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

Shepherd 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 		$1.75M Sell
19,739
-1,535
-7% -$141K 0.17% 82
2025
Q4 		$1.88M Sell
21,274
-1,682
-7% -$151K 0.17% 85
2025
Q3 		$2.1M Sell
22,956
-3,586
-14% -$325K 0.2% 78
2025
Q2 		$2.36M Sell
26,542
-6,703
-20% -$591K 0.25% 67
2025
Q1 		$3.01M Sell
33,245
-55,470
-63% -$5.03M 0.35% 57
2024
Q4 		$7.9M Sell
88,715
-344
-0.4% -$32.5K 0.95% 19
2024
Q3 		$8.68M Buy
89,059
+44,905
+102% +$4.13M 1.04% 19
2024
Q2 		$3.7M Buy
44,154
+165
+0.4% +$13.6K 0.48% 34
2024
Q1 		$3.8M Buy
43,989
+538
+1% +$46K 0.5% 35
2023
Q4 		$3.84M Buy
43,451
+5,090
+13% +$403K 0.55% 30
2023
Q3 		$2.9M Buy
38,361
+1,506
+4% +$124K 0.46% 41
2023
Q2 		$3.08M Sell
36,855
-405
-1% -$33.2K 0.48% 34
2023
Q1 		$3.09M Buy
37,260
+1,963
+6% +$169K 0.52% 35
2022
Q4 		$2.91M Buy
35,297
+3,440
+11% +$285K 0.53% 36
2022
Q3 		$2.55M Buy
31,857
+1,063
+3% +$99.4K 0.5% 38
2022
Q2 		$2.81M Buy
30,794
+196
+0.6% +$19.5K 0.55% 33
2022
Q1 		$3.31M Sell
30,598
-475
-2% -$50.3K 0.59% 28
2021
Q4 		$3.61M Buy
31,073
+527
+2% +$57.6K 0.63% 29
2021
Q3 		$3.12M Sell
30,546
-15,776
-34% -$1.67M 0.6% 30
2021
Q2 		$4.71M Sell
46,322
-2,430
-5% -$241K 0.9% 19
2021
Q1 		$4.48M Sell
48,752
-22,554
-32% -$1.98M 0.99% 17
2020
Q4 		$6.07M Sell
71,306
-21,173
-23% -$1.76M 1.38% 15
2020
Q3 		$7.3M Buy
+92,479
New +$7.42M 1.72% 11

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

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

Shepherd Financial Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 7.2% in Q1 2026, selling an estimated $141K and leaving 19,739 shares worth $1.75M. The position accounts for 0.17% of the portfolio, ranked #82.

Shepherd Financial Partners first reported a position in VNQ in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.68M in Q3 2024. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Shepherd Financial Partners held 19,739 shares of Vanguard Real Estate ETF worth $1.75M as of Q1 2026.
  • Shepherd Financial Partners sold 1,535 Vanguard Real Estate ETF shares in Q1 2026, an estimated $141K.
  • Vanguard Real Estate ETF made up 0.17% of Shepherd Financial Partners's portfolio in Q1 2026, its #82 holding.
  • Shepherd Financial Partners first reported a position in Vanguard Real Estate ETF in Q3 2020 and has held it in 23 quarters since.
  • Shepherd Financial Partners's Vanguard Real Estate ETF position peaked at $8.68M in Q3 2024.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.