Root Financial Partners
VNQ icon

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

Root 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 		$2.53M Sell
28,195
-1,133
-4% -$110K 0.08% 68
2026
Q2 		$2.83M Sell
29,328
-1,727
-6% -$165K 0.11% 57
2026
Q1 		$2.75M Buy
31,055
+9,739
+46% +$893K 0.13% 50
2025
Q4 		$1.89M Buy
21,316
+4,860
+30% +$437K 0.1% 61
2025
Q3 		$1.5M Buy
16,456
+6,695
+69% +$607K 0.09% 64
2025
Q2 		$869K Sell
9,761
-5,601
-36% -$494K 0.08% 83
2025
Q1 		$1.39M Sell
15,362
-4,250
-22% -$386K 0.15% 51
2024
Q4 		$1.75M Buy
19,612
+6,163
+46% +$582K 0.22% 38
2024
Q3 		$1.31M Buy
13,449
+5,372
+67% +$495K 0.21% 41
2024
Q2 		$677K Buy
8,077
+1,489
+23% +$123K 0.16% 53
2024
Q1 		$570K Buy
6,588
+17
+0.3% +$1.45K 0.17% 51
2023
Q4 		$581K Sell
6,571
-167
-2% -$13.2K 0.22% 46
2023
Q3 		$510K Buy
6,738
+446
+7% +$36.8K 0.27% 41
2023
Q2 		$526K Sell
6,292
-7,345
-54% -$602K 0.31% 40
2023
Q1 		$1.13M Buy
+13,637
New +$1.17M 0.81% 24

Other funds holding VNQ

Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Seven Post Investment Office
Seven Post Investment Office San Francisco, California $328M AUM 7.15% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 3.9% in Q3 2026, selling an estimated $110K and leaving 28,195 shares worth $2.53M. The position accounts for 0.08% of the portfolio, ranked #68.

Root Financial Partners first reported a position in VNQ in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.83M in Q2 2026. 773 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Root Financial Partners held 28,195 shares of Vanguard Real Estate ETF worth $2.53M as of Q3 2026.
  • Root Financial Partners sold 1,133 Vanguard Real Estate ETF shares in Q3 2026, an estimated $110K.
  • Vanguard Real Estate ETF made up 0.08% of Root Financial Partners's portfolio in Q3 2026, its #68 holding.
  • Root Financial Partners first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 15 quarters since.
  • Root Financial Partners's Vanguard Real Estate ETF position peaked at $2.83M in Q2 2026.
  • 773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.