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Golden State Equity Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Golden State Equity 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
Q1 		$1.28M Buy
14,459
+7,270
+101% +$667K 0.1% 242
2025
Q4 		$636K Buy
7,189
+19
+0.3% +$1.71K 0.1% 227
2025
Q3 		$655K Buy
7,170
+920
+15% +$83.5K 0.11% 215
2025
Q2 		$557K Sell
6,250
-25
-0.4% -$2.21K 0.1% 236
2025
Q1 		$568K Sell
6,275
-872
-12% -$79.1K 0.11% 225
2024
Q4 		$637K Buy
7,147
+7,127
+35,635% +$673K 0.12% 196
2024
Q3 		$1.95K Sell
20
-7,356
-100% -$677K ﹤0.01% 698
2024
Q2 		$618K Buy
+7,376
New +$609K 0.13% 179
2023
Q4 		$647K Buy
7,324
+323
+5% +$25.6K 0.16% 149
2023
Q3 		$530K Sell
7,001
-164
-2% -$13.5K 0.15% 161
2023
Q2 		$599K Buy
+7,165
New +$587K 0.17% 151

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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

Golden State Equity Partners's VNQ Position: Q1 2026 in Review

Golden State Equity Partners increased its Vanguard Real Estate ETF (VNQ) stake by 101% in Q1 2026, buying an estimated $667K and bringing the position to 14,459 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #242.

Golden State Equity Partners first reported a position in VNQ in Q2 2023 and has held it in 11 quarters since. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Golden State Equity Partners held 14,459 shares of Vanguard Real Estate ETF worth $1.28M as of Q1 2026.
  • Golden State Equity Partners bought 7,270 Vanguard Real Estate ETF shares in Q1 2026, an estimated $667K.
  • Vanguard Real Estate ETF made up 0.1% of Golden State Equity Partners's portfolio in Q1 2026, its #242 holding.
  • Golden State Equity Partners first reported a position in Vanguard Real Estate ETF in Q2 2023 and has held it in 11 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.