Marino Stram & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Marino Stram & Associates’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 Q1	$357K	Hold	4,024	–	–	0.06%	141
2025 Q4	$356K	Sell	4,024 -1,090	-21%	-$98K	0.06%	142
2025 Q3	$468K	Buy	5,114 +1,090	+27%	+$98.9K	0.08%	129
2025 Q2	$358K	Hold	4,024	–	–	0.07%	135
2025 Q1	$364K	Hold	4,024	–	–	0.08%	122
2024 Q4	$358K	Hold	4,024	–	–	0.08%	124
2024 Q3	$392K	Hold	4,024	–	–	0.09%	121
2024 Q2	$337K	Hold	4,024	–	–	0.08%	124
2024 Q1	$348K	Hold	4,024	–	–	0.08%	127
2023 Q4	$356K	Hold	4,024	–	–	0.09%	125
2023 Q3	$304K	Hold	4,024	–	–	0.09%	126
2023 Q2	$336K	Hold	4,024	–	–	0.1%	122
2023 Q1	$334K	Hold	4,024	–	–	0.1%	118
2022 Q4	$332K	Buy	4,024 +56	+1%	+$4.64K	0.1%	115
2022 Q3	$318K	Buy	3,968 +44	+1%	+$4.11K	0.11%	108
2022 Q2	$357K	Buy	3,924 +24	+0.6%	+$2.39K	0.12%	112
2022 Q1	$423K	Hold	3,900	–	–	0.13%	108
2021 Q4	$452K	Hold	3,900	–	–	0.14%	104
2021 Q3	$397K	Sell	3,900 -6,161	-61%	-$653K	0.14%	104
2021 Q2	$1.02M	Buy	10,061 +6,161	+158%	+$611K	0.27%	76
2021 Q1	$358K	Hold	3,900	–	–	0.14%	103
2020 Q4	$331K	Sell	3,900 -140	-3%	-$11.6K	0.15%	92
2020 Q3	$319K	Hold	4,040	–	–	0.17%	84
2020 Q2	$317K	Buy	+4,040	New	+$306K	0.19%	83
2019 Q2	–	Sell	-300	Closed	-$26K	–	557
2019 Q1	$26K	Buy	300 +22	+8%	+$1.82K	0.02%	219
2018 Q4	$21K	Hold	278	–	–	0.02%	209
2018 Q3	$22K	Hold	278	–	–	0.02%	235
2018 Q2	$23K	Sell	278 -1,075	-79%	-$83.3K	0.02%	230
2018 Q1	$102K	Sell	1,353 -470	-26%	-$36K	0.09%	123
2017 Q4	$151K	Buy	+1,823	New	+$153K	0.14%	91

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Marino Stram & Associates's VNQ Position: Q1 2026 in Review

Marino Stram & Associates held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 4,024 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #141.

Marino Stram & Associates first reported a position in VNQ in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.02M in Q2 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Marino Stram & Associates held 4,024 shares of Vanguard Real Estate ETF worth $357K as of Q1 2026.
Marino Stram & Associates left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
Vanguard Real Estate ETF made up 0.06% of Marino Stram & Associates's portfolio in Q1 2026, its #141 holding.
Marino Stram & Associates first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 30 quarters since.
Marino Stram & Associates's Vanguard Real Estate ETF position peaked at $1.02M in Q2 2021.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.