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

Investment 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	$1.82M	Buy	20,468 +1	+0%	+$92	0.65%	45
2025 Q4	$1.81M	Buy	20,467 +1	+0%	+$90	0.63%	47
2025 Q3	$1.87M	Buy	20,466 +1	+0%	+$91	0.66%	41
2025 Q2	$1.82M	Buy	20,465 +1	+0%	+$88	0.69%	40
2025 Q1	$1.85M	Buy	20,464 +1	+0%	+$91	0.77%	41
2024 Q4	$1.82M	Buy	20,463 +2	+0%	+$189	0.75%	39
2024 Q3	$1.99M	Buy	20,461 +2	+0%	+$184	0.83%	35
2024 Q2	$1.71M	Hold	20,459	–	–	0.77%	40
2024 Q1	$1.77M	Buy	20,459 +1	+0%	+$85	0.8%	38
2023 Q4	$1.81M	Sell	20,458 -279	-1%	-$22.1K	0.89%	34
2023 Q3	$1.57M	Buy	20,737 +3	+0%	+$247	0.83%	39
2023 Q2	$1.73M	Hold	20,734	–	–	0.9%	32
2023 Q1	$1.72M	Sell	20,734 -534	-3%	-$45.9K	0.9%	28
2022 Q4	$1.75M	Sell	21,268 -2,343	-10%	-$194K	0.93%	29
2022 Q3	$1.89M	Buy	23,611 +2,363	+11%	+$221K	0.56%	51
2022 Q2	$1.94M	Buy	21,248 +5	+0%	+$498	0.95%	30
2022 Q1	$2.3M	Sell	21,243 -296	-1%	-$31.3K	0.97%	28
2021 Q4	$2.5M	Buy	21,539 +7	+0%	+$765	1.02%	26
2021 Q3	$2.19M	Buy	21,532 +5	+0%	+$530	1%	28
2021 Q2	$2.19M	Sell	21,527 -25	-0.1%	-$2.48K	1%	29
2021 Q1	$1.98M	Buy	21,552 +2,004	+10%	+$176K	0.96%	30
2020 Q4	$1.66M	Buy	19,548 +12	+0.1%	+$995	0.88%	34
2020 Q3	$1.54M	Sell	19,536 -798	-4%	-$64.1K	0.92%	30
2020 Q2	$1.6M	Buy	20,334 +291	+1%	+$22.1K	0.94%	32
2020 Q1	$1.4M	Buy	20,043 +7	+0%	+$615	1.01%	30
2019 Q4	$1.86M	Buy	20,036 +15	+0.1%	+$1.39K	1.25%	21
2019 Q3	$1.87M	Sell	20,021 -493	-2%	-$44.8K	1.36%	22
2019 Q2	$1.79M	Sell	20,514 -2,071	-9%	-$181K	1.29%	23
2019 Q1	$1.96M	Sell	22,585 -2,752	-11%	-$227K	1.42%	21
2018 Q4	$1.89M	Sell	25,337 -8,400	-25%	-$662K	1.59%	17
2018 Q3	$3.74K	Buy	33,737 +95	+0.3%	+$7.82K	2.08%	12
2018 Q2	$2.74M	Buy	33,642 +1,700	+5%	+$132K	2.04%	12
2018 Q1	$2.41M	Sell	31,942 -2,753	-8%	-$211K	1.8%	14
2017 Q4	$2.88M	Buy	34,695 +1,933	+6%	+$162K	2.13%	11
2017 Q3	$2.72M	Buy	32,762 +5,515	+20%	+$461K	2.33%	10
2017 Q2	$2.27M	Hold	27,247	–	–	2.06%	11
2017 Q1	$2.25M	Sell	27,247 -117	-0.4%	-$9.71K	2.17%	11
2016 Q4	$2.26M	Sell	27,364 -2,532	-8%	-$206K	2.21%	10
2016 Q3	$2.59M	Sell	29,896 -1,583	-5%	-$141K	1.47%	20
2016 Q2	$2.79M	Sell	31,479 -1,291	-4%	-$108K	2.78%	6
2016 Q1	$2.61M	Buy	32,770 +2,368	+8%	+$184K	1.7%	15
2015 Q4	$2.42M	Sell	30,402 -160	-0.5%	-$12.7K	2.92%	6
2015 Q3	$2.31M	Buy	30,562 +263	+0.9%	+$20.2K	3.02%	6
2015 Q2	$2.26M	Sell	30,299 -852	-3%	-$68.1K	2.73%	8
2015 Q1	$2.63M	Buy	31,151 +177	+0.6%	+$15K	2.89%	8
2014 Q4	$2.51M	Buy	+30,974	New	+$2.43M	2.89%	8

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 $1.56T 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

Investment Partners's VNQ Position: Q1 2026 in Review

Investment Partners increased its Vanguard Real Estate ETF (VNQ) stake by 0% in Q1 2026, buying an estimated $92 and bringing the position to 20,468 shares worth $1.82M. The position accounts for 0.65% of the portfolio, ranked #45.

Investment Partners first reported a position in VNQ in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.88M in Q4 2017. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Investment Partners held 20,468 shares of Vanguard Real Estate ETF worth $1.82M as of Q1 2026.
Investment Partners bought 1 Vanguard Real Estate ETF share in Q1 2026, an estimated $92.
Vanguard Real Estate ETF made up 0.65% of Investment Partners's portfolio in Q1 2026, its #45 holding.
Investment Partners first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 46 quarters since.
Investment Partners's Vanguard Real Estate ETF position peaked at $2.88M in Q4 2017.
1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.