Mosaic Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Mosaic Financial Group’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	$393K	Sell	4,435 -58	-1%	-$5.32K	0.28%	75
2025 Q4	$398K	Buy	4,493 +8	+0.2%	+$719	0.27%	78
2025 Q3	$410K	Buy	4,485 +9	+0.2%	+$816	0.29%	71
2025 Q2	$399K	Buy	4,476 +9	+0.2%	+$794	0.31%	72
2025 Q1	$404K	Sell	4,467 -82	-2%	-$7.44K	0.33%	68
2024 Q4	$405K	Buy	4,549 +107	+2%	+$10.1K	0.29%	69
2024 Q3	$433K	Buy	4,442 +11	+0.2%	+$1.01K	0.31%	67
2024 Q2	$371K	Buy	4,431 +382	+9%	+$31.5K	0.27%	72
2024 Q1	$350K	Buy	+4,049	New	+$346K	0.28%	72

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

Mosaic Financial Group's VNQ Position: Q1 2026 in Review

Mosaic Financial Group reduced its Vanguard Real Estate ETF (VNQ) stake by 1.3% in Q1 2026, selling an estimated $5.32K and leaving 4,435 shares worth $393K. The position accounts for 0.28% of the portfolio, ranked #75.

Mosaic Financial Group first reported a position in VNQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $433K in Q3 2024. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Mosaic Financial Group held 4,435 shares of Vanguard Real Estate ETF worth $393K as of Q1 2026.
Mosaic Financial Group sold 58 Vanguard Real Estate ETF shares in Q1 2026, an estimated $5.32K.
Vanguard Real Estate ETF made up 0.28% of Mosaic Financial Group's portfolio in Q1 2026, its #75 holding.
Mosaic Financial Group first reported a position in Vanguard Real Estate ETF in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Vanguard Real Estate ETF position peaked at $433K in Q3 2024.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.