estate ETF made up 0.07% of Magnus Financial Group's portfolio in Q2 2026, its #162 holding.
  • Magnus Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's Vanguard Real Estate ETF position peaked at $5.01M in Q4 2019.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.