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

Partners Wealth 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 Q2	$338K	Sell	3,501 -387	-10%	-$37K	0.33%	72
2026 Q1	$345K	Sell	3,888 -400	-9%	-$36.7K	0.36%	73
2025 Q4	$379K	Sell	4,288 -93	-2%	-$8.36K	0.4%	65
2025 Q3	$401K	Sell	4,381 -135	-3%	-$12.2K	0.4%	72
2025 Q2	$409K	Sell	4,516 -503	-10%	-$44.4K	0.47%	58
2025 Q1	$454K	Buy	5,019 +217	+5%	+$19.7K	0.52%	54
2024 Q4	$428K	Buy	+4,802	New	+$454K	0.49%	59

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Partners Wealth Management's VNQ Position: Q2 2026 in Review

Partners Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 10% in Q2 2026, selling an estimated $37K and leaving 3,501 shares worth $338K. The position accounts for 0.33% of the portfolio, ranked #72.

Partners Wealth Management first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $454K in Q1 2025. 565 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Partners Wealth Management held 3,501 shares of Vanguard Real Estate ETF worth $338K as of Q2 2026.
Partners Wealth Management sold 387 Vanguard Real Estate ETF shares in Q2 2026, an estimated $37K.
Vanguard Real Estate ETF made up 0.33% of Partners Wealth Management's portfolio in Q2 2026, its #72 holding.
Partners Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Vanguard Real Estate ETF position peaked at $454K in Q1 2025.
565 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.