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Evelyn Partners Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Evelyn Partners Investment Management’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
Q1 		$26.2K Hold
295
– – ﹤0.01% 322
2025
Q4 		$26.1K Buy
+295
New +$26.5K ﹤0.01% 324

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Bank of America
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Wealthfront Advisers
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Morgan Stanley
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State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Evelyn Partners Investment Management's VNQ Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 295 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Evelyn Partners Investment Management first reported a position in VNQ in Q4 2025 and has held it in 2 quarters since. 1,778 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Evelyn Partners Investment Management held 295 shares of Vanguard Real Estate ETF worth $26.2K as of Q1 2026.
  • Evelyn Partners Investment Management left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
  • Vanguard Real Estate ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #322 holding.
  • Evelyn Partners Investment Management first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,778 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.