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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
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
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

AssuredPartners Investment Advisors's VNQ Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 19% in Q1 2026, buying an estimated $62.4K and bringing the position to 4,324 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #293.

AssuredPartners Investment Advisors first reported a position in VNQ in Q4 2024 and has held it in 6 quarters since. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • AssuredPartners Investment Advisors held 4,324 shares of Vanguard Real Estate ETF worth $391K as of Q1 2026.
  • AssuredPartners Investment Advisors bought 680 Vanguard Real Estate ETF shares in Q1 2026, an estimated $62.4K.
  • Vanguard Real Estate ETF made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #293 holding.
  • AssuredPartners Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.