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MBM Wealth Consultants’s Vanguard Real Estate ETF VNQ Stock Holding History

MBM Wealth Consultants’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 		– Sell
-212
Closed -$18.8K – 364
2026
Q1 		$18.8K Buy
+212
New +$19.4K ﹤0.01% 207
2019
Q1 		– Sell
-835
Closed -$62K – 245
2018
Q4 		$62K Buy
+835
New +$65.8K 0.06% 119

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

MBM Wealth Consultants's VNQ Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 212 shares — an estimated $18.8K sold.

MBM Wealth Consultants first reported a position in VNQ in Q4 2018 and held it in 2 quarters. The position peaked at $62K in Q4 2018. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 212 Vanguard Real Estate ETF shares in Q2 2026, an estimated $18.8K.
  • MBM Wealth Consultants first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 2 quarters.
  • MBM Wealth Consultants's Vanguard Real Estate ETF position peaked at $62K in Q4 2018.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.