Oak Harbor Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Oak Harbor Wealth 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	$1.6K	Hold	18	–	–	﹤0.01%	271
2025 Q4	$1.59K	Hold	18	–	–	﹤0.01%	272
2025 Q3	$1.65K	Hold	18	–	–	﹤0.01%	247
2025 Q2	$1.6K	Hold	18	–	–	﹤0.01%	239
2025 Q1	$1.63K	Hold	18	–	–	﹤0.01%	243
2024 Q4	$1.6K	Hold	18	–	–	﹤0.01%	221
2024 Q3	$1.75K	Sell	18 -100	-85%	-$9.21K	﹤0.01%	214
2024 Q2	$9.88K	Buy	118 +100	+556%	+$8.26K	﹤0.01%	209
2024 Q1	$1.56K	Hold	18	–	–	﹤0.01%	222
2023 Q4	$1.59K	Hold	18	–	–	﹤0.01%	225
2023 Q3	$1.36K	Sell	18 -390	-96%	-$32.2K	﹤0.01%	221
2023 Q2	$34.1K	Hold	408	–	–	0.01%	199
2023 Q1	$33.9K	Hold	408	–	–	0.01%	195
2022 Q4	$33.7K	Hold	408	–	–	0.01%	189
2022 Q3	$33K	Buy	408 +18	+5%	+$1.68K	0.01%	184
2022 Q2	$36K	Hold	390	–	–	0.01%	182
2022 Q1	$42K	Hold	390	–	–	0.01%	194
2021 Q4	$45K	Buy	+390	New	+$42.6K	0.02%	198

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

Oak Harbor Wealth Partners's VNQ Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 18 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Oak Harbor Wealth Partners first reported a position in VNQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $45K in Q4 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Oak Harbor Wealth Partners held 18 shares of Vanguard Real Estate ETF worth $1.6K as of Q1 2026.
Oak Harbor Wealth Partners left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
Vanguard Real Estate ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #271 holding.
Oak Harbor Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's Vanguard Real Estate ETF position peaked at $45K in Q4 2021.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.