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 Q2	$10.5M	Buy	108,533 +23,943	+28%	+$2.29M	0.12%	176
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 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

Modern Wealth Management's VNQ Position: Q2 2026 in Review

Modern Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 28% in Q2 2026, buying an estimated $2.29M and bringing the position to 108,533 shares worth $10.5M. The position accounts for 0.12% of the portfolio, ranked #176.

Modern Wealth Management first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Modern Wealth Management held 108,533 shares of Vanguard Real Estate ETF worth $10.5M as of Q2 2026.
Modern Wealth Management bought 23,943 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.29M.
Vanguard Real Estate ETF made up 0.12% of Modern Wealth Management's portfolio in Q2 2026, its #176 holding.
Modern Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.