MGO Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

MGO Private Wealth’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 Q1	–	Sell	-18,731	Closed	-$1.66M	–	63
2025 Q4	$1.66M	Buy	18,731 +7,122	+61%	+$640K	1.03%	24
2025 Q3	$1.06M	Buy	11,609 +300	+3%	+$27.2K	0.64%	33
2025 Q2	$1.01M	Buy	11,309 +1,498	+15%	+$132K	0.64%	33
2025 Q1	$888K	Buy	9,811 +810	+9%	+$73.5K	0.63%	32
2024 Q4	$802K	Buy	9,001 +1,431	+19%	+$135K	0.57%	33
2024 Q3	$737K	Buy	7,570 +3,002	+66%	+$276K	0.52%	31
2024 Q2	$383K	Sell	4,568 -88	-2%	-$7.27K	0.24%	54
2024 Q1	$403K	Buy	4,656 +19	+0.4%	+$1.62K	0.25%	54
2023 Q4	$410K	Buy	4,637 +65	+1%	+$5.15K	0.28%	48
2023 Q3	$346K	Buy	4,572 +324	+8%	+$26.7K	0.26%	51
2023 Q2	$355K	Buy	+4,248	New	+$348K	0.27%	51

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

MGO Private Wealth's VNQ Position: Q1 2026 in Review

MGO Private Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 18,731 shares — an estimated $1.66M sold.

MGO Private Wealth first reported a position in VNQ in Q2 2023 and held it in 11 quarters. The position peaked at $1.66M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

MGO Private Wealth reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
MGO Private Wealth sold 18,731 Vanguard Real Estate ETF shares in Q1 2026, an estimated $1.66M.
MGO Private Wealth first reported a position in Vanguard Real Estate ETF in Q2 2023 and held it in 11 quarters.
MGO Private Wealth's Vanguard Real Estate ETF position peaked at $1.66M in Q4 2025.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.