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

Steward Partners Investment Advisory’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 		$56.6M Buy
637,628
+17,291
+3% +$1.59M 0.29% 60
2025
Q4 		$54.9M Buy
620,337
+80,594
+15% +$7.24M 0.3% 58
2025
Q3 		$49.3M Buy
539,743
+399,315
+284% +$36.2M 0.28% 65
2025
Q2 		$12.5M Buy
140,428
+5,910
+4% +$521K 0.1% 209
2025
Q1 		$12.2M Buy
134,518
+10,604
+9% +$962K 0.11% 188
2024
Q4 		$11M Buy
123,914
+6,555
+6% +$619K 0.1% 204
2024
Q3 		$11.4M Buy
117,359
+4,358
+4% +$401K 0.11% 192
2024
Q2 		$9.46M Sell
113,001
-34,459
-23% -$2.85M 0.1% 204
2024
Q1 		$12.8M Buy
147,460
+13,637
+10% +$1.17M 0.14% 161
2023
Q4 		$11.8M Buy
133,823
+14,438
+12% +$1.14M 0.16% 142
2023
Q3 		$9.03M Sell
119,385
-122
-0.1% -$10.1K 0.14% 156
2023
Q2 		$9.99M Sell
119,507
-10,266
-8% -$841K 0.15% 147
2023
Q1 		$10.8M Buy
129,773
+6,852
+6% +$589K 0.17% 134
2022
Q4 		$10.1M Buy
122,921
+1,622
+1% +$134K 0.17% 140
2022
Q3 		$9.72M Buy
121,299
+7,076
+6% +$662K 0.18% 129
2022
Q2 		$10.4M Sell
114,223
-14,512
-11% -$1.45M 0.19% 128
2022
Q1 		$14M Sell
128,735
-6,049
-4% -$640K 0.22% 111
2021
Q4 		$15.6M Buy
134,784
+5,194
+4% +$567K 0.24% 98
2021
Q3 		$13.2M Sell
129,590
-1,356
-1% -$144K 0.23% 102
2021
Q2 		$13.3M Sell
130,946
-13,568
-9% -$1.35M 0.23% 97
2021
Q1 		$13.3M Buy
144,514
+2,781
+2% +$244K 0.23% 101
2020
Q4 		$12M Sell
141,733
-3,407
-2% -$283K 0.26% 97
2020
Q3 		$11.5M Sell
145,140
-22,648
-13% -$1.82M 0.29% 83
2020
Q2 		$13.2M Sell
167,788
-19,487
-10% -$1.48M 0.38% 61
2020
Q1 		$13.1M Sell
187,275
-33,908
-15% -$2.98M 0.48% 46
2019
Q4 		$20.5M Buy
221,183
+23,263
+12% +$2.15M 0.61% 35
2019
Q3 		$18.5M Buy
197,920
+9,579
+5% +$870K 0.62% 33
2019
Q2 		$16.5M Buy
188,341
+2,884
+2% +$252K 0.6% 37
2019
Q1 		$16.1M Buy
185,457
+8,729
+5% +$721K 0.68% 37
2018
Q4 		$13.2M Buy
176,728
+71,472
+68% +$5.63M 0.64% 35
2018
Q3 		$8.49M Buy
105,256
+43,125
+69% +$3.55M 0.41% 60
2018
Q2 		$5.06M Sell
62,131
-10,176
-14% -$788K 0.3% 77
2018
Q1 		$5.46M Sell
72,307
-21,718
-23% -$1.66M 0.37% 58
2017
Q4 		$7.8M Buy
94,025
+2,985
+3% +$250K 0.6% 34
2017
Q3 		$7.56M Sell
91,040
-778
-0.8% -$65K 0.77% 26
2017
Q2 		$7.64M Buy
91,818
+44,822
+95% +$3.74M 0.86% 25
2017
Q1 		$3.88M Buy
46,996
+13,079
+39% +$1.08M 0.59% 47
2016
Q4 		$2.8M Buy
+33,917
New +$2.76M 1.28% 16

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 $52B AUM 24.53% 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 $29.3B AUM 38.15% 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

Steward Partners Investment Advisory's VNQ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Real Estate ETF (VNQ) stake by 2.8% in Q1 2026, buying an estimated $1.59M and bringing the position to 637,628 shares worth $56.6M. The position accounts for 0.29% of the portfolio, ranked #60.

Steward Partners Investment Advisory first reported a position in VNQ in Q4 2016 and has held it in 38 quarters since. 1,778 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Steward Partners Investment Advisory held 637,628 shares of Vanguard Real Estate ETF worth $56.6M as of Q1 2026.
  • Steward Partners Investment Advisory bought 17,291 Vanguard Real Estate ETF shares in Q1 2026, an estimated $1.59M.
  • Vanguard Real Estate ETF made up 0.29% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #60 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 38 quarters since.
  • 1,778 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.