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

Focus Partners Wealth’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	$33.4M	Sell	375,047 -8,679	-2%	-$796K	0.04%	377
2025 Q4	$34M	Buy	383,726 +54,890	+17%	+$4.93M	0.04%	364
2025 Q3	$30.1M	Sell	328,836 -9,314	-3%	-$845K	0.05%	304
2025 Q2	$30.1M	Buy	338,150 +16,707	+5%	+$1.47M	0.07%	271
2025 Q1	$29.1M	Sell	321,443 -23,809	-7%	-$2.16M	0.07%	257
2024 Q4	$30.8M	Buy	345,252 +57,991	+20%	+$5.48M	0.08%	239
2024 Q3	$28M	Buy	287,261 +64,365	+29%	+$5.93M	0.09%	224
2024 Q2	$18.7M	Buy	222,896 +144,361	+184%	+$11.9M	0.06%	259
2024 Q1	$6.79M	Buy	78,535 +49,984	+175%	+$4.27M	0.06%	271
2023 Q4	$2.52M	Buy	+28,551	New	+$2.26M	0.03%	322

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth's VNQ Position: Q1 2026 in Review

Focus Partners Wealth reduced its Vanguard Real Estate ETF (VNQ) stake by 2.3% in Q1 2026, selling an estimated $796K and leaving 375,047 shares worth $33.4M. The position accounts for 0.04% of the portfolio, ranked #377.

Focus Partners Wealth first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $34M in Q4 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Focus Partners Wealth held 375,047 shares of Vanguard Real Estate ETF worth $33.4M as of Q1 2026.
Focus Partners Wealth sold 8,679 Vanguard Real Estate ETF shares in Q1 2026, an estimated $796K.
Vanguard Real Estate ETF made up 0.04% of Focus Partners Wealth's portfolio in Q1 2026, its #377 holding.
Focus Partners Wealth first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Vanguard Real Estate ETF position peaked at $34M in Q4 2025.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.