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Monograph Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Monograph Wealth 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
Q2 		$5.42M Buy
56,244
+2,238
+4% +$214K 0.45% 26
2026
Q1 		$4.79M Buy
54,006
+1,394
+3% +$128K 0.45% 27
2025
Q4 		$4.66M Sell
52,612
-432
-0.8% -$38.8K 0.46% 29
2025
Q3 		$4.85M Buy
53,044
+3,201
+6% +$290K 0.49% 28
2025
Q2 		$4.44M Buy
49,843
+7,547
+18% +$666K 0.55% 26
2025
Q1 		$3.83M Buy
42,296
+2,137
+5% +$194K 0.52% 25
2024
Q4 		$3.58M Sell
40,159
-368
-0.9% -$34.8K 0.47% 28
2024
Q3 		$3.98M Buy
40,527
+622
+2% +$57.3K 0.52% 24
2024
Q2 		$3.38M Sell
39,905
-8,294
-17% -$685K 0.49% 24
2024
Q1 		$4.17M Buy
48,199
+6,635
+16% +$567K 0.61% 23
2023
Q4 		$3.67M Buy
41,564
+6,184
+17% +$490K 0.66% 20
2023
Q3 		$2.7M Buy
35,380
+2,134
+6% +$176K 0.53% 23
2023
Q2 		$2.81M Buy
33,246
+2,010
+6% +$165K 0.6% 19
2023
Q1 		$2.59M Buy
31,236
+83
+0.3% +$7.13K 0.61% 16
2022
Q4 		$2.57M Buy
31,153
+137
+0.4% +$11.4K 0.68% 14
2022
Q3 		$2.49M Sell
31,016
-3,640
-11% -$340K 0.82% 13
2022
Q2 		$3.16M Buy
34,656
+3,656
+12% +$364K 0.92% 12
2022
Q1 		$3.36M Buy
31,000
+216
+0.7% +$22.9K 0.85% 14
2021
Q4 		$3.57M Buy
+30,784
New +$3.36M 0.9% 14

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Monograph Wealth Advisors's VNQ Position: Q2 2026 in Review

Monograph Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 4.1% in Q2 2026, buying an estimated $214K and bringing the position to 56,244 shares worth $5.42M. The position accounts for 0.45% of the portfolio, ranked #26.

Monograph Wealth Advisors first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Monograph Wealth Advisors held 56,244 shares of Vanguard Real Estate ETF worth $5.42M as of Q2 2026.
  • Monograph Wealth Advisors bought 2,238 Vanguard Real Estate ETF shares in Q2 2026, an estimated $214K.
  • Vanguard Real Estate ETF made up 0.45% of Monograph Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Monograph Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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