Aspect Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Aspect Partners’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	$53K	Hold	591	–	–	0.02%	143
2026 Q2	$57K	Hold	591	–	–	0.02%	141
2026 Q1	$52.4K	Sell	591 -517	-47%	-$47.4K	0.02%	138
2025 Q4	$98.1K	Buy	1,108 +4	+0.4%	+$359	0.04%	109
2025 Q3	$101K	Buy	1,104 +5	+0.5%	+$454	0.05%	111
2025 Q2	$97.9K	Buy	1,099 +5	+0.5%	+$441	0.05%	115
2025 Q1	$99K	Buy	1,094 +5	+0.5%	+$454	0.06%	95
2024 Q4	$97K	Buy	1,089 +9	+0.8%	+$850	0.06%	99
2024 Q3	$105K	Buy	1,080 +6	+0.6%	+$552	0.06%	89
2024 Q2	$89.9K	Sell	1,074 -221	-17%	-$18.2K	0.05%	92
2024 Q1	$112K	Buy	1,295 +225	+21%	+$19.2K	0.09%	85
2023 Q4	$94.5K	Buy	+1,070	New	+$84.8K	0.06%	87

Other funds holding VNQ

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspect Partners's VNQ Position: Q3 2026 in Review

Aspect Partners held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2026 at 591 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #143.

Aspect Partners first reported a position in VNQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $112K in Q1 2024. 569 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Aspect Partners held 591 shares of Vanguard Real Estate ETF worth $53K as of Q3 2026.
Aspect Partners left its Vanguard Real Estate ETF share count unchanged in Q3 2026.
Vanguard Real Estate ETF made up 0.02% of Aspect Partners's portfolio in Q3 2026, its #143 holding.
Aspect Partners first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Vanguard Real Estate ETF position peaked at $112K in Q1 2024.
569 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.