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Leeward Financial Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Leeward Financial 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 		$607K Sell
6,297
-410
-6% -$39.2K 0.16% 67
2026
Q1 		$595K Sell
6,707
-41,266
-86% -$3.78M 0.18% 62
2025
Q4 		$4.25M Buy
47,973
+849
+2% +$76.3K 1.19% 29
2025
Q3 		$4.31M Buy
47,124
+3,852
+9% +$349K 1.23% 27
2025
Q2 		$3.85M Buy
43,272
+3,219
+8% +$284K 1.22% 27
2025
Q1 		$3.63M Buy
40,053
+37,189
+1,298% +$3.38M 1.35% 26
2024
Q4 		$255K Sell
2,864
-1,287
-31% -$122K 0.09% 76
2024
Q3 		$404K Sell
4,151
-143
-3% -$13.2K 0.15% 64
2024
Q2 		$360K Sell
4,294
-35,540
-89% -$2.93M 0.15% 63
2024
Q1 		$3.44M Sell
39,834
-2,955
-7% -$252K 1.46% 26
2023
Q4 		$3.78M Buy
42,789
+9,942
+30% +$788K 1.83% 17
2023
Q3 		$2.49M Buy
32,847
+2,513
+8% +$207K 1.38% 26
2023
Q2 		$2.53M Sell
30,334
-404
-1% -$33.1K 1.46% 24
2023
Q1 		$2.55M Buy
30,738
+1,770
+6% +$152K 1.56% 23
2022
Q4 		$2.39M Buy
+28,968
New +$2.4M 1.65% 24

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

Leeward Financial Partners's VNQ Position: Q2 2026 in Review

Leeward Financial Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 6.1% in Q2 2026, selling an estimated $39.2K and leaving 6,297 shares worth $607K. The position accounts for 0.16% of the portfolio, ranked #67.

Leeward Financial Partners first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.31M in Q3 2025. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Leeward Financial Partners held 6,297 shares of Vanguard Real Estate ETF worth $607K as of Q2 2026.
  • Leeward Financial Partners sold 410 Vanguard Real Estate ETF shares in Q2 2026, an estimated $39.2K.
  • Vanguard Real Estate ETF made up 0.16% of Leeward Financial Partners's portfolio in Q2 2026, its #67 holding.
  • Leeward Financial Partners first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Leeward Financial Partners's Vanguard Real Estate ETF position peaked at $4.31M in Q3 2025.
  • 1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.