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Matrix Private Capital Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Matrix Private Capital 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 		$905K Buy
10,202
+142
+1% +$13K 0.44% 42
2025
Q4 		$890K Hold
10,060
– – 0.45% 40
2025
Q3 		$920K Buy
10,060
+400
+4% +$36.3K 0.49% 37
2025
Q2 		$860K Sell
9,660
-1,544
-14% -$136K 0.51% 36
2025
Q1 		$1.01M Hold
11,204
– – 0.61% 33
2024
Q4 		$998K Hold
11,204
– – 0.57% 33
2024
Q3 		$1.1M Sell
11,204
-406
-3% -$37.4K 0.63% 30
2024
Q2 		$984K Sell
11,610
-611
-5% -$50.5K 0.62% 33
2024
Q1 		$1.06M Sell
12,221
-1,415
-10% -$121K 0.72% 29
2023
Q4 		$1.2M Sell
13,636
-3,490
-20% -$277K 0.91% 25
2023
Q3 		$1.31M Sell
17,126
-80
-0.5% -$6.6K 0.98% 24
2023
Q2 		$1.45M Sell
17,206
-275
-2% -$22.5K 1.06% 21
2023
Q1 		$1.45M Sell
17,481
-1,813
-9% -$156K 1.01% 24
2022
Q4 		$1.59M Buy
19,294
+1,127
+6% +$93.4K 1.04% 23
2022
Q3 		$1.46M Sell
18,167
-247
-1% -$23.1K 0.99% 22
2022
Q2 		$1.68M Buy
18,414
+1,377
+8% +$137K 0.96% 24
2022
Q1 		$1.85M Buy
17,037
+80
+0.5% +$8.47K 0.9% 25
2021
Q4 		$1.97M Buy
16,957
+835
+5% +$91.2K 0.93% 26
2021
Q3 		$1.64M Buy
16,122
+2,519
+19% +$267K 0.86% 25
2021
Q2 		$1.39M Buy
13,603
+2,155
+19% +$214K 0.76% 30
2021
Q1 		$1.05M Buy
11,448
+192
+2% +$16.9K 0.63% 36
2020
Q4 		$956K Buy
11,256
+83
+0.7% +$6.88K 0.69% 34
2020
Q3 		$882K Buy
11,173
+455
+4% +$36.5K 0.9% 28
2020
Q2 		$842K Sell
10,718
-13
-0.1% -$986 0.93% 28
2020
Q1 		$750K Buy
10,731
+767
+8% +$67.4K 1.07% 28
2019
Q4 		$925K Buy
+9,964
New +$923K 0.97% 28

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

Matrix Private Capital Group's VNQ Position: Q1 2026 in Review

Matrix Private Capital Group increased its Vanguard Real Estate ETF (VNQ) stake by 1.4% in Q1 2026, buying an estimated $13K and bringing the position to 10,202 shares worth $905K. The position accounts for 0.44% of the portfolio, ranked #42.

Matrix Private Capital Group first reported a position in VNQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.97M in Q4 2021. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Matrix Private Capital Group held 10,202 shares of Vanguard Real Estate ETF worth $905K as of Q1 2026.
  • Matrix Private Capital Group bought 142 Vanguard Real Estate ETF shares in Q1 2026, an estimated $13K.
  • Vanguard Real Estate ETF made up 0.44% of Matrix Private Capital Group's portfolio in Q1 2026, its #42 holding.
  • Matrix Private Capital Group first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 26 quarters since.
  • Matrix Private Capital Group's Vanguard Real Estate ETF position peaked at $1.97M in Q4 2021.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.