Mason Investment Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Mason Investment Advisory Services’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	$723K	Sell	8,147 -182	-2%	-$16.7K	0.03%	38
2025 Q4	$737K	Buy	8,329 +49	+0.6%	+$4.4K	0.04%	37
2025 Q3	$757K	Buy	8,280 +666	+9%	+$60.4K	0.04%	39
2025 Q2	$678K	Buy	7,614 +316	+4%	+$27.9K	0.04%	37
2025 Q1	$661K	Buy	7,298 +121	+2%	+$11K	0.04%	32
2024 Q4	$639K	Buy	7,177 +316	+5%	+$29.9K	0.04%	38
2024 Q3	$668K	Buy	6,861 +15	+0.2%	+$1.38K	0.04%	33
2024 Q2	$573K	Buy	6,846 +597	+10%	+$49.3K	0.04%	37
2024 Q1	$540K	Buy	6,249 +186	+3%	+$15.9K	0.04%	34
2023 Q4	$536K	Buy	6,063 +292	+5%	+$23.1K	0.04%	35
2023 Q3	$437K	Buy	5,771 +628	+12%	+$51.8K	0.04%	35
2023 Q2	$430K	Buy	5,143 +352	+7%	+$28.8K	0.04%	35
2023 Q1	$398K	Sell	4,791 -583	-11%	-$50.1K	0.04%	36
2022 Q4	$443K	Buy	5,374 +207	+4%	+$17.2K	0.05%	43
2022 Q3	$414K	Sell	5,167 -228	-4%	-$21.3K	0.05%	39
2022 Q2	$492K	Hold	5,395	–	–	0.05%	37
2022 Q1	$585K	Buy	5,395 +932	+21%	+$98.6K	0.05%	67
2021 Q4	$518K	Hold	4,463	–	–	0.04%	68
2021 Q3	$454K	Buy	4,463 +158	+4%	+$16.8K	0.05%	66
2021 Q2	$438K	Sell	4,305 -418	-9%	-$41.5K	0.04%	66
2021 Q1	$434K	Sell	4,723 -19	-0.4%	-$1.67K	0.05%	65
2020 Q4	$403K	Buy	4,742 +573	+14%	+$47.5K	0.05%	66
2020 Q3	$329K	Sell	4,169 -160	-4%	-$12.8K	0.05%	66
2020 Q2	$340K	Hold	4,329	–	–	0.05%	67
2020 Q1	$302K	Sell	4,329 -392	-8%	-$34.4K	0.05%	70
2019 Q4	$438K	Buy	4,721 +256	+6%	+$23.7K	0.06%	74
2019 Q3	$416K	Sell	4,465 -2,397	-35%	-$218K	0.07%	73
2019 Q2	$600K	Sell	6,862 -855	-11%	-$74.8K	0.1%	59
2019 Q1	$671K	Buy	+7,717	New	+$638K	0.19%	57

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

Mason Investment Advisory Services's VNQ Position: Q1 2026 in Review

Mason Investment Advisory Services reduced its Vanguard Real Estate ETF (VNQ) stake by 2.2% in Q1 2026, selling an estimated $16.7K and leaving 8,147 shares worth $723K. The position accounts for 0.03% of the portfolio, ranked #38.

Mason Investment Advisory Services first reported a position in VNQ in Q1 2019 and has held it in 29 quarters since. The position peaked at $757K in Q3 2025. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Mason Investment Advisory Services held 8,147 shares of Vanguard Real Estate ETF worth $723K as of Q1 2026.
Mason Investment Advisory Services sold 182 Vanguard Real Estate ETF shares in Q1 2026, an estimated $16.7K.
Vanguard Real Estate ETF made up 0.03% of Mason Investment Advisory Services's portfolio in Q1 2026, its #38 holding.
Mason Investment Advisory Services first reported a position in Vanguard Real Estate ETF in Q1 2019 and has held it in 29 quarters since.
Mason Investment Advisory Services's Vanguard Real Estate ETF position peaked at $757K in Q3 2025.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.