Moss Adams Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Moss Adams Wealth Advisors’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	$204K	Buy	+2,118	New	+$202K	0.01%	295
2023 Q4	–	Sell	-996	Closed	-$76.1K	–	172
2023 Q3	$76.1K	Buy	996 +302	+44%	+$24.9K	0.03%	111
2023 Q2	$58.6K	Hold	694	–	–	0.02%	105
2023 Q1	$57.6K	Sell	694 -7,599	-92%	-$653K	0.02%	109
2022 Q4	$684K	Buy	+8,293	New	+$688K	0.34%	46

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Moss Adams Wealth Advisors's VNQ Position: Q2 2026 in Review

Moss Adams Wealth Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 2,118 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings. This is a return to the name: Moss Adams Wealth Advisors previously reported a position in VNQ as recently as Q3 2023.

Moss Adams Wealth Advisors first reported a position in VNQ in Q4 2022 and has held it in 5 quarters since. The position peaked at $684K in Q4 2022. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Moss Adams Wealth Advisors held 2,118 shares of Vanguard Real Estate ETF worth $204K as of Q2 2026.
Vanguard Real Estate ETF was a new Moss Adams Wealth Advisors position in Q2 2026.
Vanguard Real Estate ETF made up 0.01% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #295 holding.
Moss Adams Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 5 quarters since.
Moss Adams Wealth Advisors's Vanguard Real Estate ETF position peaked at $684K in Q4 2022.
1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.