MW
VNQ icon

MBL Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

MBL Wealth’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 		$5.14M Buy
53,333
+3,719
+7% +$355K 0.35% 58
2026
Q1 		$4.4M Buy
49,614
+2,567
+5% +$235K 0.33% 61
2025
Q4 		$4.16M Sell
47,047
-4,086
-8% -$367K 0.33% 63
2025
Q3 		$4.67M Sell
51,133
-3,436
-6% -$312K 0.41% 54
2025
Q2 		$4.86M Buy
54,569
+2,033
+4% +$179K 0.46% 49
2025
Q1 		$4.76M Buy
52,536
+1,902
+4% +$173K 0.48% 44
2024
Q4 		$4.51M Buy
50,634
+2,670
+6% +$252K 0.45% 45
2024
Q3 		$4.67M Buy
47,964
+2,083
+5% +$192K 0.5% 43
2024
Q2 		$3.84M Buy
45,881
+15,630
+52% +$1.29M 0.43% 50
2024
Q1 		$2.62M Buy
30,251
+27,206
+893% +$2.32M 0.3% 52
2023
Q4 		$269K Buy
+3,045
New +$241K 0.03% 149
2023
Q1 		– Sell
-19,634
Closed -$1.62M – 182
2022
Q4 		$1.62M Sell
19,634
-2,512
-11% -$208K 0.31% 50
2022
Q3 		$1.77M Sell
22,146
-675
-3% -$63.1K 0.38% 48
2022
Q2 		$2.08M Buy
22,821
+4,735
+26% +$472K 0.52% 43
2022
Q1 		$1.96M Buy
+18,086
New +$1.91M 0.48% 42
2021
Q3 		$1.54M Buy
+15,092
New +$1.6M 0.53% 42
2021
Q1 		$418K Buy
+4,550
New +$400K 0.15% 98

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MBL Wealth's VNQ Position: Q2 2026 in Review

MBL Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 7.5% in Q2 2026, buying an estimated $355K and bringing the position to 53,333 shares worth $5.14M. The position accounts for 0.35% of the portfolio, ranked #58.

MBL Wealth first reported a position in VNQ in Q1 2021 and has held it in 17 quarters since. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • MBL Wealth held 53,333 shares of Vanguard Real Estate ETF worth $5.14M as of Q2 2026.
  • MBL Wealth bought 3,719 Vanguard Real Estate ETF shares in Q2 2026, an estimated $355K.
  • Vanguard Real Estate ETF made up 0.35% of MBL Wealth's portfolio in Q2 2026, its #58 holding.
  • MBL Wealth first reported a position in Vanguard Real Estate ETF in Q1 2021 and has held it in 17 quarters since.
  • 897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.