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Moran Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Moran Wealth 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
Q2 		$8.19M Buy
84,968
+49,274
+138% +$4.71M 0.22% 148
2026
Q1 		$3.17M Buy
35,694
+214
+0.6% +$19.6K 0.1% 261
2025
Q4 		$3.14M Sell
35,480
-29,419
-45% -$2.64M 0.1% 249
2025
Q3 		$5.93M Sell
64,899
-902
-1% -$81.8K 0.18% 150
2025
Q2 		$5.86M Buy
+65,801
New +$5.8M 0.18% 157
2024
Q4 		– Sell
-16,336
Closed -$1.59M – 459
2024
Q3 		$1.59M Sell
16,336
-963
-6% -$88.7K 0.05% 274
2024
Q2 		$1.45M Buy
17,299
+448
+3% +$37K 0.05% 265
2024
Q1 		$1.46M Buy
16,851
+14,245
+547% +$1.22M 0.05% 272
2023
Q4 		$230K Sell
2,606
-16,150
-86% -$1.28M 0.01% 388
2023
Q3 		$1.42M Sell
18,756
-35,560
-65% -$2.93M 0.05% 236
2023
Q2 		$4.54M Buy
54,316
+3,712
+7% +$304K 0.17% 166
2023
Q1 		$4.2M Buy
+50,604
New +$4.35M 0.16% 170

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

Moran Wealth Management's VNQ Position: Q2 2026 in Review

Moran Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 138% in Q2 2026, buying an estimated $4.71M and bringing the position to 84,968 shares worth $8.19M. The position accounts for 0.22% of the portfolio, ranked #148.

Moran Wealth Management first reported a position in VNQ in Q1 2023 and has held it in 12 quarters since. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Moran Wealth Management held 84,968 shares of Vanguard Real Estate ETF worth $8.19M as of Q2 2026.
  • Moran Wealth Management bought 49,274 Vanguard Real Estate ETF shares in Q2 2026, an estimated $4.71M.
  • Vanguard Real Estate ETF made up 0.22% of Moran Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Moran Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 12 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.