Medallion Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Medallion Wealth Advisors’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	$1.75M	Buy	18,115 +997	+6%	+$95.3K	0.55%	48
2026 Q1	$1.52M	Buy	17,118 +1,177	+7%	+$108K	0.5%	51
2025 Q4	$1.41M	Buy	15,941 +1,163	+8%	+$105K	0.47%	56
2025 Q3	$1.35M	Buy	14,778 +1,588	+12%	+$144K	0.48%	51
2025 Q2	$1.18M	Buy	13,190 +1,485	+13%	+$131K	0.46%	51
2025 Q1	$1.06M	Buy	11,705 +2,230	+24%	+$202K	0.48%	47
2024 Q4	$844K	Buy	+9,475	New	+$895K	0.42%	60

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Medallion Wealth Advisors's VNQ Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 5.8% in Q2 2026, buying an estimated $95.3K and bringing the position to 18,115 shares worth $1.75M. The position accounts for 0.55% of the portfolio, ranked #48.

Medallion Wealth Advisors first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 1,807 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Medallion Wealth Advisors held 18,115 shares of Vanguard Real Estate ETF worth $1.75M as of Q2 2026.
Medallion Wealth Advisors bought 997 Vanguard Real Estate ETF shares in Q2 2026, an estimated $95.3K.
Vanguard Real Estate ETF made up 0.55% of Medallion Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Medallion Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
1,807 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.