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Moneta Group Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Moneta Group Investment Advisors’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 		$40.2M Buy
452,995
+16,589
+4% +$1.52M 0.3% 48
2025
Q4 		$38.6M Sell
436,406
-5,509
-1% -$495K 0.29% 49
2025
Q3 		$40.4M Sell
441,915
-4,293
-1% -$389K 0.32% 46
2025
Q2 		$39.7M Sell
446,208
-15,878
-3% -$1.4M 0.47% 43
2025
Q1 		$41.8M Sell
462,086
-12,771
-3% -$1.16M 0.58% 40
2024
Q4 		$42.3M Sell
474,857
-10,031
-2% -$948K 0.59% 37
2024
Q3 		$47.2M Sell
484,888
-16,821
-3% -$1.55M 0.69% 35
2024
Q2 		$42M Sell
501,709
-197,449
-28% -$16.3M 0.67% 35
2024
Q1 		$60.5M Buy
699,158
+71,037
+11% +$6.07M 0.99% 30
2023
Q4 		$55.5M Sell
628,121
-139,084
-18% -$11M 1.1% 24
2023
Q3 		$58M Sell
767,205
-18,765
-2% -$1.55M 1.32% 21
2023
Q2 		$65.7M Sell
785,970
-210,120
-21% -$17.2M 1.45% 16
2023
Q1 		$82.7M Buy
996,090
+80,244
+9% +$6.89M 1.99% 12
2022
Q4 		$83.4M Sell
915,846
-5,696
-0.6% -$472K 2.29% 8
2022
Q3 		$73.9M Sell
921,542
-33,809
-4% -$3.16M 2.81% 6
2022
Q2 		$87M Buy
955,351
+216,586
+29% +$21.6M 2.97% 6
2022
Q1 		$80.1M Buy
738,765
+51,626
+8% +$5.46M 3.14% 4
2021
Q4 		$79.7M Buy
687,139
+96,296
+16% +$10.5M 3.24% 3
2021
Q3 		$60.1M Buy
590,843
+88,318
+18% +$9.37M 2.77% 5
2021
Q2 		$51.2M Buy
502,525
+53,831
+12% +$5.34M 2.36% 8
2021
Q1 		$41.2M Buy
448,694
+108,708
+32% +$9.55M 2.18% 12
2020
Q4 		$28.9M Buy
339,986
+19,507
+6% +$1.62M 2.08% 15
2020
Q3 		$25.3M Buy
320,479
+14,010
+5% +$1.12M 2.2% 15
2020
Q2 		$24.1M Buy
306,469
+67,342
+28% +$5.11M 2.28% 12
2020
Q1 		$16.7M Buy
239,127
+155,443
+186% +$13.7M 1.74% 17
2019
Q4 		$7.76M Buy
83,684
+31,159
+59% +$2.89M 0.65% 36
2019
Q3 		$4.9M Buy
52,525
+17,330
+49% +$1.57M 0.46% 41
2019
Q2 		$3.08M Buy
35,195
+8,271
+31% +$724K 0.3% 58
2019
Q1 		$2.34M Buy
26,924
+318
+1% +$26.3K 0.24% 66
2018
Q4 		$1.98M Sell
26,606
-4,956
-16% -$390K 0.24% 71
2018
Q3 		$2.55M Buy
31,562
+7,004
+29% +$577K 0.26% 66
2018
Q2 		$2M Sell
24,558
-6,798
-22% -$527K 0.22% 68
2018
Q1 		$1.24M Buy
31,356
+19,828
+172% +$1.52M 0.16% 70
2017
Q4 		$957K Buy
11,528
+1,180
+11% +$98.9K 0.14% 74
2017
Q3 		$860K Buy
10,348
+2,115
+26% +$177K 0.13% 77
2017
Q2 		$685K Buy
+8,233
New +$687K 0.11% 103

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
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 $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
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

Moneta Group Investment Advisors's VNQ Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 3.8% in Q1 2026, buying an estimated $1.52M and bringing the position to 452,995 shares worth $40.2M. The position accounts for 0.3% of the portfolio, ranked #48.

Moneta Group Investment Advisors first reported a position in VNQ in Q2 2017 and has held it in 36 quarters since. The position peaked at $87M in Q2 2022. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Moneta Group Investment Advisors held 452,995 shares of Vanguard Real Estate ETF worth $40.2M as of Q1 2026.
  • Moneta Group Investment Advisors bought 16,589 Vanguard Real Estate ETF shares in Q1 2026, an estimated $1.52M.
  • Vanguard Real Estate ETF made up 0.3% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #48 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Real Estate ETF in Q2 2017 and has held it in 36 quarters since.
  • Moneta Group Investment Advisors's Vanguard Real Estate ETF position peaked at $87M in Q2 2022.
  • 1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.