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Sellwood Investment Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Sellwood Investment 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 		$267K Buy
2,773
+4
+0.1% +$382 0.09% 38
2026
Q1 		$246K Buy
2,769
+5
+0.2% +$458 0.1% 37
2025
Q4 		$245K Buy
2,764
+315
+13% +$28.3K 0.1% 35
2025
Q3 		$224K Buy
2,449
+136
+6% +$12.3K 0.09% 38
2025
Q2 		$206K Sell
2,313
-335
-13% -$29.5K 0.1% 32
2025
Q1 		$240K Buy
2,648
+580
+28% +$52.6K 0.13% 27
2024
Q4 		$184K Buy
+2,068
New +$195K 0.1% 26

Other funds holding VNQ

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sellwood Investment Partners's VNQ Position: Q2 2026 in Review

Sellwood Investment Partners increased its Vanguard Real Estate ETF (VNQ) stake by 0.14% in Q2 2026, buying an estimated $382 and bringing the position to 2,773 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #38.

Sellwood Investment Partners first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 1,129 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Sellwood Investment Partners held 2,773 shares of Vanguard Real Estate ETF worth $267K as of Q2 2026.
  • Sellwood Investment Partners bought 4 Vanguard Real Estate ETF shares in Q2 2026, an estimated $382.
  • Vanguard Real Estate ETF made up 0.09% of Sellwood Investment Partners's portfolio in Q2 2026, its #38 holding.
  • Sellwood Investment Partners first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.