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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
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

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

Matthew Hamilton Rosenberg's VNQ Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 880 shares worth $84.9K. The position accounts for 0.02% of the portfolio, ranked #365.

Matthew Hamilton Rosenberg first reported a position in VNQ in Q1 2020 and has held it in 26 quarters since. The position peaked at $512K in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Matthew Hamilton Rosenberg held 880 shares of Vanguard Real Estate ETF worth $84.9K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #365 holding.
  • Matthew Hamilton Rosenberg first reported a position in Vanguard Real Estate ETF in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Vanguard Real Estate ETF position peaked at $512K in Q4 2021.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.