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
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 $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

S.A. Mason's VNQ Position: Q1 2026 in Review

S.A. Mason reduced its Vanguard Real Estate ETF (VNQ) stake by 0.42% in Q1 2026, selling an estimated $2.75K and leaving 7,054 shares worth $626K. The position accounts for 0.23% of the portfolio, ranked #98.

S.A. Mason first reported a position in VNQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $716K in Q4 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • S.A. Mason held 7,054 shares of Vanguard Real Estate ETF worth $626K as of Q1 2026.
  • S.A. Mason sold 30 Vanguard Real Estate ETF shares in Q1 2026, an estimated $2.75K.
  • Vanguard Real Estate ETF made up 0.23% of S.A. Mason's portfolio in Q1 2026, its #98 holding.
  • S.A. Mason first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 26 quarters since.
  • S.A. Mason's Vanguard Real Estate ETF position peaked at $716K in Q4 2021.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.