Meridian Investment Counsel’s Vanguard Real Estate ETF VNQ Stock Holding History

Meridian Investment Counsel’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	$393K	Buy	4,073 +375	+10%	+$35.8K	0.08%	180
2026 Q1	$328K	Hold	3,698	–	–	0.08%	187
2025 Q4	$327K	Hold	3,698	–	–	0.08%	187
2025 Q3	$338K	Hold	3,698	–	–	0.08%	180
2025 Q2	$329K	Hold	3,698	–	–	0.09%	174
2025 Q1	$335K	Hold	3,698	–	–	0.1%	165
2024 Q4	$329K	Hold	3,698	–	–	0.1%	167
2024 Q3	$360K	Hold	3,698	–	–	0.11%	157
2024 Q2	$310K	Hold	3,698	–	–	0.1%	171
2024 Q1	$320K	Sell	3,698 -91	-2%	-$7.78K	0.11%	168
2023 Q4	$335K	Hold	3,789	–	–	0.11%	164
2023 Q3	$287K	Hold	3,789	–	–	0.11%	171
2023 Q2	$317K	Sell	3,789 -510	-12%	-$41.8K	0.11%	162
2023 Q1	$357K	Hold	4,299	–	–	0.14%	154
2022 Q4	$355K	Hold	4,299	–	–	0.14%	148
2022 Q3	$345K	Sell	4,299 -55	-1%	-$5.14K	0.15%	145
2022 Q2	$397K	Hold	4,354	–	–	0.16%	131
2022 Q1	$472K	Hold	4,354	–	–	0.16%	135
2021 Q4	$505K	Hold	4,354	–	–	0.17%	125
2021 Q3	$443K	Hold	4,354	–	–	0.16%	130
2021 Q2	$443K	Hold	4,354	–	–	0.16%	133
2021 Q1	$400K	Hold	4,354	–	–	0.15%	140
2020 Q4	$370K	Sell	4,354 -11	-0.3%	-$912	0.16%	131
2020 Q3	$345K	Buy	4,365 +11	+0.3%	+$883	0.17%	122
2020 Q2	$342K	Hold	4,354	–	–	0.17%	119
2020 Q1	$304K	Hold	4,354	–	–	0.2%	115
2019 Q4	$404K	Hold	4,354	–	–	0.2%	114
2019 Q3	$406K	Buy	4,354 +55	+1%	+$4.99K	0.22%	112
2019 Q2	$376K	Hold	4,299	–	–	0.21%	113
2019 Q1	$374K	Sell	4,299 -462	-10%	-$38.2K	0.22%	111
2018 Q4	$355K	Hold	4,761	–	–	0.23%	107
2018 Q3	$384K	Hold	4,761	–	–	0.21%	113
2018 Q2	$388K	Hold	4,761	–	–	0.22%	115
2018 Q1	$359K	Hold	4,761	–	–	0.2%	117
2017 Q4	$395K	Hold	4,761	–	–	0.21%	113
2017 Q3	$396K	Hold	4,761	–	–	0.23%	111
2017 Q2	$396K	Hold	4,761	–	–	0.24%	106
2017 Q1	$393K	Hold	4,761	–	–	0.24%	111
2016 Q4	$393K	Buy	4,761 +91	+2%	+$7.41K	0.26%	103
2016 Q3	$405K	Buy	4,670 +464	+11%	+$41.4K	0.27%	104
2016 Q2	$373K	Hold	4,206	–	–	0.25%	109
2016 Q1	$352K	Buy	4,206 +868	+26%	+$67.6K	0.25%	111
2015 Q4	$266K	Buy	+3,338	New	+$264K	0.2%	126

Other funds holding VNQ

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Meridian Investment Counsel's VNQ Position: Q2 2026 in Review

Meridian Investment Counsel increased its Vanguard Real Estate ETF (VNQ) stake by 10% in Q2 2026, buying an estimated $35.8K and bringing the position to 4,073 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #180.

Meridian Investment Counsel first reported a position in VNQ in Q4 2015 and has held it in 43 quarters since. The position peaked at $505K in Q4 2021. 901 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Meridian Investment Counsel held 4,073 shares of Vanguard Real Estate ETF worth $393K as of Q2 2026.
Meridian Investment Counsel bought 375 Vanguard Real Estate ETF shares in Q2 2026, an estimated $35.8K.
Vanguard Real Estate ETF made up 0.08% of Meridian Investment Counsel's portfolio in Q2 2026, its #180 holding.
Meridian Investment Counsel first reported a position in Vanguard Real Estate ETF in Q4 2015 and has held it in 43 quarters since.
Meridian Investment Counsel's Vanguard Real Estate ETF position peaked at $505K in Q4 2021.
901 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.