MontVue Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

MontVue Capital 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 Q1	$431K	Sell	4,860 -79	-2%	-$7.24K	0.29%	42
2025 Q4	$437K	Hold	4,939	–	–	0.29%	44
2025 Q3	$452K	Hold	4,939	–	–	0.3%	43
2025 Q2	$440K	Sell	4,939 -64	-1%	-$5.64K	0.31%	42
2025 Q1	$453K	Sell	5,003 -66	-1%	-$5.99K	0.36%	40
2024 Q4	$452K	Hold	5,069	–	–	0.34%	38
2024 Q3	$494K	Sell	5,069 -77	-1%	-$7.09K	0.38%	36
2024 Q2	$431K	Buy	5,146 +966	+23%	+$79.8K	0.34%	40
2024 Q1	$361K	Buy	4,180 +1,088	+35%	+$93K	0.32%	37
2023 Q4	$273K	Buy	+3,092	New	+$245K	0.26%	41

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

MontVue Capital Management's VNQ Position: Q1 2026 in Review

MontVue Capital Management reduced its Vanguard Real Estate ETF (VNQ) stake by 1.6% in Q1 2026, selling an estimated $7.24K and leaving 4,860 shares worth $431K. The position accounts for 0.29% of the portfolio, ranked #42.

MontVue Capital Management first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $494K in Q3 2024. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

MontVue Capital Management held 4,860 shares of Vanguard Real Estate ETF worth $431K as of Q1 2026.
MontVue Capital Management sold 79 Vanguard Real Estate ETF shares in Q1 2026, an estimated $7.24K.
Vanguard Real Estate ETF made up 0.29% of MontVue Capital Management's portfolio in Q1 2026, its #42 holding.
MontVue Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
MontVue Capital Management's Vanguard Real Estate ETF position peaked at $494K in Q3 2024.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on MontVue Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.