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 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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

MJT & Associates Financial Advisory's VNQ Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its Vanguard Real Estate ETF (VNQ) stake by 61% in Q2 2026, buying an estimated $343K and bringing the position to 9,479 shares worth $914K. The position accounts for 0.6% of the portfolio, ranked #16.

MJT & Associates Financial Advisory first reported a position in VNQ in Q1 2025 and has held it in 6 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

MJT & Associates Financial Advisory held 9,479 shares of Vanguard Real Estate ETF worth $914K as of Q2 2026.
MJT & Associates Financial Advisory bought 3,585 Vanguard Real Estate ETF shares in Q2 2026, an estimated $343K.
Vanguard Real Estate ETF made up 0.6% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #16 holding.
MJT & Associates Financial Advisory first reported a position in Vanguard Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.