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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
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Root Financial Partners's VNQ Position: Q2 2026 in Review

Root Financial Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 5.6% in Q2 2026, selling an estimated $165K and leaving 29,328 shares worth $2.83M. The position accounts for 0.11% of the portfolio, ranked #57.

Root Financial Partners first reported a position in VNQ in Q1 2023 and has held it in 14 quarters since. 1,804 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Root Financial Partners held 29,328 shares of Vanguard Real Estate ETF worth $2.83M as of Q2 2026.
  • Root Financial Partners sold 1,727 Vanguard Real Estate ETF shares in Q2 2026, an estimated $165K.
  • Vanguard Real Estate ETF made up 0.11% of Root Financial Partners's portfolio in Q2 2026, its #57 holding.
  • Root Financial Partners first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,804 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.