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
2026 Q3	$221K	Buy	2,465 +286	+13%	+$27.7K	0.02%	398
2026 Q2	$210K	Buy	+2,179	New	+$208K	0.02%	403
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Catalyst Financial Partners's VNQ Position: Q3 2026 in Review

Catalyst Financial Partners increased its Vanguard Real Estate ETF (VNQ) stake by 13% in Q3 2026, buying an estimated $27.7K and bringing the position to 2,465 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #398.

Catalyst Financial Partners first reported a position in VNQ in Q4 2022 and has held it in 5 quarters since. The position peaked at $478K in Q4 2022. 1,250 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Catalyst Financial Partners held 2,465 shares of Vanguard Real Estate ETF worth $221K as of Q3 2026.
Catalyst Financial Partners bought 286 Vanguard Real Estate ETF shares in Q3 2026, an estimated $27.7K.
Vanguard Real Estate ETF made up 0.02% of Catalyst Financial Partners's portfolio in Q3 2026, its #398 holding.
Catalyst Financial Partners first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 5 quarters since.
Catalyst Financial Partners's Vanguard Real Estate ETF position peaked at $478K in Q4 2022.
1,250 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Catalyst Financial Partners's 13F filing for Q3 2026, filed 6 Nov 2026.