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Catalyst Financial Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Catalyst Financial 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
2025
Q4 		– Sell
-2,238
Closed -$205K – 342
2025
Q3 		$205K Buy
+2,238
New +$203K 0.02% 309
2025
Q2 		– Sell
-2,234
Closed -$202K – 317
2025
Q1 		$202K Buy
+2,234
New +$203K 0.04% 281
2023
Q1 		– Sell
-5,795
Closed -$478K – 188
2022
Q4 		$478K Buy
+5,795
New +$480K 0.25% 62

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Catalyst Financial Partners's VNQ Position: Q4 2025 in Review

Catalyst Financial Partners sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 2,238 shares — an estimated $205K sold.

Catalyst Financial Partners first reported a position in VNQ in Q4 2022 and held it in 3 quarters. The position peaked at $478K in Q4 2022. 1,753 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

  • Catalyst Financial Partners reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Catalyst Financial Partners sold 2,238 Vanguard Real Estate ETF shares in Q4 2025, an estimated $205K.
  • Catalyst Financial Partners first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 3 quarters.
  • Catalyst Financial Partners's Vanguard Real Estate ETF position peaked at $478K in Q4 2022.
  • 1,753 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Catalyst Financial Partners's 13F filing for Q4 2025, filed 4 Feb 2026.