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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
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 $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 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 $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Mount Yale Investment Advisors's VNQ Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.57% in Q1 2026, buying an estimated $7.89K and bringing the position to 15,085 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #455.

Mount Yale Investment Advisors first reported a position in VNQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q3 2025. 1,778 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Mount Yale Investment Advisors held 15,085 shares of Vanguard Real Estate ETF worth $1.34M as of Q1 2026.
  • Mount Yale Investment Advisors bought 86 Vanguard Real Estate ETF shares in Q1 2026, an estimated $7.89K.
  • Vanguard Real Estate ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #455 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Vanguard Real Estate ETF position peaked at $1.83M in Q3 2025.
  • 1,778 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.