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

McDonald 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	$91.3K	Buy	+947	New	+$90.5K	0.02%	277
2022 Q3	–	Sell	-11,928	Closed	-$1.09M	–	286
2022 Q2	$1.09M	Buy	11,928 +51	+0.4%	+$5.08K	0.28%	107
2022 Q1	$1.29M	Buy	11,877 +11,509	+3,127%	+$1.22M	0.28%	106
2021 Q4	$42.7K	Sell	368 -10,993	-97%	-$1.2M	0.04%	114
2021 Q3	$1.16M	Buy	11,361 +6	+0.1%	+$636	0.27%	109
2021 Q2	$1.16M	Buy	11,355 +1	+0%	+$99	0.27%	106
2021 Q1	$1.04M	Sell	11,354 -1,665	-13%	-$146K	0.27%	107
2020 Q4	$1.11M	Buy	+13,019	New	+$1.08M	0.31%	87

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

McDonald Partners's VNQ Position: Q2 2026 in Review

McDonald Partners opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 947 shares worth $91.3K. The stake represents 0.02% of the portfolio and ranks #277 among its holdings. This is a return to the name: McDonald Partners previously reported a position in VNQ as recently as Q2 2022.

McDonald Partners first reported a position in VNQ in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.29M in Q1 2022. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

McDonald Partners held 947 shares of Vanguard Real Estate ETF worth $91.3K as of Q2 2026.
Vanguard Real Estate ETF was a new McDonald Partners position in Q2 2026.
Vanguard Real Estate ETF made up 0.02% of McDonald Partners's portfolio in Q2 2026, its #277 holding.
McDonald Partners first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 8 quarters since.
McDonald Partners's Vanguard Real Estate ETF position peaked at $1.29M in Q1 2022.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.