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Maia Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Maia 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
2023
Q4 		$226K Buy
+2,561
New +$203K 0.09% 172

Other funds holding VNQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Maia Wealth's VNQ Position: Q4 2023 in Review

Maia Wealth opened a new position in Vanguard Real Estate ETF (VNQ) in Q4 2023: 2,561 shares worth $226K. The stake represents 0.09% of the portfolio and ranks #172 among its holdings.

1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • Maia Wealth held 2,561 shares of Vanguard Real Estate ETF worth $226K as of Q4 2023.
  • Vanguard Real Estate ETF was a new Maia Wealth position in Q4 2023.
  • Vanguard Real Estate ETF made up 0.09% of Maia Wealth's portfolio in Q4 2023, its #172 holding.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Maia Wealth's 13F filing for Q4 2023, filed 13 Feb 2024.