MJT & Associates Financial Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

MJT & Associates Financial Advisory’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	$1.14M	Buy	12,739 +3,260	+34%	+$316K	0.74%	15
2026 Q2	$914K	Buy	9,479 +3,585	+61%	+$343K	0.6%	16
2026 Q1	$523K	Buy	5,894 +2,255	+62%	+$207K	0.38%	20
2025 Q4	$322K	Buy	3,639 +2,018	+124%	+$181K	0.24%	28
2025 Q3	$148K	Sell	1,621 -16	-1%	-$1.45K	0.12%	45
2025 Q2	$146K	Sell	1,637 -366	-18%	-$32.3K	0.18%	54
2025 Q1	$181K	Buy	+2,003	New	+$182K	0.17%	50

Other funds holding VNQ

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

BCMIO

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

PSU

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

PIMG

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

CTI

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

CFP

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

MJT & Associates Financial Advisory's VNQ Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its Vanguard Real Estate ETF (VNQ) stake by 34% in Q3 2026, buying an estimated $316K and bringing the position to 12,739 shares worth $1.14M. The position accounts for 0.74% of the portfolio, ranked #15.

MJT & Associates Financial Advisory first reported a position in VNQ in Q1 2025 and has held it in 7 quarters since. 316 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

MJT & Associates Financial Advisory held 12,739 shares of Vanguard Real Estate ETF worth $1.14M as of Q3 2026.
MJT & Associates Financial Advisory bought 3,260 Vanguard Real Estate ETF shares in Q3 2026, an estimated $316K.
Vanguard Real Estate ETF made up 0.74% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #15 holding.
MJT & Associates Financial Advisory first reported a position in Vanguard Real Estate ETF in Q1 2025 and has held it in 7 quarters since.
316 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.