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Osborne Partners Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Osborne Partners Capital Management’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 		$43.1M Buy
485,471
+31,144
+7% +$2.86M 2.28% 7
2025
Q4 		$40.2M Buy
454,327
+19
+0% +$1.71K 2.07% 7
2025
Q3 		$41.5M Buy
454,308
+21,691
+5% +$1.97M 2.11% 6
2025
Q2 		$38.5M Buy
432,617
+19,409
+5% +$1.71M 2.05% 7
2025
Q1 		$37.4M Buy
413,208
+12,443
+3% +$1.13M 2.16% 5
2024
Q4 		$35.7M Buy
400,765
+1,783
+0.4% +$168K 2.07% 5
2024
Q3 		$38.9M Sell
398,982
-128
-0% -$11.8K 2.2% 5
2024
Q2 		$33.4M Buy
399,110
+12,942
+3% +$1.07M 2% 5
2024
Q1 		$33.4M Buy
386,168
+16,153
+4% +$1.38M 2.06% 7
2023
Q4 		$32.7M Buy
370,015
+12,730
+4% +$1.01M 2.14% 6
2023
Q3 		$27M Buy
357,285
+8,012
+2% +$661K 2% 6
2023
Q2 		$29.2M Buy
349,273
+13,566
+4% +$1.11M 2.1% 5
2023
Q1 		$27.9M Buy
335,707
+5,341
+2% +$459K 2.04% 5
2022
Q4 		$27.2M Buy
330,366
+1,830
+0.6% +$152K 2.14% 5
2022
Q3 		$26.3M Buy
328,536
+4,732
+1% +$442K 2.2% 5
2022
Q2 		$29.5M Sell
323,804
-17,015
-5% -$1.7M 2.26% 6
2022
Q1 		$36.9M Buy
340,819
+12,863
+4% +$1.36M 2.73% 4
2021
Q4 		$38M Buy
327,956
+9,975
+3% +$1.09M 2.78% 4
2021
Q3 		$32.4M Sell
317,981
-28,629
-8% -$3.04M 2.6% 4
2021
Q2 		$35.3M Buy
346,610
+19,058
+6% +$1.89M 2.9% 4
2021
Q1 		$30.1M Buy
+327,552
New +$28.8M 2.74% 4

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Osborne Partners Capital Management's VNQ Position: Q1 2026 in Review

Osborne Partners Capital Management increased its Vanguard Real Estate ETF (VNQ) stake by 6.9% in Q1 2026, buying an estimated $2.86M and bringing the position to 485,471 shares worth $43.1M. The position accounts for 2.28% of the portfolio, ranked #7.

Osborne Partners Capital Management first reported a position in VNQ in Q1 2021 and has held it in 21 quarters since. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Osborne Partners Capital Management held 485,471 shares of Vanguard Real Estate ETF worth $43.1M as of Q1 2026.
  • Osborne Partners Capital Management bought 31,144 Vanguard Real Estate ETF shares in Q1 2026, an estimated $2.86M.
  • Vanguard Real Estate ETF made up 2.28% of Osborne Partners Capital Management's portfolio in Q1 2026, its #7 holding.
  • Osborne Partners Capital Management first reported a position in Vanguard Real Estate ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.