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

&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	$4.66M	Sell	52,367 -517	-1%	-$47.4K	0.02%	547
2025 Q4	$4.68M	Buy	52,884 +15,768	+42%	+$1.42M	0.02%	521
2025 Q3	$3.38M	Buy	37,116 +7,650	+26%	+$694K	0.02%	544
2025 Q2	$2.62M	Buy	29,466 +7,382	+33%	+$651K	0.02%	557
2025 Q1	$1.98M	Buy	22,084 +5,433	+33%	+$493K	0.02%	540
2024 Q4	$1.49M	Buy	16,651 +3,230	+24%	+$305K	0.02%	600
2024 Q3	$1.31M	Buy	13,421 +5,228	+64%	+$481K	0.03%	469
2024 Q2	$686K	Buy	8,193 +4,963	+154%	+$410K	0.03%	441
2024 Q1	$279K	Buy	3,230 +813	+34%	+$69.5K	0.04%	385
2023 Q4	$213K	Buy	+2,417	New	+$192K	0.05%	263
2022 Q3	–	Sell	-2,211	Closed	-$201K	–	198
2022 Q2	$201K	Sell	2,211 -254	-10%	-$25.3K	0.12%	171
2022 Q1	$264K	Buy	+2,465	New	+$261K	0.15%	143

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

&Partners's VNQ Position: Q1 2026 in Review

&Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 0.98% in Q1 2026, selling an estimated $47.4K and leaving 52,367 shares worth $4.66M. The position accounts for 0.02% of the portfolio, ranked #547.

&Partners first reported a position in VNQ in Q1 2022 and has held it in 12 quarters since. The position peaked at $4.68M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

&Partners held 52,367 shares of Vanguard Real Estate ETF worth $4.66M as of Q1 2026.
&Partners sold 517 Vanguard Real Estate ETF shares in Q1 2026, an estimated $47.4K.
Vanguard Real Estate ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #547 holding.
&Partners first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 12 quarters since.
&Partners's Vanguard Real Estate ETF position peaked at $4.68M in Q4 2025.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.