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

Mascoma 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 		$2.54M Buy
26,330
+2,269
+9% +$217K 0.47% 28
2026
Q1 		$2.13M Buy
+24,061
New +$2.21M 0.44% 29
2025
Q1 		– Sell
-33
Closed -$2.94K – 539
2024
Q4 		$2.94K Buy
+33
New +$3.12K ﹤0.01% 451
2024
Q3 		– Sell
-650
Closed -$54.4K – 501
2024
Q2 		$54.4K Sell
650
-200
-24% -$16.5K 0.01% 183
2024
Q1 		$73.5K Sell
850
-100
-11% -$8.54K 0.02% 149
2023
Q4 		$83.9K Sell
950
-219
-19% -$17.4K 0.03% 145
2023
Q3 		$88.4K Hold
1,169
– – 0.03% 142
2023
Q2 		$97.6K Sell
1,169
-2,448
-68% -$201K 0.03% 142
2023
Q1 		$301K Sell
3,617
-1,781
-33% -$153K 0.09% 90
2022
Q4 		$445K Sell
5,398
-1,428
-21% -$118K 0.14% 71
2022
Q3 		$547K Sell
6,826
-197
-3% -$18.4K 0.19% 61
2022
Q2 		$640K Buy
7,023
+1,181
+20% +$118K 0.22% 60
2022
Q1 		$633K Buy
5,842
+2,309
+65% +$244K 0.2% 63
2021
Q4 		$410K Buy
3,533
+121
+4% +$13.2K 0.14% 69
2021
Q3 		$347K Buy
3,412
+147
+5% +$15.6K 0.13% 79
2021
Q2 		$332K Buy
3,265
+350
+12% +$34.7K 0.14% 83
2021
Q1 		$268K Buy
+2,915
New +$256K 0.12% 91
2019
Q3 		$211K Sell
2,262
-580
-20% -$52.7K 0.13% 74
2019
Q2 		$248K Buy
2,842
+217
+8% +$19K 0.16% 67
2019
Q1 		$228K Sell
2,625
-130
-5% -$10.7K 0.15% 64
2018
Q4 		$205K Buy
2,755
+130
+5% +$10.2K 0.16% 64
2018
Q3 		$212K Buy
2,625
+75
+3% +$6.18K 0.14% 73
2018
Q2 		$208K Buy
2,550
+64
+3% +$4.96K 0.15% 68
2018
Q1 		$188K Hold
2,486
– – 0.12% 73
2017
Q4 		$192K Buy
2,486
+490
+25% +$41.1K 0.12% 73
2017
Q3 		$166K Hold
1,996
– – 0.11% 86
2017
Q2 		$166K Sell
1,996
-47,571
-96% -$3.97M 0.11% 83
2017
Q1 		$4.09M Sell
49,567
-3,599
-7% -$299K 2.93% 10
2016
Q4 		$4.39M Buy
+53,166
New +$4.33M 3.23% 9

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

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

Mascoma Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 9.4% in Q2 2026, buying an estimated $217K and bringing the position to 26,330 shares worth $2.54M. The position accounts for 0.47% of the portfolio, ranked #28.

Mascoma Wealth Management first reported a position in VNQ in Q4 2016 and has held it in 29 quarters since. The position peaked at $4.39M in Q4 2016. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Mascoma Wealth Management held 26,330 shares of Vanguard Real Estate ETF worth $2.54M as of Q2 2026.
  • Mascoma Wealth Management bought 2,269 Vanguard Real Estate ETF shares in Q2 2026, an estimated $217K.
  • Vanguard Real Estate ETF made up 0.47% of Mascoma Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Mascoma Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 29 quarters since.
  • Mascoma Wealth Management's Vanguard Real Estate ETF position peaked at $4.39M in Q4 2016.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.