MFA Wealth Services’s Vanguard Real Estate ETF VNQ Stock Holding History

MFA Wealth Services’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 Q3	$4.07M	Buy	45,460 +1,580	+4%	+$153K	2.42%	7
2026 Q2	$4.23M	Buy	43,880 +386	+0.9%	+$36.9K	2.53%	7
2026 Q1	$3.86M	Buy	43,494 +1,265	+3%	+$116K	2.55%	7
2025 Q4	$3.74M	Buy	42,229 +330	+0.8%	+$29.7K	2.52%	7
2025 Q3	$3.83M	Buy	41,899 +1,599	+4%	+$145K	2.64%	7
2025 Q2	$3.59M	Buy	40,300 +684	+2%	+$60.3K	2.7%	6
2025 Q1	$3.59M	Buy	39,616 +615	+2%	+$55.8K	2.95%	6
2024 Q4	$3.47M	Buy	+39,001	New	+$3.69M	2.79%	6

Other funds holding VNQ

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

MFA Wealth Services's VNQ Position: Q3 2026 in Review

MFA Wealth Services increased its Vanguard Real Estate ETF (VNQ) stake by 3.6% in Q3 2026, buying an estimated $153K and bringing the position to 45,460 shares worth $4.07M. The position accounts for 2.42% of the portfolio, ranked #7.

MFA Wealth Services first reported a position in VNQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.23M in Q2 2026. 483 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

MFA Wealth Services held 45,460 shares of Vanguard Real Estate ETF worth $4.07M as of Q3 2026.
MFA Wealth Services bought 1,580 Vanguard Real Estate ETF shares in Q3 2026, an estimated $153K.
Vanguard Real Estate ETF made up 2.42% of MFA Wealth Services's portfolio in Q3 2026, its #7 holding.
MFA Wealth Services first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Vanguard Real Estate ETF position peaked at $4.23M in Q2 2026.
483 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.