MPCL
VNQ icon

My Personal CFO LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

My Personal CFO LLC’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 		$3.3M Buy
34,247
+48
+0.1% +$4.59K 1.29% 17
2026
Q1 		$3.03M Buy
34,199
+620
+2% +$56.9K 1.33% 18
2025
Q4 		$2.97M Sell
33,579
-38,377
-53% -$3.45M 1.24% 18
2025
Q3 		$6.58M Buy
71,956
+38,003
+112% +$3.45M 2.55% 13
2025
Q2 		$3.02M Buy
33,953
+3,127
+10% +$276K 1.37% 17
2025
Q1 		$2.79M Buy
30,826
+102
+0.3% +$9.26K 1.41% 18
2024
Q4 		$2.74M Buy
30,724
+643
+2% +$60.8K 1.4% 19
2024
Q3 		$2.93M Sell
30,081
-2,202
-7% -$203K 1.61% 15
2024
Q2 		$2.7M Buy
32,283
+2,183
+7% +$180K 1.44% 17
2024
Q1 		$2.6M Buy
30,100
+1,082
+4% +$92.4K 1.5% 15
2023
Q4 		$2.56M Buy
29,018
+6,175
+27% +$489K 1.67% 13
2023
Q3 		$1.73M Sell
22,843
-106
-0.5% -$8.74K 1.4% 21
2023
Q2 		$1.92M Sell
22,949
-1,863
-8% -$153K 1.51% 18
2023
Q1 		$2.06M Buy
24,812
+15,078
+155% +$1.3M 1.76% 15
2022
Q4 		$1.6M Buy
9,734
+750
+8% +$62.2K 1.47% 14
2022
Q3 		$1.59M Sell
8,984
-9,747
-52% -$911K 2.42% 11
2022
Q2 		$1.71M Buy
18,731
+1,212
+7% +$121K 2.19% 12
2022
Q1 		$1.9M Sell
17,519
-541
-3% -$57.3K 1.97% 14
2021
Q4 		$2.1M Buy
+18,060
New +$1.97M 1.83% 12

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

My Personal CFO LLC's VNQ Position: Q2 2026 in Review

My Personal CFO LLC increased its Vanguard Real Estate ETF (VNQ) stake by 0.14% in Q2 2026, buying an estimated $4.59K and bringing the position to 34,247 shares worth $3.3M. The position accounts for 1.29% of the portfolio, ranked #17.

My Personal CFO LLC first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.58M in Q3 2025. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • My Personal CFO LLC held 34,247 shares of Vanguard Real Estate ETF worth $3.3M as of Q2 2026.
  • My Personal CFO LLC bought 48 Vanguard Real Estate ETF shares in Q2 2026, an estimated $4.59K.
  • Vanguard Real Estate ETF made up 1.29% of My Personal CFO LLC's portfolio in Q2 2026, its #17 holding.
  • My Personal CFO LLC first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • My Personal CFO LLC's Vanguard Real Estate ETF position peaked at $6.58M in Q3 2025.
  • 897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.