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

Strategic 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 		$287K Sell
3,232
-271
-8% -$24.8K 0.12% 68
2025
Q4 		$310K Buy
3,503
+248
+8% +$22.3K 0.13% 66
2025
Q3 		$298K Sell
3,255
-200
-6% -$18.1K 0.14% 67
2025
Q2 		$308K Sell
3,455
-326
-9% -$28.8K 0.14% 64
2025
Q1 		$342K Buy
3,781
+184
+5% +$16.7K 0.18% 56
2024
Q4 		$320K Buy
3,597
+6
+0.2% +$567 0.16% 56
2024
Q3 		$350K Sell
3,591
-121
-3% -$11.1K 0.18% 53
2024
Q2 		$311K Sell
3,712
-682
-16% -$56.3K 0.17% 55
2024
Q1 		$380K Buy
4,394
+354
+9% +$30.2K 0.21% 53
2023
Q4 		$357K Sell
4,040
-16
-0.4% -$1.27K 0.21% 50
2023
Q3 		$307K Buy
4,056
+115
+3% +$9.48K 0.19% 52
2023
Q2 		$329K Sell
3,941
-239
-6% -$19.6K 0.19% 53
2023
Q1 		$347K Buy
4,180
+133
+3% +$11.4K 0.21% 52
2022
Q4 		$334K Buy
4,047
+3
+0.1% +$249 0.2% 51
2022
Q3 		$324K Sell
4,044
-1,895
-32% -$177K 0.21% 45
2022
Q2 		$541K Buy
5,939
+1
+0% +$100 0.32% 38
2022
Q1 		$644K Sell
5,938
-372
-6% -$39.4K 0.33% 37
2021
Q4 		$732K Sell
6,310
-353
-5% -$38.6K 0.36% 38
2021
Q3 		$678K Buy
6,663
+202
+3% +$21.4K 0.36% 38
2021
Q2 		$658K Sell
6,461
-70
-1% -$6.94K 0.36% 38
2021
Q1 		$600K Buy
6,531
+2,461
+60% +$216K 0.36% 38
2020
Q4 		$346K Buy
4,070
+211
+5% +$17.5K 0.23% 51
2020
Q3 		$305K Buy
3,859
+585
+18% +$47K 0.24% 51
2020
Q2 		$257K Sell
3,274
-1,115
-25% -$84.5K 0.21% 54
2020
Q1 		$307K Sell
4,389
-557
-11% -$48.9K 0.33% 47
2019
Q4 		$459K Buy
+4,946
New +$458K 0.38% 50

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

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

Strategic Financial Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 7.7% in Q1 2026, selling an estimated $24.8K and leaving 3,232 shares worth $287K. The position accounts for 0.12% of the portfolio, ranked #68.

Strategic Financial Partners first reported a position in VNQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $732K in Q4 2021. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Strategic Financial Partners held 3,232 shares of Vanguard Real Estate ETF worth $287K as of Q1 2026.
  • Strategic Financial Partners sold 271 Vanguard Real Estate ETF shares in Q1 2026, an estimated $24.8K.
  • Vanguard Real Estate ETF made up 0.12% of Strategic Financial Partners's portfolio in Q1 2026, its #68 holding.
  • Strategic Financial Partners first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Partners's Vanguard Real Estate ETF position peaked at $732K in Q4 2021.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.