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IPW
Impact Partnership Wealth’s
Vanguard Real Estate ETF
VNQ
Stock Holding History
Impact Partnership 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
$4.03M
Buy
45,430
+19,375
+74%
+$1.78M
0.5%
28
2025
Q4
$2.31M
Sell
26,055
-11,144
-30%
-$1M
0.3%
35
2025
Q3
$3.4M
Buy
37,199
+4,874
+15%
+$442K
0.51%
27
2025
Q2
$2.88M
Buy
32,325
+14,120
+78%
+$1.25M
0.53%
28
2025
Q1
$1.65M
Sell
18,205
-4,519
-20%
-$410K
0.35%
28
2024
Q4
$2.02M
Buy
22,724
+1,033
+5%
+$97.6K
0.41%
30
2024
Q3
$2.11M
Buy
21,691
+11,393
+111%
+$1.05M
0.48%
27
2024
Q2
$863K
Sell
10,298
-824
-7%
-$68K
0.23%
55
2024
Q1
$962K
Buy
11,122
+2,664
+31%
+$228K
0.38%
31
2023
Q4
$747K
Sell
8,458
-15,719
-65%
-$1.25M
0.27%
49
2023
Q3
$1.83M
Buy
24,177
+8,018
+50%
+$661K
0.57%
23
2023
Q2
$1.35M
Buy
+16,159
New
+$1.32M
0.47%
19
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
$1.47T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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