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

Meridian 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 		$4.11M Buy
42,668
+29,801
+232% +$2.85M 0.13% 164
2026
Q1 		$1.14M Buy
12,867
+636
+5% +$58.3K 0.04% 331
2025
Q4 		$1.08M Sell
12,231
-627
-5% -$56.3K 0.04% 336
2025
Q3 		$1.18M Buy
12,858
+908
+8% +$82.4K 0.05% 299
2025
Q2 		$1.06M Buy
11,950
+972
+9% +$85.7K 0.05% 299
2025
Q1 		$994K Sell
10,978
-3,265
-23% -$296K 0.05% 294
2024
Q4 		$1.27M Buy
14,243
+1,606
+13% +$152K 0.06% 249
2024
Q3 		$1.23M Buy
+12,637
New +$1.16M 0.06% 246
2024
Q1 		– Sell
-10,948
Closed -$967K – 548
2023
Q4 		$967K Buy
10,948
+5,716
+109% +$453K 0.06% 269
2023
Q3 		$396K Buy
5,232
+1,336
+34% +$110K 0.02% 408
2023
Q2 		$326K Sell
3,896
-28
-0.7% -$2.29K 0.03% 414
2023
Q1 		$326K Sell
3,924
-997
-20% -$85.7K 0.03% 404
2022
Q4 		$406K Sell
4,921
-452
-8% -$37.5K 0.04% 347
2022
Q3 		$431K Sell
5,373
-1,428
-21% -$134K 0.05% 302
2022
Q2 		$620K Buy
6,801
+2,558
+60% +$255K 0.05% 310
2022
Q1 		$460K Sell
4,243
-132
-3% -$14K 0.05% 251
2021
Q4 		$508K Buy
4,375
+1,673
+62% +$183K 0.05% 245
2021
Q3 		$275K Buy
2,702
+340
+14% +$36.1K 0.03% 323
2021
Q2 		$240K Buy
+2,362
New +$234K 0.03% 341
2019
Q3 		– Sell
-1,069
Closed -$93.5K – 489
2019
Q2 		$93.5K Buy
+1,069
New +$93.6K 0.04% 282
2017
Q3 		– Sell
-2,839
Closed -$236K – 184
2017
Q2 		$236K Buy
2,839
+178
+7% +$14.8K 0.15% 144
2017
Q1 		$220K Buy
2,661
+124
+5% +$10.3K 0.13% 152
2016
Q4 		$209K Buy
+2,537
New +$207K 0.17% 120

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

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

Meridian Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 232% in Q2 2026, buying an estimated $2.85M and bringing the position to 42,668 shares worth $4.11M. The position accounts for 0.13% of the portfolio, ranked #164.

Meridian Wealth Management first reported a position in VNQ in Q4 2016 and has held it in 23 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Meridian Wealth Management held 42,668 shares of Vanguard Real Estate ETF worth $4.11M as of Q2 2026.
  • Meridian Wealth Management bought 29,801 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.85M.
  • Vanguard Real Estate ETF made up 0.13% of Meridian Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Meridian Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 23 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.