Edgestream Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Edgestream 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	–	Sell	-2,855	Closed	-$253K	–	1152
2026 Q1	$253K	Buy	+2,855	New	+$262K	0.01%	825
2024 Q4	–	Sell	-2,688	Closed	-$262K	–	1104
2024 Q3	$262K	Buy	+2,688	New	+$248K	0.01%	782
2022 Q1	–	Sell	-4,415	Closed	-$512K	–	644
2021 Q4	$512K	Sell	4,415 -3,370	-43%	-$368K	0.03%	392
2021 Q3	$792K	Buy	7,785 +5,629	+261%	+$597K	0.05%	350
2021 Q2	$219K	Sell	2,156 -1,402	-39%	-$139K	0.01%	418
2021 Q1	$327K	Buy	3,558 +770	+28%	+$67.7K	0.02%	346
2020 Q4	$237K	Buy	+2,788	New	+$231K	0.01%	345
2019 Q4	–	Sell	-3,456	Closed	-$322K	–	353
2019 Q3	$322K	Buy	+3,456	New	+$314K	0.03%	228
2019 Q2	–	Sell	-2,993	Closed	-$260K	–	290
2019 Q1	$260K	Buy	+2,993	New	+$247K	0.04%	194
2017 Q2	–	Sell	-10,427	Closed	-$861K	–	157
2017 Q1	$861K	Buy	10,427 +7,745	+289%	+$642K	0.38%	58
2016 Q4	$221K	Sell	2,682 -5,455	-67%	-$444K	0.46%	69
2016 Q3	$706K	Buy	+8,137	New	+$726K	0.39%	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

Edgestream Partners's VNQ Position: Q2 2026 in Review

Edgestream Partners sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 2,855 shares — an estimated $253K sold.

Edgestream Partners first reported a position in VNQ in Q3 2016 and held it in 12 quarters. The position peaked at $861K in Q1 2017. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Edgestream Partners reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 2,855 Vanguard Real Estate ETF shares in Q2 2026, an estimated $253K.
Edgestream Partners first reported a position in Vanguard Real Estate ETF in Q3 2016 and held it in 12 quarters.
Edgestream Partners's Vanguard Real Estate ETF position peaked at $861K in Q1 2017.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.