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

Flatrock 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	$437K	Buy	+4,880	New	+$473K	0.15%	95

Other funds holding VNQ

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

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

Flatrock Wealth Partners opened a new position in Vanguard Real Estate ETF (VNQ) in Q3 2026: 4,880 shares worth $437K. The stake represents 0.15% of the portfolio and ranks #95 among its holdings.

1,574 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Flatrock Wealth Partners held 4,880 shares of Vanguard Real Estate ETF worth $437K as of Q3 2026.
Vanguard Real Estate ETF was a new Flatrock Wealth Partners position in Q3 2026.
Vanguard Real Estate ETF made up 0.15% of Flatrock Wealth Partners's portfolio in Q3 2026, its #95 holding.
1,574 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Flatrock Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.