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Morton Brown Family Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Morton Brown Family Wealth’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 		$294K Hold
3,053
– – 0.07% 57
2026
Q1 		$271K Buy
3,053
+1
+0% +$92 0.07% 52
2025
Q4 		$270K Hold
3,052
– – 0.07% 53
2025
Q3 		$279K Hold
3,052
– – 0.08% 49
2025
Q2 		$272K Hold
3,052
– – 0.08% 51
2025
Q1 		$276K Buy
3,052
+68
+2% +$6.17K 0.09% 44
2024
Q4 		$266K Hold
2,984
– – 0.09% 49
2024
Q3 		$291K Buy
2,984
+21
+0.7% +$1.93K 0.1% 43
2024
Q2 		$264K Hold
2,963
– – 0.1% 45
2024
Q1 		$256K Sell
2,963
-473
-14% -$40.4K 0.11% 44
2023
Q4 		$304K Buy
3,436
+195
+6% +$15.5K 0.13% 43
2023
Q3 		$245K Sell
3,241
-1,575
-33% -$130K 0.13% 40
2023
Q2 		$402K Buy
4,816
+416
+9% +$34.1K 0.21% 36
2023
Q1 		$365K Buy
4,400
+2,029
+86% +$174K 0.22% 38
2022
Q4 		$196K Buy
+2,371
New +$197K 0.13% 46
2022
Q1 		– Sell
-561
Closed -$65K – 212
2021
Q4 		$65K Buy
+561
New +$61.3K 0.05% 66

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

Morton Brown Family Wealth's VNQ Position: Q2 2026 in Review

Morton Brown Family Wealth held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 3,053 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #57.

Morton Brown Family Wealth first reported a position in VNQ in Q4 2021 and has held it in 16 quarters since. The position peaked at $402K in Q2 2023. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Morton Brown Family Wealth held 3,053 shares of Vanguard Real Estate ETF worth $294K as of Q2 2026.
  • Morton Brown Family Wealth left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.07% of Morton Brown Family Wealth's portfolio in Q2 2026, its #57 holding.
  • Morton Brown Family Wealth first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 16 quarters since.
  • Morton Brown Family Wealth's Vanguard Real Estate ETF position peaked at $402K in Q2 2023.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.