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VNQ icon

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

MGB 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
2025
Q4 		$278 Sell
3
-2,225
-100% -$200K ﹤0.01% 308
2025
Q3 		$204K Buy
2,228
+1
+0% +$91 0.06% 220
2025
Q2 		$198K Buy
2,227
+2
+0.1% +$176 0.07% 212
2025
Q1 		$201K Hold
2,225
– – 0.07% 205
2024
Q4 		$198K Hold
2,225
– – 0.06% 194
2024
Q3 		$217K Buy
2,225
+200
+10% +$18.4K 0.08% 176
2024
Q2 		$177K Buy
2,025
+100
+5% +$8.26K 0.07% 190
2024
Q1 		$166K Buy
1,925
+40
+2% +$3.42K 0.07% 190
2023
Q4 		$167K Buy
+1,885
New +$149K 0.08% 183

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

MGB Wealth Management's VNQ Position: Q4 2025 in Review

MGB Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 100% in Q4 2025, selling an estimated $200K and leaving 3 shares worth $278. The position accounts for ﹤0.01% of the portfolio, ranked #308.

MGB Wealth Management first reported a position in VNQ in Q4 2023 and has held it in 9 quarters since. The position peaked at $217K in Q3 2024. 1,753 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

  • MGB Wealth Management held 3 shares of Vanguard Real Estate ETF worth $278 as of Q4 2025.
  • MGB Wealth Management sold 2,225 Vanguard Real Estate ETF shares in Q4 2025, an estimated $200K.
  • Vanguard Real Estate ETF made up ﹤0.01% of MGB Wealth Management's portfolio in Q4 2025, its #308 holding.
  • MGB Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's Vanguard Real Estate ETF position peaked at $217K in Q3 2024.
  • 1,753 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.