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MPWM Advisory Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History

MPWM Advisory Solutions’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 		$30K Hold
338
– – 0.02% 238
2025
Q4 		$29.9K Sell
338
-200
-37% -$18K 0.02% 219
2025
Q3 		$49.2K Hold
538
– – 0.03% 168
2025
Q2 		$47.9K Hold
538
– – 0.03% 165
2025
Q1 		$48.7K Hold
538
– – 0.04% 153
2024
Q4 		$47.9K Buy
+538
New +$50.8K 0.04% 158

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 $45.6B AUM 18.83% 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 $25.9B AUM 26.38% 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

MPWM Advisory Solutions's VNQ Position: Q1 2026 in Review

MPWM Advisory Solutions held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 338 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #238.

MPWM Advisory Solutions first reported a position in VNQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $49.2K in Q3 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • MPWM Advisory Solutions held 338 shares of Vanguard Real Estate ETF worth $30K as of Q1 2026.
  • MPWM Advisory Solutions left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
  • Vanguard Real Estate ETF made up 0.02% of MPWM Advisory Solutions's portfolio in Q1 2026, its #238 holding.
  • MPWM Advisory Solutions first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Vanguard Real Estate ETF position peaked at $49.2K in Q3 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.