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Mendel Money Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Mendel Money 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
2025
Q3 		– Sell
-4,693
Closed -$418K – 157
2025
Q2 		$418K Buy
4,693
+70
+2% +$6.17K 0.19% 107
2025
Q1 		$419K Sell
4,623
-141
-3% -$12.8K 0.2% 105
2024
Q4 		$424K Sell
4,764
-318
-6% -$30K 0.19% 108
2024
Q3 		$495K Buy
5,082
+1,304
+35% +$120K 0.21% 100
2024
Q2 		$316K Sell
3,778
-244
-6% -$20.1K 0.15% 113
2024
Q1 		$348K Sell
4,022
-989
-20% -$84.5K 0.16% 108
2023
Q4 		$443K Buy
5,011
+422
+9% +$33.4K 0.21% 91
2023
Q3 		$347K Buy
4,589
+468
+11% +$38.6K 0.19% 102
2023
Q2 		$344K Buy
4,121
+349
+9% +$28.6K 0.18% 107
2023
Q1 		$313K Buy
3,772
+606
+19% +$52.1K 0.17% 102
2022
Q4 		$261K Sell
3,166
-41
-1% -$3.4K 0.15% 110
2022
Q3 		$257K Buy
3,207
+183
+6% +$17.1K 0.16% 103
2022
Q2 		$276K Buy
3,024
+736
+32% +$73.4K 0.16% 101
2022
Q1 		$248K Buy
+2,288
New +$242K 0.12% 117

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Mendel Money Management's VNQ Position: Q3 2025 in Review

Mendel Money Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2025, closing a stake of 4,693 shares — an estimated $418K sold.

Mendel Money Management first reported a position in VNQ in Q1 2022 and held it in 14 quarters. The position peaked at $495K in Q3 2024. 1,681 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Mendel Money Management reported no remaining Vanguard Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Mendel Money Management sold 4,693 Vanguard Real Estate ETF shares in Q3 2025, an estimated $418K.
  • Mendel Money Management first reported a position in Vanguard Real Estate ETF in Q1 2022 and held it in 14 quarters.
  • Mendel Money Management's Vanguard Real Estate ETF position peaked at $495K in Q3 2024.
  • 1,681 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Mendel Money Management's 13F filing for Q3 2025, filed 10 Nov 2025.