Quantum Financial Partners
VNQ icon

Quantum Financial Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Quantum Financial 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
Q3 		$285K Sell
3,177
-1,862
-37% -$180K 0.15% 120
2026
Q2 		$486K Buy
+5,039
New +$482K 0.25% 81

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Quantum Financial Partners's VNQ Position: Q3 2026 in Review

Quantum Financial Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 37% in Q3 2026, selling an estimated $180K and leaving 3,177 shares worth $285K. The position accounts for 0.15% of the portfolio, ranked #120.

Quantum Financial Partners first reported a position in VNQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $486K in Q2 2026. 1,250 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Quantum Financial Partners held 3,177 shares of Vanguard Real Estate ETF worth $285K as of Q3 2026.
  • Quantum Financial Partners sold 1,862 Vanguard Real Estate ETF shares in Q3 2026, an estimated $180K.
  • Vanguard Real Estate ETF made up 0.15% of Quantum Financial Partners's portfolio in Q3 2026, its #120 holding.
  • Quantum Financial Partners first reported a position in Vanguard Real Estate ETF in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's Vanguard Real Estate ETF position peaked at $486K in Q2 2026.
  • 1,250 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.