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

Strategic Wealth 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
Q2 		$530K Buy
5,493
+469
+9% +$44.8K 0.03% 195
2026
Q1 		$446K Buy
5,024
+922
+22% +$84.5K 0.03% 204
2025
Q4 		$363K Buy
4,102
+1,517
+59% +$136K 0.02% 240
2025
Q3 		$236K Buy
2,585
+130
+5% +$11.8K 0.02% 316
2025
Q2 		$219K Buy
+2,455
New +$217K 0.02% 307
2024
Q4 		$226K Buy
+2,456
New +$232K 0.02% 293
2024
Q3 		– Sell
-2,538
Closed -$213K – 304
2024
Q2 		$213K Sell
2,538
-5
-0.2% -$413 0.02% 277
2024
Q1 		$220K Buy
2,543
+104
+4% +$8.89K 0.02% 261
2023
Q4 		$216K Buy
+2,439
New +$193K 0.03% 262
2023
Q3 		– Sell
-2,403
Closed -$201K – 299
2023
Q2 		$201K Buy
+2,403
New +$197K 0.03% 277
2023
Q1 		– Sell
-2,520
Closed -$208K – 280
2022
Q4 		$208K Sell
2,520
-581
-19% -$48.2K 0.04% 247
2022
Q3 		$249K Buy
3,101
+292
+10% +$27.3K 0.05% 241
2022
Q2 		$256K Buy
+2,809
New +$280K 0.06% 210
2019
Q4 		– Sell
-1,398
Closed -$37.4K – 496
2019
Q3 		$37.4K Buy
1,398
+340
+32% +$30.9K 0.19% 95
2019
Q2 		$92K Sell
1,058
-1,296
-55% -$113K 0.04% 187
2019
Q1 		$204K Sell
2,354
-43
-2% -$3.55K 0.09% 137
2018
Q4 		$189K Sell
2,397
-260
-10% -$20.5K 0.1% 136
2018
Q3 		$214K Sell
2,657
-1,411
-35% -$116K 0.11% 123
2018
Q2 		$331K Sell
4,068
-6,250
-61% -$484K 0.19% 111
2018
Q1 		$779K Sell
10,318
-3,862
-27% -$296K 0.4% 89
2017
Q4 		$1.2M Buy
+14,180
New +$1.19M 0.67% 44

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Strategic Wealth Partners's VNQ Position: Q2 2026 in Review

Strategic Wealth Partners increased its Vanguard Real Estate ETF (VNQ) stake by 9.3% in Q2 2026, buying an estimated $44.8K and bringing the position to 5,493 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #195.

Strategic Wealth Partners first reported a position in VNQ in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.2M in Q4 2017. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Strategic Wealth Partners held 5,493 shares of Vanguard Real Estate ETF worth $530K as of Q2 2026.
  • Strategic Wealth Partners bought 469 Vanguard Real Estate ETF shares in Q2 2026, an estimated $44.8K.
  • Vanguard Real Estate ETF made up 0.03% of Strategic Wealth Partners's portfolio in Q2 2026, its #195 holding.
  • Strategic Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 21 quarters since.
  • Strategic Wealth Partners's Vanguard Real Estate ETF position peaked at $1.2M in Q4 2017.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.