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 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 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

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

MorganRosel Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 1.9% in Q1 2026, selling an estimated $4.86K and leaving 2,806 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #95.

MorganRosel Wealth Management first reported a position in VNQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $269K in Q3 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

MorganRosel Wealth Management held 2,806 shares of Vanguard Real Estate ETF worth $249K as of Q1 2026.
MorganRosel Wealth Management sold 53 Vanguard Real Estate ETF shares in Q1 2026, an estimated $4.86K.
Vanguard Real Estate ETF made up 0.1% of MorganRosel Wealth Management's portfolio in Q1 2026, its #95 holding.
MorganRosel Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
MorganRosel Wealth Management's Vanguard Real Estate ETF position peaked at $269K in Q3 2025.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.