AssuredPartners Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

AssuredPartners Investment Advisors’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	$424K	Buy	4,396 +72	+2%	+$6.88K	0.04%	285
2026 Q1	$391K	Buy	4,324 +680	+19%	+$62.4K	0.04%	293
2025 Q4	$322K	Buy	3,644 +52	+1%	+$4.67K	0.05%	264
2025 Q3	$328K	Buy	3,592 +326	+10%	+$29.6K	0.07%	195
2025 Q2	$291K	Buy	3,266 +24	+0.7%	+$2.12K	0.07%	190
2025 Q1	$294K	Sell	3,242 -52	-2%	-$4.72K	0.06%	272
2024 Q4	$293K	Buy	+3,294	New	+$311K	0.06%	278

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

AssuredPartners Investment Advisors's VNQ Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 1.7% in Q2 2026, buying an estimated $6.88K and bringing the position to 4,396 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #285.

AssuredPartners Investment Advisors first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

AssuredPartners Investment Advisors held 4,396 shares of Vanguard Real Estate ETF worth $424K as of Q2 2026.
AssuredPartners Investment Advisors bought 72 Vanguard Real Estate ETF shares in Q2 2026, an estimated $6.88K.
Vanguard Real Estate ETF made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #285 holding.
AssuredPartners Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.