IP
VNQ icon

Intellectus Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Intellectus 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
Q2 		$938K Hold
9,725
– – 0.16% 148
2026
Q1 		$863K Hold
9,725
– – 0.18% 145
2025
Q4 		$861K Hold
9,725
– – 0.17% 151
2025
Q3 		$889K Sell
9,725
-600
-6% -$54.4K 0.17% 143
2025
Q2 		$920K Hold
10,325
– – 0.2% 136
2025
Q1 		$935K Sell
10,325
-1,689
-14% -$153K 0.23% 130
2024
Q4 		$1.07M Buy
12,014
+1,689
+16% +$160K 0.24% 108
2024
Q3 		$1.01M Hold
10,325
– – 0.26% 121
2024
Q2 		$877K Sell
10,325
-1,000
-9% -$82.6K 0.24% 114
2024
Q1 		$979K Hold
11,325
– – 0.26% 111
2023
Q4 		$1M Hold
11,325
– – 0.29% 98
2023
Q3 		$865K Buy
11,325
+4,025
+55% +$332K 0.27% 106
2023
Q2 		$617K Buy
7,300
+3,300
+83% +$270K 0.19% 157
2023
Q1 		$332K Sell
4,000
-812
-17% -$69.8K 0.1% 198
2022
Q4 		$397K Sell
4,812
-500
-9% -$41.5K 0.14% 183
2022
Q3 		$426K Buy
5,312
+812
+18% +$75.9K 0.15% 172
2022
Q2 		$410K Hold
4,500
– – 0.14% 180
2022
Q1 		$488K Hold
4,500
– – 0.15% 167
2021
Q4 		$522K Sell
4,500
-2,000
-31% -$218K 0.13% 176
2021
Q3 		$662K Sell
6,500
-1,000
-13% -$106K 0.16% 156
2021
Q2 		$763K Hold
7,500
– – 0.17% 151
2021
Q1 		$689K Buy
7,500
+2,000
+36% +$176K 0.19% 151
2020
Q4 		$467K Buy
+5,500
New +$456K 0.14% 166
2019
Q2 		– Sell
-450
Closed -$39K – 397
2019
Q1 		$39K Buy
+450
New +$37.2K 0.02% 270
2018
Q4 		– Sell
-6,389
Closed -$515K – 508
2018
Q3 		$515K Hold
6,389
– – 0.18% 141
2018
Q2 		$520K Buy
6,389
+214
+3% +$16.6K 0.19% 133
2018
Q1 		$466K Buy
6,175
+1,015
+20% +$77.7K 0.16% 144
2017
Q4 		$428K Buy
5,160
+735
+17% +$61.6K 0.16% 149
2017
Q3 		$368K Buy
4,425
+1,419
+47% +$119K 0.15% 156
2017
Q2 		$250K Buy
+3,006
New +$251K 0.11% 177

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Intellectus Partners's VNQ Position: Q2 2026 in Review

Intellectus Partners held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 9,725 shares worth $938K. The position accounts for 0.16% of the portfolio, ranked #148.

Intellectus Partners first reported a position in VNQ in Q2 2017 and has held it in 30 quarters since. The position peaked at $1.07M in Q4 2024. 1,800 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Intellectus Partners held 9,725 shares of Vanguard Real Estate ETF worth $938K as of Q2 2026.
  • Intellectus Partners left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.16% of Intellectus Partners's portfolio in Q2 2026, its #148 holding.
  • Intellectus Partners first reported a position in Vanguard Real Estate ETF in Q2 2017 and has held it in 30 quarters since.
  • Intellectus Partners's Vanguard Real Estate ETF position peaked at $1.07M in Q4 2024.
  • 1,800 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.