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Moller Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Moller Wealth Partners’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 		$10.4M Sell
107,370
-133,263
-55% -$12.7M 1.87% 19
2026
Q1 		$21.3M Buy
240,633
+13,341
+6% +$1.22M 4.21% 9
2025
Q4 		$20.1M Buy
227,292
+7,727
+4% +$694K 4.21% 9
2025
Q3 		$20.1M Buy
219,565
+3,224
+1% +$292K 4.19% 9
2025
Q2 		$19.3M Buy
216,341
+11,561
+6% +$1.02M 4.25% 9
2025
Q1 		$18.5M Buy
204,780
+12,753
+7% +$1.16M 4.58% 8
2024
Q4 		$17.1M Sell
192,027
-988
-0.5% -$93.4K 4.5% 8
2024
Q3 		$18.8M Sell
193,015
-7,004
-4% -$645K 4.7% 8
2024
Q2 		$16.8M Buy
200,019
+3,532
+2% +$292K 4.47% 8
2024
Q1 		$17M Buy
196,487
+1,300
+0.7% +$111K 4.6% 8
2023
Q4 		$17.2M Buy
195,187
+8,261
+4% +$655K 4.86% 7
2023
Q3 		$14.1M Buy
186,926
+168
+0.1% +$13.9K 4.49% 8
2023
Q2 		$15.6M Sell
186,758
-959
-0.5% -$78.6K 4.77% 7
2023
Q1 		$15.6M Buy
187,717
+517
+0.3% +$44.4K 4.81% 7
2022
Q4 		$15.4M Buy
187,200
+7,757
+4% +$643K 4.96% 6
2022
Q3 		$14.4M Buy
179,443
+1,018
+0.6% +$95.2K 5.18% 7
2022
Q2 		$16.3M Buy
178,425
+1,967
+1% +$196K 5.51% 7
2022
Q1 		$19.1M Buy
176,458
+2,564
+1% +$271K 5.95% 6
2021
Q4 		$20.2M Sell
173,894
-1,307
-0.7% -$143K 6.44% 6
2021
Q3 		$17.8M Sell
175,201
-3,545
-2% -$376K 5.89% 6
2021
Q2 		$18.2M Sell
178,746
-6,506
-4% -$645K 5.98% 6
2021
Q1 		$17M Buy
185,252
+22,592
+14% +$1.99M 5.93% 6
2020
Q4 		$13.8M Sell
162,660
-14,219
-8% -$1.18M 5.71% 6
2020
Q3 		$14M Sell
176,879
-14,988
-8% -$1.2M 6.26% 5
2020
Q2 		$15.1M Sell
191,867
-40,944
-18% -$3.1M 6.59% 4
2020
Q1 		$16.3M Buy
232,811
+679
+0.3% +$59.6K 8.42% 2
2019
Q4 		$21.5M Buy
232,132
+8,783
+4% +$813K 9.54% 1
2019
Q3 		$20.8M Sell
223,349
-11,208
-5% -$1.02M 10.07% 1
2019
Q2 		$20.5M Sell
234,557
-94,064
-29% -$8.23M 10.51% 1
2019
Q1 		$28.6M Buy
328,621
+156,547
+91% +$12.9M 12.8% 1
2018
Q4 		$13.3M Sell
172,074
-277,352
-62% -$21.9M 8.7% 3
2018
Q3 		$36.3M Buy
449,426
+270,274
+151% +$22.3M 15.88% 3
2018
Q2 		$14.6M Buy
179,152
+3,472
+2% +$269K 5.67% 8
2018
Q1 		$13.3M Sell
175,680
-32,709
-16% -$2.5M 5.75% 9
2017
Q4 		$17.3M Buy
208,389
+65,547
+46% +$5.49M 6.58% 6
2017
Q3 		$11.9M Sell
142,842
-42,151
-23% -$3.52M 4.54% 9
2017
Q2 		$15.4M Buy
184,993
+11,947
+7% +$996K 6.48% 8
2017
Q1 		$14.3M Buy
173,046
+51,000
+42% +$4.23M 6.25% 6
2016
Q4 		$10.1M Sell
122,046
-208,413
-63% -$17M 4.97% 9
2016
Q3 		$28.7M Sell
330,459
-1,097
-0.3% -$97.9K 13.18% 2
2016
Q2 		$29.4M Buy
331,556
+214,433
+183% +$18M 14.39% 1
2016
Q1 		$9.81M Sell
117,123
-223,776
-66% -$17.4M 5.76% 8
2015
Q4 		$27.2M Buy
340,899
+220,138
+182% +$17.4M 14.98% 1
2015
Q3 		$9.12M Sell
120,761
-70,269
-37% -$5.4M 8.45% 4
2015
Q2 		$14.3M Sell
191,030
-185,275
-49% -$14.8M 6.48% 7
2015
Q1 		$31.7M Sell
376,305
-12,714
-3% -$1.08M 14.65% 1
2014
Q4 		$31.5M Sell
389,019
-7,199
-2% -$565K 15.58% 1
2014
Q3 		$28.5M Sell
396,218
-219
-0.1% -$16.5K 13.42% 1
2014
Q2 		$29.7M Buy
396,437
+9,743
+3% +$716K 13.48% 1
2014
Q1 		$27.3M Buy
386,694
+178,746
+86% +$12.2M 13.93% 1
2013
Q4 		$13.4M Buy
207,948
+39,807
+24% +$2.66M 7.21% 7
2013
Q3 		$11.1M Sell
168,141
-37,673
-18% -$2.56M 6.99% 6
2013
Q2 		$14.1M Buy
+205,814
New +$15M 10.33% 2

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Moller Wealth Partners's VNQ Position: Q2 2026 in Review

Moller Wealth Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 55% in Q2 2026, selling an estimated $12.7M and leaving 107,370 shares worth $10.4M. The position accounts for 1.87% of the portfolio, ranked #19.

Moller Wealth Partners first reported a position in VNQ in Q2 2013 and has held it in 53 quarters since. The position peaked at $36.3M in Q3 2018. 740 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Moller Wealth Partners held 107,370 shares of Vanguard Real Estate ETF worth $10.4M as of Q2 2026.
  • Moller Wealth Partners sold 133,263 Vanguard Real Estate ETF shares in Q2 2026, an estimated $12.7M.
  • Vanguard Real Estate ETF made up 1.87% of Moller Wealth Partners's portfolio in Q2 2026, its #19 holding.
  • Moller Wealth Partners first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
  • Moller Wealth Partners's Vanguard Real Estate ETF position peaked at $36.3M in Q3 2018.
  • 740 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.