Stevens Capital Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Stevens Capital 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	$315K	Buy	+3,556	New	+$326K	0.08%	98
2023 Q3	–	Sell	-62,263	Closed	-$5.2M	–	50
2023 Q2	$5.2M	Sell	62,263 -120	-0.2%	-$9.83K	4.03%	6
2023 Q1	$5.18M	Sell	62,383 -10,113	-14%	-$869K	4.34%	7
2022 Q4	$5.98M	Buy	+72,496	New	+$6.01M	5.29%	7

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Stevens Capital Partners's VNQ Position: Q1 2026 in Review

Stevens Capital Partners opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2026: 3,556 shares worth $315K. The stake represents 0.08% of the portfolio and ranks #98 among its holdings. This is a return to the name: Stevens Capital Partners previously reported a position in VNQ as recently as Q2 2023.

Stevens Capital Partners first reported a position in VNQ in Q4 2022 and has held it in 4 quarters since. The position peaked at $5.98M in Q4 2022. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Stevens Capital Partners held 3,556 shares of Vanguard Real Estate ETF worth $315K as of Q1 2026.
Vanguard Real Estate ETF was a new Stevens Capital Partners position in Q1 2026.
Vanguard Real Estate ETF made up 0.08% of Stevens Capital Partners's portfolio in Q1 2026, its #98 holding.
Stevens Capital Partners first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 4 quarters since.
Stevens Capital Partners's Vanguard Real Estate ETF position peaked at $5.98M in Q4 2022.
1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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