S.A. Mason
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
Q3 		$1.18M Buy
13,200
+1,000
+8% +$96.9K 0.35% 70
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

Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

S.A. Mason's VNQ Position: Q3 2026 in Review

S.A. Mason increased its Vanguard Real Estate ETF (VNQ) stake by 8.2% in Q3 2026, buying an estimated $96.9K and bringing the position to 13,200 shares worth $1.18M. The position accounts for 0.35% of the portfolio, ranked #70.

S.A. Mason first reported a position in VNQ in Q4 2019 and has held it in 28 quarters since. 553 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • S.A. Mason held 13,200 shares of Vanguard Real Estate ETF worth $1.18M as of Q3 2026.
  • S.A. Mason bought 1,000 Vanguard Real Estate ETF shares in Q3 2026, an estimated $96.9K.
  • Vanguard Real Estate ETF made up 0.35% of S.A. Mason's portfolio in Q3 2026, its #70 holding.
  • S.A. Mason first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 28 quarters since.
  • 553 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.