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VNQ icon

Mather Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Mather Group’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 		$838K Sell
9,450
-246
-3% -$22.6K 0.01% 370
2025
Q4 		$858K Sell
9,696
-1,017
-9% -$91.4K 0.01% 310
2025
Q3 		$979K Sell
10,713
-176
-2% -$16K 0.01% 278
2025
Q2 		$970K Sell
10,889
-1,383
-11% -$122K 0.01% 267
2025
Q1 		$1.11M Sell
12,272
-556
-4% -$50.5K 0.01% 243
2024
Q4 		$1.14M Buy
12,828
+1,754
+16% +$166K 0.01% 230
2024
Q3 		$1.08M Sell
11,074
-17,434
-61% -$1.61M 0.01% 235
2024
Q2 		$2.47M Sell
28,508
-793
-3% -$65.5K 0.03% 163
2024
Q1 		$2.59M Sell
29,301
-817
-3% -$69.8K 0.04% 143
2023
Q4 		$2.66M Sell
30,118
-5,856
-16% -$464K 0.04% 144
2023
Q3 		$2.72M Sell
35,974
-88
-0.2% -$7.26K 0.05% 133
2023
Q2 		$3.01M Sell
36,062
-5,290
-13% -$433K 0.05% 135
2023
Q1 		$3.43M Buy
41,352
+333
+0.8% +$28.6K 0.06% 101
2022
Q4 		$3.38M Buy
41,019
+751
+2% +$62.3K 0.07% 100
2022
Q3 		$3.23M Sell
40,268
-3,552
-8% -$332K 0.07% 98
2022
Q2 		$3.99M Buy
43,820
+21,337
+95% +$2.13M 0.09% 84
2022
Q1 		$2.44M Buy
22,483
+12,165
+118% +$1.29M 0.05% 102
2021
Q4 		$1.2M Buy
10,318
+7,901
+327% +$863K 0.02% 135
2021
Q3 		$246K Sell
2,417
-1,527
-39% -$162K 0.01% 247
2021
Q2 		$401K Buy
+3,944
New +$391K 0.01% 181
2021
Q1 		– Sell
-2,477
Closed -$210K – 283
2020
Q4 		$210K Sell
2,477
-6,296
-72% -$522K 0.01% 235
2020
Q3 		$693K Sell
8,773
-11,015
-56% -$884K 0.03% 111
2020
Q2 		$1.55M Sell
19,788
-3,531
-15% -$268K 0.07% 67
2020
Q1 		$1.63M Sell
23,319
-1,707
-7% -$150K 0.11% 54
2019
Q4 		$2.32M Buy
+25,026
New +$2.32M 0.15% 51

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Mather Group's VNQ Position: Q1 2026 in Review

Mather Group reduced its Vanguard Real Estate ETF (VNQ) stake by 2.5% in Q1 2026, selling an estimated $22.6K and leaving 9,450 shares worth $838K. The position accounts for 0.01% of the portfolio, ranked #370.

Mather Group first reported a position in VNQ in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.99M in Q2 2022. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Mather Group held 9,450 shares of Vanguard Real Estate ETF worth $838K as of Q1 2026.
  • Mather Group sold 246 Vanguard Real Estate ETF shares in Q1 2026, an estimated $22.6K.
  • Vanguard Real Estate ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #370 holding.
  • Mather Group first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 25 quarters since.
  • Mather Group's Vanguard Real Estate ETF position peaked at $3.99M in Q2 2022.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.