EWP
VNQ icon

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

Elevation 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
Q3 		$654K Buy
7,295
+298
+4% +$28.9K 0.18% 69
2026
Q2 		$675K Buy
6,997
+288
+4% +$27.5K 0.2% 67
2026
Q1 		$595K Buy
6,709
+34
+0.5% +$3.12K 0.21% 66
2025
Q4 		$591K Buy
6,675
+254
+4% +$22.8K 0.21% 65
2025
Q3 		$587K Buy
6,421
+210
+3% +$19K 0.21% 69
2025
Q2 		$553K Buy
6,211
+561
+10% +$49.5K 0.22% 68
2025
Q1 		$511K Buy
5,650
+91
+2% +$8.26K 0.22% 67
2024
Q4 		$495K Buy
5,559
+109
+2% +$10.3K 0.21% 69
2024
Q3 		$531K Buy
5,450
+48
+0.9% +$4.42K 0.23% 70
2024
Q2 		$453K Sell
5,402
-185
-3% -$15.3K 0.21% 74
2024
Q1 		$484K Sell
5,587
-61
-1% -$5.21K 0.24% 69
2023
Q4 		$432K Sell
5,648
-12
-0.2% -$951 0.26% 68
2023
Q3 		$428K Buy
5,660
+166
+3% +$13.7K 0.37% 36
2023
Q2 		$473K Sell
5,494
-88
-2% -$7.21K 0.4% 34
2023
Q1 		$464K Buy
+5,582
New +$480K 0.42% 35

Other funds holding VNQ

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Elevation Wealth Partners's VNQ Position: Q3 2026 in Review

Elevation Wealth Partners increased its Vanguard Real Estate ETF (VNQ) stake by 4.3% in Q3 2026, buying an estimated $28.9K and bringing the position to 7,295 shares worth $654K. The position accounts for 0.18% of the portfolio, ranked #69.

Elevation Wealth Partners first reported a position in VNQ in Q1 2023 and has held it in 15 quarters since. The position peaked at $675K in Q2 2026. 110 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Elevation Wealth Partners held 7,295 shares of Vanguard Real Estate ETF worth $654K as of Q3 2026.
  • Elevation Wealth Partners bought 298 Vanguard Real Estate ETF shares in Q3 2026, an estimated $28.9K.
  • Vanguard Real Estate ETF made up 0.18% of Elevation Wealth Partners's portfolio in Q3 2026, its #69 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Vanguard Real Estate ETF position peaked at $675K in Q2 2026.
  • 110 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.