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Mount Yale Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Mount Yale Investment 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 		$1.7M Buy
17,600
+2,515
+17% +$240K 0.03% 452
2026
Q1 		$1.34M Buy
15,085
+86
+0.6% +$7.89K 0.03% 455
2025
Q4 		$1.33M Sell
14,999
-5,038
-25% -$453K 0.06% 262
2025
Q3 		$1.83M Buy
+20,037
New +$1.82M 0.13% 173

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

Mount Yale Investment Advisors's VNQ Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 17% in Q2 2026, buying an estimated $240K and bringing the position to 17,600 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #452.

Mount Yale Investment Advisors first reported a position in VNQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.83M in Q3 2025. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Mount Yale Investment Advisors held 17,600 shares of Vanguard Real Estate ETF worth $1.7M as of Q2 2026.
  • Mount Yale Investment Advisors bought 2,515 Vanguard Real Estate ETF shares in Q2 2026, an estimated $240K.
  • Vanguard Real Estate ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #452 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Vanguard Real Estate ETF position peaked at $1.83M in Q3 2025.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.