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Morris Financial Concepts’s Vanguard Real Estate ETF VNQ Stock Holding History

Morris Financial Concepts’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 		$305K Sell
3,166
-300
-9% -$28.7K 0.09% 109
2026
Q1 		$307K Buy
3,466
+7
+0.2% +$642 0.1% 100
2025
Q4 		$306K Buy
3,459
+11
+0.3% +$989 0.11% 98
2025
Q3 		$315K Buy
3,448
+907
+36% +$82.3K 0.11% 100
2025
Q2 		$226K Sell
2,541
-1,053
-29% -$92.9K 0.09% 123
2025
Q1 		$325K Sell
3,594
-156
-4% -$14.2K 0.14% 91
2024
Q4 		$334K Sell
3,750
-1,412
-27% -$133K 0.14% 85
2024
Q3 		$503K Sell
5,162
-133
-3% -$12.2K 0.22% 64
2024
Q2 		$444K Buy
5,295
+465
+10% +$38.4K 0.21% 63
2024
Q1 		$418K Buy
4,830
+17
+0.4% +$1.45K 0.21% 65
2023
Q4 		$425K Sell
4,813
-550
-10% -$43.6K 0.24% 56
2023
Q3 		$406K Buy
5,363
+759
+16% +$62.6K 0.27% 51
2023
Q2 		$385K Buy
4,604
+984
+27% +$80.6K 0.25% 55
2023
Q1 		$301K Buy
3,620
+150
+4% +$12.9K 0.21% 63
2022
Q4 		$286K Sell
3,470
-910
-21% -$75.5K 0.23% 65
2022
Q3 		$351K Buy
4,380
+227
+5% +$21.2K 0.36% 42
2022
Q2 		$378K Sell
4,153
-411
-9% -$41K 0.36% 45
2022
Q1 		$495K Buy
4,564
+834
+22% +$88.3K 0.41% 38
2021
Q4 		$433K Buy
+3,730
New +$407K 0.36% 39

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

Morris Financial Concepts's VNQ Position: Q2 2026 in Review

Morris Financial Concepts reduced its Vanguard Real Estate ETF (VNQ) stake by 8.7% in Q2 2026, selling an estimated $28.7K and leaving 3,166 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #109.

Morris Financial Concepts first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $503K in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Morris Financial Concepts held 3,166 shares of Vanguard Real Estate ETF worth $305K as of Q2 2026.
  • Morris Financial Concepts sold 300 Vanguard Real Estate ETF shares in Q2 2026, an estimated $28.7K.
  • Vanguard Real Estate ETF made up 0.09% of Morris Financial Concepts's portfolio in Q2 2026, its #109 holding.
  • Morris Financial Concepts first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's Vanguard Real Estate ETF position peaked at $503K in Q3 2024.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.