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

IAG 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
Q1 		$5.5K Buy
62
+12
+24% +$1.1K ﹤0.01% 419
2025
Q4 		$4.42K Hold
50
– – ﹤0.01% 413
2025
Q3 		$4.57K Hold
50
– – ﹤0.01% 434
2025
Q2 		$4.45K Hold
50
– – ﹤0.01% 412
2025
Q1 		$4.53K Buy
50
+1
+2% +$91 ﹤0.01% 413
2024
Q4 		$4.37K Hold
49
– – ﹤0.01% 433
2024
Q3 		$4.77K Hold
49
– – ﹤0.01% 404
2024
Q2 		$4.1K Hold
49
– – ﹤0.01% 410
2024
Q1 		$4.24K Sell
49
-274
-85% -$23.4K ﹤0.01% 382
2023
Q4 		$28.5K Hold
323
– – 0.01% 205
2023
Q3 		$24.4K Hold
323
– – 0.01% 210
2023
Q2 		$27K Buy
323
+274
+559% +$22.4K 0.01% 210
2023
Q1 		$4.07K Buy
49
+2
+4% +$172 ﹤0.01% 395
2022
Q4 		$3.88K Hold
47
– – ﹤0.01% 377
2022
Q3 		$4K Sell
47
-200
-81% -$18.7K ﹤0.01% 368
2022
Q2 		$23K Hold
247
– – 0.01% 190
2022
Q1 		$27K Sell
247
-13
-5% -$1.38K 0.01% 194
2021
Q4 		$30K Hold
260
– – 0.01% 178
2021
Q3 		$27K Hold
260
– – 0.01% 175
2021
Q2 		$27K Sell
260
-69
-21% -$6.84K 0.01% 169
2021
Q1 		$31K Buy
329
+281
+585% +$24.7K 0.01% 151
2020
Q4 		$5K Hold
48
– – ﹤0.01% 299
2020
Q3 		$4K Hold
48
– – ﹤0.01% 299
2020
Q2 		$4K Hold
48
– – ﹤0.01% 302
2020
Q1 		$4K Sell
48
-235
-83% -$20.6K ﹤0.01% 290
2019
Q4 		$27K Buy
+283
New +$26.2K 0.02% 155

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

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

IAG Wealth Partners increased its Vanguard Real Estate ETF (VNQ) stake by 24% in Q1 2026, buying an estimated $1.1K and bringing the position to 62 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

IAG Wealth Partners first reported a position in VNQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $31K in Q1 2021. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • IAG Wealth Partners held 62 shares of Vanguard Real Estate ETF worth $5.5K as of Q1 2026.
  • IAG Wealth Partners bought 12 Vanguard Real Estate ETF shares in Q1 2026, an estimated $1.1K.
  • Vanguard Real Estate ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #419 holding.
  • IAG Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Vanguard Real Estate ETF position peaked at $31K in Q1 2021.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.