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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-3,556
Closed -$315K 167
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

Stevens Capital Partners's VNQ Position: Q2 2026 in Review

Stevens Capital Partners sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 3,556 shares — an estimated $315K sold.

Stevens Capital Partners first reported a position in VNQ in Q4 2022 and held it in 4 quarters. The position peaked at $5.98M in Q4 2022. 1,806 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Stevens Capital Partners reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Stevens Capital Partners sold 3,556 Vanguard Real Estate ETF shares in Q2 2026, an estimated $315K.
  • Stevens Capital Partners first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 4 quarters.
  • Stevens Capital Partners's Vanguard Real Estate ETF position peaked at $5.98M in Q4 2022.
  • 1,806 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.