SAM
VNQ icon

S.A. Mason’s Vanguard Real Estate ETF VNQ Stock Holding History

S.A. Mason’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 		$1.18M Buy
12,200
+5,146
+73% +$492K 0.36% 68
2026
Q1 		$626K Sell
7,054
-30
-0.4% -$2.75K 0.23% 98
2025
Q4 		$627K Buy
7,084
+1,417
+25% +$127K 0.25% 96
2025
Q3 		$518K Hold
5,667
– – 0.23% 102
2025
Q2 		$505K Hold
5,667
– – 0.24% 91
2025
Q1 		$513K Sell
5,667
-100
-2% -$9.08K 0.27% 87
2024
Q4 		$514K Hold
5,767
– – 0.27% 86
2024
Q3 		$562K Hold
5,767
– – 0.3% 85
2024
Q2 		$483K Hold
5,767
– – 0.27% 90
2024
Q1 		$499K Buy
5,767
+26
+0.5% +$2.22K 0.3% 89
2023
Q4 		$507K Hold
5,741
– – 0.34% 81
2023
Q3 		$434K Sell
5,741
-405
-7% -$33.4K 0.31% 86
2023
Q2 		$510K Hold
6,146
– – 0.37% 75
2023
Q1 		$510K Hold
6,146
– – 0.37% 75
2022
Q4 		$507K Sell
6,146
-30
-0.5% -$2.49K 0.38% 75
2022
Q3 		$495K Hold
6,176
– – 0.39% 74
2022
Q2 		$563K Hold
6,176
– – 0.41% 64
2022
Q1 		$669K Hold
6,176
– – 0.42% 64
2021
Q4 		$716K Sell
6,176
-435
-7% -$47.5K 0.43% 60
2021
Q3 		$673K Buy
6,611
+595
+10% +$63.1K 0.44% 67
2021
Q2 		$612K Buy
6,016
+10
+0.2% +$992 0.42% 69
2021
Q1 		$552K Sell
6,006
-25
-0.4% -$2.2K 0.41% 72
2020
Q4 		$512K Buy
6,031
+225
+4% +$18.7K 0.43% 65
2020
Q3 		$458K Buy
5,806
+92
+2% +$7.38K 0.44% 64
2020
Q2 		$449K Sell
5,714
-810
-12% -$61.4K 0.47% 60
2020
Q1 		$456K Sell
6,524
-195
-3% -$17.1K 0.55% 55
2019
Q4 		$623K Buy
+6,719
New +$622K 0.59% 47

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

S.A. Mason's VNQ Position: Q2 2026 in Review

S.A. Mason increased its Vanguard Real Estate ETF (VNQ) stake by 73% in Q2 2026, buying an estimated $492K and bringing the position to 12,200 shares worth $1.18M. The position accounts for 0.36% of the portfolio, ranked #68.

S.A. Mason first reported a position in VNQ in Q4 2019 and has held it in 27 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • S.A. Mason held 12,200 shares of Vanguard Real Estate ETF worth $1.18M as of Q2 2026.
  • S.A. Mason bought 5,146 Vanguard Real Estate ETF shares in Q2 2026, an estimated $492K.
  • Vanguard Real Estate ETF made up 0.36% of S.A. Mason's portfolio in Q2 2026, its #68 holding.
  • S.A. Mason first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.