Concord Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Concord Wealth 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	$3.85K	Buy	+40	New	+$3.82K	﹤0.01%	693
2026 Q1	–	Sell	-39	Closed	-$3.46K	–	762
2025 Q4	$3.46K	Sell	39 -13	-25%	-$1.17K	﹤0.01%	660
2025 Q3	$4.73K	Buy	52 +1	+2%	+$91	﹤0.01%	633
2025 Q2	$4.58K	Hold	51	–	–	﹤0.01%	643
2025 Q1	$4.62K	Hold	51	–	–	﹤0.01%	595
2024 Q4	$4.51K	Buy	51 +1	+2%	+$94	﹤0.01%	614
2024 Q3	$4.87K	Hold	50	–	–	﹤0.01%	636
2024 Q2	$4.15K	Buy	50 +1	+2%	+$83	﹤0.01%	595
2024 Q1	$4.2K	Sell	49 -5	-9%	-$427	﹤0.01%	677
2023 Q4	$4.79K	Buy	54 +1	+2%	+$79	﹤0.01%	639
2023 Q3	$4.04K	Hold	53	–	–	﹤0.01%	756
2023 Q2	$4.44K	Buy	53 +6	+13%	+$492	﹤0.01%	727
2023 Q1	$3.91K	Hold	47	–	–	﹤0.01%	709
2022 Q4	$3.86K	Buy	+47	New	+$3.9K	﹤0.01%	818
2022 Q3	–	Sell	-46	Closed	-$4K	–	1117
2022 Q2	$4K	Hold	46	–	–	﹤0.01%	899
2022 Q1	$5K	Hold	46	–	–	﹤0.01%	926
2021 Q4	$5K	Buy	+46	New	+$5.02K	﹤0.01%	964
2021 Q3	–	Sell	-13	Closed	-$1K	–	1033
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	1016
2021 Q1	$1K	Sell	13 -5	-28%	-$439	﹤0.01%	967
2020 Q4	$2K	Buy	+18	New	+$1.49K	﹤0.01%	571

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

Concord Wealth Partners's VNQ Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 40 shares worth $3.85K. The stake represents ﹤0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VNQ as recently as Q4 2025.

Concord Wealth Partners first reported a position in VNQ in Q4 2020 and has held it in 20 quarters since. The position peaked at $5K in Q1 2022. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Concord Wealth Partners held 40 shares of Vanguard Real Estate ETF worth $3.85K as of Q2 2026.
Vanguard Real Estate ETF was a new Concord Wealth Partners position in Q2 2026.
Vanguard Real Estate ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #693 holding.
Concord Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 20 quarters since.
Concord Wealth Partners's Vanguard Real Estate ETF position peaked at $5K in Q1 2022.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.