MWM
VNQ icon

Melfa Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Melfa Wealth Management’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 		$250K Sell
2,594
-255
-9% -$24.4K 0.13% 146
2026
Q1 		$253K Sell
2,849
-6
-0.2% -$550 0.15% 145
2025
Q4 		$253K Hold
2,855
– – 0.15% 148
2025
Q3 		$261K Buy
2,855
+17
+0.6% +$1.54K 0.15% 147
2025
Q2 		$253K Buy
2,838
+13
+0.5% +$1.15K 0.16% 144
2025
Q1 		$256K Buy
2,825
+86
+3% +$7.81K 0.17% 137
2024
Q4 		$244K Buy
2,739
+86
+3% +$8.13K 0.16% 140
2024
Q3 		$258K Sell
2,653
-88
-3% -$8.1K 0.17% 136
2024
Q2 		$230K Sell
2,741
-8
-0.3% -$661 0.16% 141
2024
Q1 		$238K Buy
+2,749
New +$235K 0.17% 135

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

Melfa Wealth Management's VNQ Position: Q2 2026 in Review

Melfa Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 9% in Q2 2026, selling an estimated $24.4K and leaving 2,594 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #146.

Melfa Wealth Management first reported a position in VNQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $261K in Q3 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Melfa Wealth Management held 2,594 shares of Vanguard Real Estate ETF worth $250K as of Q2 2026.
  • Melfa Wealth Management sold 255 Vanguard Real Estate ETF shares in Q2 2026, an estimated $24.4K.
  • Vanguard Real Estate ETF made up 0.13% of Melfa Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Melfa Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
  • Melfa Wealth Management's Vanguard Real Estate ETF position peaked at $261K in Q3 2025.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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