Rice Partnership’s Vanguard Real Estate ETF VNQ Stock Holding History

Rice Partnership’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	$53.1K	Hold	551	–	–	0.01%	150
2026 Q1	$48.8K	Hold	551	–	–	0.01%	147
2025 Q4	$48.7K	Sell	551 -29	-5%	-$2.61K	0.01%	146
2025 Q3	$53K	Buy	580 +29	+5%	+$2.63K	0.01%	142
2025 Q2	$49K	Hold	551	–	–	0.01%	139
2025 Q1	$49.9K	Hold	551	–	–	0.01%	121
2024 Q4	$49K	Hold	551	–	–	0.01%	130
2024 Q3	$53.6K	Hold	551	–	–	0.01%	130
2024 Q2	$46.1K	Buy	+551	New	+$45.5K	0.01%	123
2023 Q4	–	Sell	-3	Closed	-$246	–	137
2023 Q3	$246	Sell	3 -405	-99%	-$33.4K	﹤0.01%	134
2023 Q2	$34.1K	Buy	+408	New	+$33.4K	0.01%	122
2019 Q4	–	Sell	-879	Closed	-$82K	–	122
2019 Q3	$82K	Buy	+879	New	+$79.8K	0.05%	83

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Rice Partnership's VNQ Position: Q2 2026 in Review

Rice Partnership held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 551 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #150.

Rice Partnership first reported a position in VNQ in Q3 2019 and has held it in 12 quarters since. The position peaked at $82K in Q3 2019. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Rice Partnership held 551 shares of Vanguard Real Estate ETF worth $53.1K as of Q2 2026.
Rice Partnership left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.01% of Rice Partnership's portfolio in Q2 2026, its #150 holding.
Rice Partnership first reported a position in Vanguard Real Estate ETF in Q3 2019 and has held it in 12 quarters since.
Rice Partnership's Vanguard Real Estate ETF position peaked at $82K in Q3 2019.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.