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 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

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

Catalyst Financial Partners's VNQ Position: Q2 2026 in Review

Catalyst Financial Partners opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 2,179 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #403 among its holdings. This is a return to the name: Catalyst Financial Partners previously reported a position in VNQ as recently as Q3 2025.

Catalyst Financial Partners first reported a position in VNQ in Q4 2022 and has held it in 4 quarters since. The position peaked at $478K in Q4 2022. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Catalyst Financial Partners held 2,179 shares of Vanguard Real Estate ETF worth $210K as of Q2 2026.
Vanguard Real Estate ETF was a new Catalyst Financial Partners position in Q2 2026.
Vanguard Real Estate ETF made up 0.02% of Catalyst Financial Partners's portfolio in Q2 2026, its #403 holding.
Catalyst Financial Partners first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 4 quarters since.
Catalyst Financial Partners's Vanguard Real Estate ETF position peaked at $478K in Q4 2022.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.