MASECO Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.01M Buy
11,439
+125
+1% +$11.5K 0.03% 62
2025
Q4
$1M Buy
+11,314
New +$1.02M 0.04% 53
2025
Q3
Sell
-10,839
Closed -$965K 506
2025
Q2
$965K Buy
+10,839
New +$956K 0.04% 59

Other funds holding VNQ

MASECO Private Wealth's VNQ Position: Q1 2026 in Review

MASECO Private Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 1.1% in Q1 2026, buying an estimated $11.5K and bringing the position to 11,439 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #62.

MASECO Private Wealth first reported a position in VNQ in Q2 2025 and has held it in 3 quarters since. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • MASECO Private Wealth held 11,439 shares of Vanguard Real Estate ETF worth $1.01M as of Q1 2026.
  • MASECO Private Wealth bought 125 Vanguard Real Estate ETF shares in Q1 2026, an estimated $11.5K.
  • Vanguard Real Estate ETF made up 0.03% of MASECO Private Wealth's portfolio in Q1 2026, its #62 holding.
  • MASECO Private Wealth first reported a position in Vanguard Real Estate ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.