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 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 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

Moran Wealth Management's VNQ Position: Q1 2026 in Review

Moran Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.6% in Q1 2026, buying an estimated $19.6K and bringing the position to 35,694 shares worth $3.17M. The position accounts for 0.1% of the portfolio, ranked #261.

Moran Wealth Management first reported a position in VNQ in Q1 2023 and has held it in 11 quarters since. The position peaked at $5.93M in Q3 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Moran Wealth Management held 35,694 shares of Vanguard Real Estate ETF worth $3.17M as of Q1 2026.
Moran Wealth Management bought 214 Vanguard Real Estate ETF shares in Q1 2026, an estimated $19.6K.
Vanguard Real Estate ETF made up 0.1% of Moran Wealth Management's portfolio in Q1 2026, its #261 holding.
Moran Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 11 quarters since.
Moran Wealth Management's Vanguard Real Estate ETF position peaked at $5.93M in Q3 2025.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.