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

Stratos 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
Q1 		$15.4M Buy
174,117
+29,137
+20% +$2.67M 0.18% 117
2025
Q4 		$12.8M Buy
144,980
+49,016
+51% +$4.4M 0.15% 143
2025
Q3 		$8.77M Sell
95,964
-2,832
-3% -$257K 0.1% 201
2025
Q2 		$8.8M Sell
98,796
-852
-0.9% -$75.1K 0.12% 181
2025
Q1 		$9.02M Sell
99,648
-10,676
-10% -$969K 0.14% 151
2024
Q4 		$9.83M Buy
110,324
+873
+0.8% +$82.5K 0.14% 147
2024
Q3 		$10.7M Buy
109,451
+4,951
+5% +$456K 0.15% 139
2024
Q2 		$8.75M Sell
104,500
-1,541
-1% -$127K 0.14% 151
2024
Q1 		$9.17M Buy
106,041
+75
+0.1% +$6.41K 0.15% 147
2023
Q4 		$9.36M Buy
105,966
+4,648
+5% +$368K 0.17% 134
2023
Q3 		$7.67M Buy
101,318
+13,624
+16% +$1.12M 0.17% 136
2023
Q2 		$7.33M Buy
87,694
+11,361
+15% +$931K 0.17% 141
2023
Q1 		$6.34M Sell
76,333
-13,621
-15% -$1.17M 0.17% 128
2022
Q4 		$7.42M Sell
89,954
-3,403
-4% -$282K 0.19% 117
2022
Q3 		$7.48M Sell
93,357
-6,451
-6% -$603K 0.21% 100
2022
Q2 		$9.09M Sell
99,808
-434
-0.4% -$43.3K 0.23% 88
2022
Q1 		$10.9M Buy
100,242
+14,024
+16% +$1.48M 0.24% 89
2021
Q4 		$10M Buy
86,218
+17
+0% +$1.86K 0.22% 96
2021
Q3 		$8.77M Sell
86,201
-916
-1% -$97.2K 0.22% 95
2021
Q2 		$8.87M Buy
87,117
+1,366
+2% +$135K 0.22% 94
2021
Q1 		$7.88M Buy
85,751
+3,836
+5% +$337K 0.22% 100
2020
Q4 		$6.96M Sell
81,915
-636
-0.8% -$52.7K 0.21% 110
2020
Q3 		$6.52M Sell
82,551
-9,119
-10% -$732K 0.21% 111
2020
Q2 		$7.2M Sell
91,670
-136,273
-60% -$10.3M 0.26% 88
2020
Q1 		$15.9M Buy
227,943
+53,717
+31% +$4.72M 0.73% 20
2019
Q4 		$16.2M Sell
174,226
-504
-0.3% -$46.7K 0.63% 25
2019
Q3 		$16.3M Buy
174,730
+13,627
+8% +$1.24M 0.7% 21
2019
Q2 		$14.1M Buy
161,103
+18,542
+13% +$1.62M 0.61% 27
2019
Q1 		$12.4M Buy
142,561
+34,164
+32% +$2.82M 0.56% 29
2018
Q4 		$8.08M Sell
108,397
-48,434
-31% -$3.82M 0.42% 40
2018
Q3 		$12.7M Buy
156,831
+8,650
+6% +$712K 0.57% 31
2018
Q2 		$12.1M Sell
148,181
-23,537
-14% -$1.82M 0.54% 35
2018
Q1 		$13M Sell
171,718
-100,468
-37% -$7.69M 0.55% 35
2017
Q4 		$22.6M Sell
272,186
-37,986
-12% -$3.18M 1.01% 13
2017
Q3 		$25.8M Buy
310,172
+113,059
+57% +$9.45M 1.22% 11
2017
Q2 		$16.4M Buy
197,113
+14,130
+8% +$1.18M 0.85% 22
2017
Q1 		$15.1M Buy
182,983
+27,641
+18% +$2.29M 0.85% 22
2016
Q4 		$12.8M Sell
155,342
-13,914
-8% -$1.13M 0.8% 22
2016
Q3 		$14.7M Sell
169,256
-21,583
-11% -$1.93M 0.99% 21
2016
Q2 		$16.9M Buy
190,839
+59,324
+45% +$4.99M 1.25% 18
2016
Q1 		$11M Sell
131,515
-20,792
-14% -$1.62M 0.95% 24
2015
Q4 		$12.1M Buy
152,307
+72,899
+92% +$5.77M 1.01% 26
2015
Q3 		$6M Buy
79,408
+60,645
+323% +$4.66M 0.75% 22
2015
Q2 		$1.42M Sell
18,763
-48,787
-72% -$3.9M 0.18% 117
2015
Q1 		$5.7M Buy
67,550
+20,495
+44% +$1.74M 0.68% 26
2014
Q4 		$3.81M Buy
47,055
+35,760
+317% +$2.81M 0.69% 27
2014
Q3 		$812K Buy
11,295
+5,332
+89% +$402K 0.19% 115
2014
Q2 		$446K Buy
+5,963
New +$438K 0.15% 166

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

Stratos Wealth Partners's VNQ Position: Q1 2026 in Review

Stratos Wealth Partners increased its Vanguard Real Estate ETF (VNQ) stake by 20% in Q1 2026, buying an estimated $2.67M and bringing the position to 174,117 shares worth $15.4M. The position accounts for 0.18% of the portfolio, ranked #117.

Stratos Wealth Partners first reported a position in VNQ in Q2 2014 and has held it in 48 quarters since. The position peaked at $25.8M in Q3 2017. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Stratos Wealth Partners held 174,117 shares of Vanguard Real Estate ETF worth $15.4M as of Q1 2026.
  • Stratos Wealth Partners bought 29,137 Vanguard Real Estate ETF shares in Q1 2026, an estimated $2.67M.
  • Vanguard Real Estate ETF made up 0.18% of Stratos Wealth Partners's portfolio in Q1 2026, its #117 holding.
  • Stratos Wealth Partners first reported a position in Vanguard Real Estate ETF in Q2 2014 and has held it in 48 quarters since.
  • Stratos Wealth Partners's Vanguard Real Estate ETF position peaked at $25.8M in Q3 2017.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.