Mustard Seed Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Mustard Seed Financial’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	$986K	Sell	10,230 -42	-0.4%	-$4.01K	0.51%	36
2026 Q1	$911K	Sell	10,272 -6	-0.1%	-$550	0.55%	37
2025 Q4	$910K	Sell	10,278 -31	-0.3%	-$2.79K	0.57%	38
2025 Q3	$942K	Buy	10,309 +86	+0.8%	+$7.8K	0.61%	37
2025 Q2	$910K	Sell	10,223 -44	-0.4%	-$3.88K	0.66%	33
2025 Q1	$930K	Buy	10,267 +68	+0.7%	+$6.17K	0.75%	30
2024 Q4	$909K	Sell	10,199 -100	-1%	-$9.45K	0.74%	33
2024 Q3	$1M	Sell	10,299 -233	-2%	-$21.5K	0.83%	28
2024 Q2	$882K	Buy	10,532 +385	+4%	+$31.8K	0.84%	27
2024 Q1	$878K	Sell	10,147 -239	-2%	-$20.4K	0.88%	28
2023 Q4	$918K	Buy	+10,386	New	+$823K	1.04%	24

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

Mustard Seed Financial's VNQ Position: Q2 2026 in Review

Mustard Seed Financial reduced its Vanguard Real Estate ETF (VNQ) stake by 0.41% in Q2 2026, selling an estimated $4.01K and leaving 10,230 shares worth $986K. The position accounts for 0.51% of the portfolio, ranked #36.

Mustard Seed Financial first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1M in Q3 2024. 1,806 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Mustard Seed Financial held 10,230 shares of Vanguard Real Estate ETF worth $986K as of Q2 2026.
Mustard Seed Financial sold 42 Vanguard Real Estate ETF shares in Q2 2026, an estimated $4.01K.
Vanguard Real Estate ETF made up 0.51% of Mustard Seed Financial's portfolio in Q2 2026, its #36 holding.
Mustard Seed Financial first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Mustard Seed Financial's Vanguard Real Estate ETF position peaked at $1M in Q3 2024.
1,806 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.