Mayflower Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$932K Buy
9,666
+158
+2% +$15.1K 0.08% 208
2026
Q1
$843K Buy
9,508
+1,785
+23% +$164K 0.1% 189
2025
Q4
$683K Sell
7,723
-250
-3% -$22.5K 0.08% 204
2025
Q3
$729K Sell
7,973
-210
-3% -$19K 0.09% 192
2025
Q2
$729K Sell
8,183
-52
-0.6% -$4.59K 0.1% 187
2025
Q1
$746K Sell
8,235
-314
-4% -$28.5K 0.11% 170
2024
Q4
$762K Sell
8,549
-21
-0.2% -$1.98K 0.11% 171
2024
Q3
$835K Sell
8,570
-490
-5% -$45.1K 0.13% 155
2024
Q2
$759K Sell
9,060
-604
-6% -$49.9K 0.12% 158
2024
Q1
$836K Buy
9,664
+300
+3% +$25.6K 0.14% 149
2023
Q4
$827K Sell
9,364
-2
-0% -$159 0.11% 149
2023
Q3
$709K Sell
9,366
-1,658
-15% -$137K 0.11% 151
2023
Q2
$921K Sell
11,024
-109
-1% -$8.93K 0.12% 139
2023
Q1
$924K Sell
11,133
-22
-0.2% -$1.89K 0.12% 139
2022
Q4
$920K Sell
11,155
-924
-8% -$76.6K 0.13% 133
2022
Q3
$968K Buy
12,079
+355
+3% +$33.2K 0.16% 108
2022
Q2
$1.07M Sell
11,724
-124
-1% -$12.4K 0.16% 110
2022
Q1
$1.28M Sell
11,848
-154
-1% -$16.3K 0.17% 96
2021
Q4
$1.39M Buy
12,002
+45
+0.4% +$4.92K 0.18% 88
2021
Q3
$1.28M Buy
11,957
+159
+1% +$16.9K 0.17% 87
2021
Q2
$1.2M Sell
11,798
-55
-0.5% -$5.45K 0.17% 87
2021
Q1
$1.09M Sell
11,853
-225
-2% -$19.8K 0.16% 92
2020
Q4
$1.03M Buy
+12,078
New +$1M 0.18% 86

Other funds holding VNQ

Mayflower Financial Advisors's VNQ Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 1.7% in Q2 2026, buying an estimated $15.1K and bringing the position to 9,666 shares worth $932K. The position accounts for 0.08% of the portfolio, ranked #208.

Mayflower Financial Advisors first reported a position in VNQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.39M in Q4 2021. 693 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Mayflower Financial Advisors held 9,666 shares of Vanguard Real Estate ETF worth $932K as of Q2 2026.
  • Mayflower Financial Advisors bought 158 Vanguard Real Estate ETF shares in Q2 2026, an estimated $15.1K.
  • Vanguard Real Estate ETF made up 0.08% of Mayflower Financial Advisors's portfolio in Q2 2026, its #208 holding.
  • Mayflower Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Vanguard Real Estate ETF position peaked at $1.39M in Q4 2021.
  • 693 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.