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

Modern 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
2026 Q1	$7.53M	Sell	84,590 -303	-0.4%	-$27.8K	0.13%	163
2025 Q4	$7.51M	Buy	84,893 +3,940	+5%	+$354K	0.14%	156
2025 Q3	$7.4M	Sell	80,953 -1,463	-2%	-$133K	0.15%	149
2025 Q2	$7.34M	Buy	82,416 +75,460	+1,085%	+$6.66M	0.18%	123
2025 Q1	$630K	Buy	6,956 +1,758	+34%	+$160K	0.02%	372
2024 Q4	$463K	Buy	5,198 +362	+7%	+$34.2K	0.02%	375
2024 Q3	$471K	Sell	4,836 -218	-4%	-$20.1K	0.03%	262
2024 Q2	$423K	Buy	5,054 +100	+2%	+$8.26K	0.03%	249
2024 Q1	$428K	Buy	4,954 +1,407	+40%	+$120K	0.04%	189
2023 Q4	$313K	Buy	+3,547	New	+$281K	0.04%	134

Other funds holding VNQ

Empower Advisory Group

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

Northwestern Mutual Wealth Management

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 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 $1.47T AUM 27.86% 1-Year Est. Return

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