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VNQ icon

SWS Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

SWS 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 		$245K Buy
2,760
+6
+0.2% +$550 0.06% 110
2025
Q4 		$244K Sell
2,754
-96
-3% -$8.63K 0.06% 115
2025
Q3 		$261K Buy
2,850
+7
+0.2% +$635 0.06% 118
2025
Q2 		$253K Sell
2,843
-939
-25% -$82.8K 0.07% 115
2025
Q1 		$342K Sell
3,782
-314
-8% -$28.5K 0.11% 100
2024
Q4 		$365K Sell
4,096
-3,727
-48% -$352K 0.11% 108
2024
Q3 		$762K Sell
7,823
-4
-0.1% -$368 0.24% 97
2024
Q2 		$656K Buy
7,827
+20
+0.3% +$1.65K 0.2% 97
2024
Q1 		$675K Sell
7,807
-104
-1% -$8.89K 0.2% 97
2023
Q4 		$699K Buy
7,911
+28
+0.4% +$2.22K 0.23% 94
2023
Q3 		$596K Buy
7,883
+11
+0.1% +$907 0.22% 94
2023
Q2 		$665K Buy
7,872
+147
+2% +$12K 0.24% 94
2023
Q1 		$641K Buy
+7,725
New +$664K 0.24% 98
2022
Q4 		– Sell
-8,133
Closed -$652K – 104
2022
Q3 		$652K Buy
+8,133
New +$760K 0.3% 90
2021
Q1 		– Sell
-8,123
Closed -$690K – 116
2020
Q4 		$690K Sell
8,123
-4
-0% -$332 0.31% 96
2020
Q3 		$642K Buy
+8,127
New +$652K 0.32% 87
2020
Q2 		– Sell
-7,929
Closed -$554K – 117
2020
Q1 		$554K Buy
+7,929
New +$696K 0.4% 70
2019
Q3 		$549K Sell
5,935
-161
-3% -$14.6K 0.32% 69
2019
Q2 		$542K Buy
+6,096
New +$534K 0.34% 73
2018
Q4 		$445K Sell
5,968
-556
-9% -$43.8K 0.34% 65
2018
Q3 		$526K Buy
6,524
+8
+0.1% +$659 0.33% 64
2018
Q2 		$531K Buy
6,516
+1,163
+22% +$90.1K 0.37% 59
2018
Q1 		$399K Sell
5,353
-487
-8% -$37.3K 0.29% 58
2017
Q4 		$485K Buy
+5,840
New +$489K 0.36% 53

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

SWS Partners's VNQ Position: Q1 2026 in Review

SWS Partners increased its Vanguard Real Estate ETF (VNQ) stake by 0.22% in Q1 2026, buying an estimated $550 and bringing the position to 2,760 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #110.

SWS Partners first reported a position in VNQ in Q4 2017 and has held it in 24 quarters since. The position peaked at $762K in Q3 2024. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • SWS Partners held 2,760 shares of Vanguard Real Estate ETF worth $245K as of Q1 2026.
  • SWS Partners bought 6 Vanguard Real Estate ETF shares in Q1 2026, an estimated $550.
  • Vanguard Real Estate ETF made up 0.06% of SWS Partners's portfolio in Q1 2026, its #110 holding.
  • SWS Partners first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 24 quarters since.
  • SWS Partners's Vanguard Real Estate ETF position peaked at $762K in Q3 2024.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on SWS Partners's 13F filing for Q1 2026, filed 21 Apr 2026.