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 Q2	$3.02M	Sell	31,306 -14,124	-31%	-$1.35M	0.29%	40
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 $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Impact Partnership Wealth's VNQ Position: Q2 2026 in Review

Impact Partnership Wealth reduced its Vanguard Real Estate ETF (VNQ) stake by 31% in Q2 2026, selling an estimated $1.35M and leaving 31,306 shares worth $3.02M. The position accounts for 0.29% of the portfolio, ranked #40.

Impact Partnership Wealth first reported a position in VNQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.03M in Q1 2026. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Impact Partnership Wealth held 31,306 shares of Vanguard Real Estate ETF worth $3.02M as of Q2 2026.
Impact Partnership Wealth sold 14,124 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.35M.
Vanguard Real Estate ETF made up 0.29% of Impact Partnership Wealth's portfolio in Q2 2026, its #40 holding.
Impact Partnership Wealth first reported a position in Vanguard Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
Impact Partnership Wealth's Vanguard Real Estate ETF position peaked at $4.03M in Q1 2026.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.