Marathon Strategic Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Marathon Strategic Advisors’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	$8.63M	Buy	89,500 +5,780	+7%	+$552K	4.87%	7
2026 Q1	$7.43M	Buy	83,720 +7,379	+10%	+$677K	5.34%	7
2025 Q4	$6.76M	Buy	76,341 +16,499	+28%	+$1.48M	5.16%	6
2025 Q3	$5.47M	Buy	59,842 +12,760	+27%	+$1.16M	4.38%	8
2025 Q2	$4.19M	Buy	47,082 +2,824	+6%	+$249K	3.9%	10
2025 Q1	$4.01M	Buy	44,258 +477	+1%	+$43.3K	4.31%	9
2024 Q4	$3.9M	Buy	43,781 +1,173	+3%	+$111K	4.22%	10
2024 Q3	$4.15M	Buy	42,608 +6,396	+18%	+$589K	4.39%	10
2024 Q2	$3.03M	Buy	+36,212	New	+$2.99M	3.54%	11
2024 Q1	–	Sell	-31,201	Closed	-$2.76M	–	35
2023 Q4	$2.76M	Buy	+31,201	New	+$2.47M	3.73%	11

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Marathon Strategic Advisors's VNQ Position: Q2 2026 in Review

Marathon Strategic Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 6.9% in Q2 2026, buying an estimated $552K and bringing the position to 89,500 shares worth $8.63M. The position accounts for 4.87% of the portfolio, ranked #7.

Marathon Strategic Advisors first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. 572 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Marathon Strategic Advisors held 89,500 shares of Vanguard Real Estate ETF worth $8.63M as of Q2 2026.
Marathon Strategic Advisors bought 5,780 Vanguard Real Estate ETF shares in Q2 2026, an estimated $552K.
Vanguard Real Estate ETF made up 4.87% of Marathon Strategic Advisors's portfolio in Q2 2026, its #7 holding.
Marathon Strategic Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
572 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.