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

MorganRosel 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 		$267K Sell
2,769
-37
-1% -$3.54K 0.09% 98
2026
Q1 		$249K Sell
2,806
-53
-2% -$4.86K 0.1% 95
2025
Q4 		$253K Sell
2,859
-86
-3% -$7.73K 0.06% 102
2025
Q3 		$269K Buy
2,945
+98
+3% +$8.89K 0.07% 98
2025
Q2 		$254K Buy
2,847
+33
+1% +$2.91K 0.07% 100
2025
Q1 		$255K Buy
2,814
+79
+3% +$7.17K 0.08% 95
2024
Q4 		$244K Buy
2,735
+31
+1% +$2.93K 0.08% 101
2024
Q3 		$263K Sell
2,704
-28
-1% -$2.58K 0.09% 95
2024
Q2 		$229K Buy
2,732
+40
+1% +$3.3K 0.08% 96
2024
Q1 		$233K Sell
2,692
-173
-6% -$14.8K 0.08% 97
2023
Q4 		$253K Buy
2,865
+149
+5% +$11.8K 0.1% 89
2023
Q3 		$205K Buy
2,716
+252
+10% +$20.8K 0.09% 94
2023
Q2 		$206K Buy
+2,464
New +$202K 0.08% 92

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

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

MorganRosel Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 1.3% in Q2 2026, selling an estimated $3.54K and leaving 2,769 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #98.

MorganRosel Wealth Management first reported a position in VNQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $269K in Q3 2025. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • MorganRosel Wealth Management held 2,769 shares of Vanguard Real Estate ETF worth $267K as of Q2 2026.
  • MorganRosel Wealth Management sold 37 Vanguard Real Estate ETF shares in Q2 2026, an estimated $3.54K.
  • Vanguard Real Estate ETF made up 0.09% of MorganRosel Wealth Management's portfolio in Q2 2026, its #98 holding.
  • MorganRosel Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • MorganRosel Wealth Management's Vanguard Real Estate ETF position peaked at $269K in Q3 2025.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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