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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
Q2 		$790K Buy
8,194
+47
+0.6% +$4.49K 0.03% 41
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
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

Mason Investment Advisory Services's VNQ Position: Q2 2026 in Review

Mason Investment Advisory Services increased its Vanguard Real Estate ETF (VNQ) stake by 0.58% in Q2 2026, buying an estimated $4.49K and bringing the position to 8,194 shares worth $790K. The position accounts for 0.03% of the portfolio, ranked #41.

Mason Investment Advisory Services first reported a position in VNQ in Q1 2019 and has held it in 30 quarters since. 1,806 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Mason Investment Advisory Services held 8,194 shares of Vanguard Real Estate ETF worth $790K as of Q2 2026.
  • Mason Investment Advisory Services bought 47 Vanguard Real Estate ETF shares in Q2 2026, an estimated $4.49K.
  • Vanguard Real Estate ETF made up 0.03% of Mason Investment Advisory Services's portfolio in Q2 2026, its #41 holding.
  • Mason Investment Advisory Services first reported a position in Vanguard Real Estate ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,806 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.