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Matthew Hamilton Rosenberg’s Vanguard Real Estate ETF VNQ Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$78.9K Hold
880
– – 0.01% 381
2026
Q2 		$84.9K Hold
880
– – 0.02% 365
2026
Q1 		$78.1K Buy
880
+336
+62% +$30.8K 0.02% 364
2025
Q4 		$48.1K Sell
544
-98
-15% -$8.81K 0.01% 431
2025
Q3 		$58.7K Hold
642
– – 0.01% 400
2025
Q2 		$57.2K Sell
642
-388
-38% -$34.2K 0.01% 419
2025
Q1 		$93.3K Hold
1,030
– – 0.02% 327
2024
Q4 		$91.8K Hold
1,030
– – 0.02% 326
2024
Q3 		$100K Sell
1,030
-94
-8% -$8.65K 0.03% 322
2024
Q2 		$93.3K Sell
1,124
-786
-41% -$64.9K 0.03% 311
2024
Q1 		$162K Sell
1,910
-286
-13% -$24.4K 0.05% 223
2023
Q4 		$194K Sell
2,196
-376
-15% -$29.8K 0.06% 181
2023
Q3 		$195K Buy
2,572
+115
+5% +$9.48K 0.06% 162
2023
Q2 		$205K Sell
2,457
-880
-26% -$72.1K 0.07% 165
2023
Q1 		$277K Sell
3,337
-805
-19% -$69.2K 0.09% 138
2022
Q4 		$342K Sell
4,142
-42
-1% -$3.48K 0.12% 107
2022
Q3 		$335K Sell
4,184
-45
-1% -$4.21K 0.13% 99
2022
Q2 		$392K Sell
4,229
-139
-3% -$13.9K 0.15% 86
2022
Q1 		$473K Sell
4,368
-44
-1% -$4.66K 0.17% 79
2021
Q4 		$512K Sell
4,412
-151
-3% -$16.5K 0.18% 65
2021
Q3 		$464K Buy
4,563
+223
+5% +$23.7K 0.18% 64
2021
Q2 		$442K Hold
4,340
– – 0.23% 48
2021
Q1 		$399K Buy
4,340
+3
+0.1% +$264 0.23% 49
2020
Q4 		$368K Sell
4,337
-147
-3% -$12.2K 0.23% 49
2020
Q3 		$354K Sell
4,484
-42
-0.9% -$3.37K 0.26% 47
2020
Q2 		$355K Sell
4,526
-1,084
-19% -$82.2K 0.28% 43
2020
Q1 		$392K Buy
+5,610
New +$493K 0.39% 33

Other funds holding VNQ

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Matthew Hamilton Rosenberg's VNQ Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2026 at 880 shares worth $78.9K. The position accounts for 0.01% of the portfolio, ranked #381.

Matthew Hamilton Rosenberg first reported a position in VNQ in Q1 2020 and has held it in 27 quarters since. The position peaked at $512K in Q4 2021. 110 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Matthew Hamilton Rosenberg held 880 shares of Vanguard Real Estate ETF worth $78.9K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Vanguard Real Estate ETF share count unchanged in Q3 2026.
  • Vanguard Real Estate ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #381 holding.
  • Matthew Hamilton Rosenberg first reported a position in Vanguard Real Estate ETF in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Vanguard Real Estate ETF position peaked at $512K in Q4 2021.
  • 110 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.