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Moseley Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Moseley Investment 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 		$277K Buy
3,124
+291
+10% +$26.7K 0.09% 126
2025
Q4 		$251K Buy
2,833
+1
+0% +$90 0.08% 137
2025
Q3 		$259K Hold
2,832
– – 0.08% 145
2025
Q2 		$252K Sell
2,832
-1,099
-28% -$96.9K 0.09% 139
2025
Q1 		$356K Buy
3,931
+342
+10% +$31K 0.14% 106
2024
Q4 		$320K Buy
3,589
+134
+4% +$12.7K 0.12% 111
2024
Q3 		$337K Buy
3,455
+193
+6% +$17.8K 0.13% 111
2024
Q2 		$273K Sell
3,262
-673
-17% -$55.6K 0.13% 115
2024
Q1 		$340K Buy
3,935
+281
+8% +$24K 0.17% 101
2023
Q4 		$323K Buy
3,654
+1
+0% +$79 0.18% 103
2023
Q3 		$276K Buy
3,653
+204
+6% +$16.8K 0.17% 115
2023
Q2 		$288K Hold
3,449
– – 0.17% 110
2023
Q1 		$286K Sell
3,449
-786
-19% -$67.5K 0.19% 107
2022
Q4 		$349K Buy
4,235
+35
+0.8% +$2.9K 0.25% 91
2022
Q3 		$337K Buy
4,200
+22
+0.5% +$2.06K 0.25% 94
2022
Q2 		$381K Buy
4,178
+1,001
+32% +$99.8K 0.27% 95
2022
Q1 		$344K Sell
3,177
-5
-0.2% -$529 0.19% 121
2021
Q4 		$369K Buy
3,182
+2
+0.1% +$218 0.17% 129
2021
Q3 		$328K Buy
3,180
+1
+0% +$106 0.16% 132
2021
Q2 		$324K Buy
3,179
+141
+5% +$14K 0.16% 131
2021
Q1 		$279K Buy
3,038
+1
+0% +$88 0.15% 132
2020
Q4 		$258K Buy
3,037
+367
+14% +$30.4K 0.15% 130
2020
Q3 		$211K Sell
2,670
-1,057
-28% -$84.9K 0.15% 130
2020
Q2 		$293K Sell
3,727
-395
-10% -$29.9K 0.24% 102
2020
Q1 		$288K Buy
4,122
+145
+4% +$12.7K 0.34% 81
2019
Q4 		$369K Sell
3,977
-18
-0.5% -$1.67K 0.36% 82
2019
Q3 		$373K Sell
3,995
-1
-0% -$91 0.39% 77
2019
Q2 		$349K Buy
3,996
+4
+0.1% +$350 0.33% 88
2019
Q1 		$347K Buy
+3,992
New +$330K 0.36% 82

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Moseley Investment Management's VNQ Position: Q1 2026 in Review

Moseley Investment Management increased its Vanguard Real Estate ETF (VNQ) stake by 10% in Q1 2026, buying an estimated $26.7K and bringing the position to 3,124 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #126.

Moseley Investment Management first reported a position in VNQ in Q1 2019 and has held it in 29 quarters since. The position peaked at $381K in Q2 2022. 1,782 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Moseley Investment Management held 3,124 shares of Vanguard Real Estate ETF worth $277K as of Q1 2026.
  • Moseley Investment Management bought 291 Vanguard Real Estate ETF shares in Q1 2026, an estimated $26.7K.
  • Vanguard Real Estate ETF made up 0.09% of Moseley Investment Management's portfolio in Q1 2026, its #126 holding.
  • Moseley Investment Management first reported a position in Vanguard Real Estate ETF in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's Vanguard Real Estate ETF position peaked at $381K in Q2 2022.
  • 1,782 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.