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

MTM 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 Q2	$19.6K	Buy	203 +1	+0.5%	+$96	0.01%	459
2026 Q1	$17.9K	Hold	202	–	–	0.01%	449
2025 Q4	$17.9K	Hold	202	–	–	0.01%	456
2025 Q3	$18.5K	Hold	202	–	–	0.01%	462
2025 Q2	$18K	Hold	202	–	–	0.01%	462
2025 Q1	$18.3K	Sell	202 -23	-10%	-$2.09K	0.01%	241
2024 Q4	$20K	Hold	225	–	–	0.01%	233
2024 Q3	$21.4K	Hold	225	–	–	0.01%	240
2024 Q2	$18.8K	Hold	225	–	–	0.01%	234
2024 Q1	$19.5K	Hold	225	–	–	0.01%	245
2023 Q4	$19.9K	Buy	225 +140	+165%	+$11.1K	0.01%	231
2023 Q3	$6.43K	Hold	85	–	–	﹤0.01%	238
2023 Q2	$7.1K	Buy	85 +39	+85%	+$3.19K	﹤0.01%	247
2023 Q1	$3.82K	Hold	46	–	–	﹤0.01%	254
2022 Q4	$3.79K	Hold	46	–	–	﹤0.01%	258
2022 Q3	$4K	Hold	46	–	–	﹤0.01%	254
2022 Q2	$4K	Hold	46	–	–	﹤0.01%	262
2022 Q1	$5K	Hold	46	–	–	﹤0.01%	272
2021 Q4	$5K	Hold	46	–	–	﹤0.01%	277
2021 Q3	$5K	Hold	46	–	–	﹤0.01%	256
2021 Q2	$5K	Hold	46	–	–	﹤0.01%	250
2021 Q1	$4K	Buy	+46	New	+$4.04K	﹤0.01%	246

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

MTM Investment Management's VNQ Position: Q2 2026 in Review

MTM Investment Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.5% in Q2 2026, buying an estimated $96 and bringing the position to 203 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #459.

MTM Investment Management first reported a position in VNQ in Q1 2021 and has held it in 22 quarters since. The position peaked at $21.4K in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

MTM Investment Management held 203 shares of Vanguard Real Estate ETF worth $19.6K as of Q2 2026.
MTM Investment Management bought 1 Vanguard Real Estate ETF share in Q2 2026, an estimated $96.
Vanguard Real Estate ETF made up 0.01% of MTM Investment Management's portfolio in Q2 2026, its #459 holding.
MTM Investment Management first reported a position in Vanguard Real Estate ETF in Q1 2021 and has held it in 22 quarters since.
MTM Investment Management's Vanguard Real Estate ETF position peaked at $21.4K in Q3 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.