SWS Partners
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
Q3 		$247K Sell
2,757
-9
-0.3% -$872 0.05% 104
2026
Q2 		$267K Buy
2,766
+6
+0.2% +$573 0.06% 104
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

Creative Planning
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Vista Capital Partners
Vista Capital Partners Portland, Oregon $1.15B AUM 13.75% 1-Year Est. Return

SWS Partners's VNQ Position: Q3 2026 in Review

SWS Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 0.33% in Q3 2026, selling an estimated $872 and leaving 2,757 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #104.

SWS Partners first reported a position in VNQ in Q4 2017 and has held it in 26 quarters since. The position peaked at $762K in Q3 2024. 1,153 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • SWS Partners held 2,757 shares of Vanguard Real Estate ETF worth $247K as of Q3 2026.
  • SWS Partners sold 9 Vanguard Real Estate ETF shares in Q3 2026, an estimated $872.
  • Vanguard Real Estate ETF made up 0.05% of SWS Partners's portfolio in Q3 2026, its #104 holding.
  • SWS Partners first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 26 quarters since.
  • SWS Partners's Vanguard Real Estate ETF position peaked at $762K in Q3 2024.
  • 1,153 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.