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Meridian Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Meridian 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
2024
Q4 		– Sell
-2,205
Closed -$215K – 104
2024
Q3 		$215K Buy
+2,205
New +$203K 0.05% 89
2024
Q2 		– Sell
-2,840
Closed -$246K – 105
2024
Q1 		$246K Buy
2,840
+1
+0% +$85 0.07% 86
2023
Q4 		$240K Sell
2,839
-244
-8% -$19.3K 0.07% 85
2023
Q3 		$233K Sell
3,083
-93
-3% -$7.67K 0.08% 86
2023
Q2 		$265K Hold
3,176
– – 0.08% 85
2023
Q1 		$264K Buy
+3,176
New +$273K 0.09% 83

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meridian Management's VNQ Position: Q4 2024 in Review

Meridian Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,205 shares — an estimated $215K sold.

Meridian Management first reported a position in VNQ in Q1 2023 and held it in 6 quarters. The position peaked at $265K in Q2 2023. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Meridian Management reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Meridian Management sold 2,205 Vanguard Real Estate ETF shares in Q4 2024, an estimated $215K.
  • Meridian Management first reported a position in Vanguard Real Estate ETF in Q1 2023 and held it in 6 quarters.
  • Meridian Management's Vanguard Real Estate ETF position peaked at $265K in Q2 2023.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Meridian Management's 13F filing for Q4 2024, filed 12 Feb 2025.