MCC
VNQ icon

Money Concepts Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Money Concepts Capital’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 		$568K Sell
6,406
-311
-5% -$28.5K 0.03% 365
2025
Q4 		$594K Buy
6,717
+579
+9% +$52K 0.03% 324
2025
Q3 		$561K Buy
6,138
+451
+8% +$40.9K 0.03% 307
2025
Q2 		$506K Sell
5,687
-584
-9% -$51.5K 0.03% 302
2025
Q1 		$568K Buy
6,271
+424
+7% +$38.5K 0.04% 282
2024
Q4 		$521K Buy
5,847
+1,021
+21% +$96.5K 0.04% 293
2024
Q3 		$470K Buy
4,826
+235
+5% +$21.6K 0.04% 300
2024
Q2 		$385K Buy
4,591
+181
+4% +$14.9K 0.03% 308
2024
Q1 		$381K Buy
4,410
+973
+28% +$83.1K 0.04% 312
2023
Q4 		$304K Buy
3,437
+215
+7% +$17K 0.03% 330
2023
Q3 		$244K Buy
3,222
+426
+15% +$35.1K 0.03% 314
2023
Q2 		$234K Sell
2,796
-152,296
-98% -$12.5M 0.02% 336
2023
Q1 		$1.26M Buy
155,092
+139,121
+871% +$12M 0.07% 187
2022
Q4 		$1.32M Sell
15,971
-3,372
-17% -$280K 0.06% 245
2022
Q3 		$1.55M Buy
19,343
+192
+1% +$18K 0.09% 189
2022
Q2 		$1.78M Sell
19,151
-8,845
-32% -$882K 0.16% 144
2022
Q1 		$3.03M Buy
27,996
+18,827
+205% +$1.99M 0.17% 133
2021
Q4 		$1.06M Buy
+9,169
New +$1M 0.09% 207
2021
Q1 		$839K Sell
9,135
-119
-1% -$10.5K 0.07% 238
2020
Q4 		$786K Buy
+9,254
New +$767K 0.07% 219

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

Money Concepts Capital's VNQ Position: Q1 2026 in Review

Money Concepts Capital reduced its Vanguard Real Estate ETF (VNQ) stake by 4.6% in Q1 2026, selling an estimated $28.5K and leaving 6,406 shares worth $568K. The position accounts for 0.03% of the portfolio, ranked #365.

Money Concepts Capital first reported a position in VNQ in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.03M in Q1 2022. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Money Concepts Capital held 6,406 shares of Vanguard Real Estate ETF worth $568K as of Q1 2026.
  • Money Concepts Capital sold 311 Vanguard Real Estate ETF shares in Q1 2026, an estimated $28.5K.
  • Vanguard Real Estate ETF made up 0.03% of Money Concepts Capital's portfolio in Q1 2026, its #365 holding.
  • Money Concepts Capital first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Vanguard Real Estate ETF position peaked at $3.03M in Q1 2022.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.