FWP
VNQ icon

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

Family 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 		$4.27M Buy
44,311
+1,691
+4% +$162K 1.31% 18
2026
Q1 		$3.78M Buy
42,620
+4,351
+11% +$399K 1.29% 18
2025
Q4 		$3.39M Buy
38,269
+836
+2% +$75.1K 1.22% 19
2025
Q3 		$3.42M Buy
37,433
+5,438
+17% +$493K 1.28% 17
2025
Q2 		$2.85M Buy
31,995
+3,938
+14% +$347K 1.14% 21
2025
Q1 		$2.54M Buy
28,057
+2,633
+10% +$239K 1.16% 22
2024
Q4 		$2.26M Buy
25,424
+1,380
+6% +$130K 1.08% 22
2024
Q3 		$2.34M Buy
24,044
+545
+2% +$50.2K 1.2% 24
2024
Q2 		$1.97M Buy
23,499
+1,779
+8% +$147K 1.02% 25
2024
Q1 		$1.88M Sell
21,720
-2,001
-8% -$171K 1.06% 26
2023
Q4 		$2.1M Buy
+23,721
New +$1.88M 1.62% 24

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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 $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Family Wealth Partners increased its Vanguard Real Estate ETF (VNQ) stake by 4% in Q2 2026, buying an estimated $162K and bringing the position to 44,311 shares worth $4.27M. The position accounts for 1.31% of the portfolio, ranked #18.

Family Wealth Partners first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. 1,806 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Family Wealth Partners held 44,311 shares of Vanguard Real Estate ETF worth $4.27M as of Q2 2026.
  • Family Wealth Partners bought 1,691 Vanguard Real Estate ETF shares in Q2 2026, an estimated $162K.
  • Vanguard Real Estate ETF made up 1.31% of Family Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Family Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,806 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.