MFWP
VNQ icon

Mosaic Family Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Mosaic Family Wealth Partners’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 		$647K Buy
6,714
+89
+1% +$8.51K 0.04% 261
2026
Q1 		$588K Sell
6,625
-180
-3% -$16.5K 0.06% 164
2025
Q4 		$602K Sell
6,805
-1,045
-13% -$93.9K 0.07% 136
2025
Q3 		$715K Buy
7,850
+141
+2% +$12.8K 0.08% 111
2025
Q2 		$687K Sell
7,709
-1,940
-20% -$171K 0.09% 105
2025
Q1 		$874K Sell
9,649
-1,017
-10% -$92.3K 0.12% 86
2024
Q4 		$950K Sell
10,666
-1,788
-14% -$169K 0.14% 84
2024
Q3 		$1.21M Sell
12,454
-9,158
-42% -$843K 0.18% 65
2024
Q2 		$1.81M Buy
21,612
+577
+3% +$47.6K 0.29% 40
2024
Q1 		$1.82M Buy
21,035
+3,103
+17% +$265K 0.3% 37
2023
Q4 		$1.58M Sell
17,932
-1,637
-8% -$130K 0.27% 41
2023
Q3 		$1.48M Buy
19,569
+1,969
+11% +$162K 0.3% 39
2023
Q2 		$1.47M Sell
17,600
-1,368
-7% -$112K 0.29% 42
2023
Q1 		$1.58M Buy
18,968
+206
+1% +$17.7K 0.33% 41
2022
Q4 		$1.55M Buy
+18,762
New +$1.56M 0.44% 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

Mosaic Family Wealth Partners's VNQ Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Real Estate ETF (VNQ) stake by 1.3% in Q2 2026, buying an estimated $8.51K and bringing the position to 6,714 shares worth $647K. The position accounts for 0.04% of the portfolio, ranked #261.

Mosaic Family Wealth Partners first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.82M in Q1 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Mosaic Family Wealth Partners held 6,714 shares of Vanguard Real Estate ETF worth $647K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 89 Vanguard Real Estate ETF shares in Q2 2026, an estimated $8.51K.
  • Vanguard Real Estate ETF made up 0.04% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #261 holding.
  • Mosaic Family Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Mosaic Family Wealth Partners's Vanguard Real Estate ETF position peaked at $1.82M in Q1 2024.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.