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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
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Root Financial Partners's VNQ Position: Q1 2026 in Review

Root Financial Partners increased its Vanguard Real Estate ETF (VNQ) stake by 46% in Q1 2026, buying an estimated $893K and bringing the position to 31,055 shares worth $2.75M. The position accounts for 0.13% of the portfolio, ranked #50.

Root Financial Partners first reported a position in VNQ in Q1 2023 and has held it in 13 quarters since. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Root Financial Partners held 31,055 shares of Vanguard Real Estate ETF worth $2.75M as of Q1 2026.
  • Root Financial Partners bought 9,739 Vanguard Real Estate ETF shares in Q1 2026, an estimated $893K.
  • Vanguard Real Estate ETF made up 0.13% of Root Financial Partners's portfolio in Q1 2026, its #50 holding.
  • Root Financial Partners first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.