TWP
VNQ icon

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

TFO 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 		$8.51M Buy
95,970
+32,789
+52% +$3.01M 1.16% 12
2025
Q4 		$5.59M Buy
63,181
+13,994
+28% +$1.26M 0.84% 13
2025
Q3 		$4.5M Buy
49,187
+5,639
+13% +$511K 0.73% 14
2025
Q2 		$3.88M Buy
43,548
+62
+0.1% +$5.47K 0.68% 15
2025
Q1 		$3.94M Buy
+43,486
New +$3.95M 0.78% 12
2024
Q4 		– Sell
-43,115
Closed -$4.2M – 32
2024
Q3 		$4.2M Buy
43,115
+19
+0% +$1.75K 0.77% 12
2024
Q2 		$3.61M Buy
43,096
+35
+0.1% +$2.89K 0.71% 13
2024
Q1 		$3.72M Sell
43,061
-39
-0.1% -$3.33K 0.72% 12
2023
Q4 		$3.81M Buy
43,100
+99
+0.2% +$7.85K 0.78% 10
2023
Q3 		$3.59M Hold
43,001
– – 0.75% 11
2023
Q2 		$3.59M Sell
43,001
-87
-0.2% -$7.13K 0.76% 11
2023
Q1 		$3.58M Buy
43,088
+34,750
+417% +$2.99M 0.78% 10
2022
Q4 		$2.93M Sell
8,338
-34,362
-80% -$2.85M 0.68% 13
2022
Q3 		$3.42M Sell
42,700
-34
-0.1% -$3.18K 0.86% 12
2022
Q2 		$3.89M Sell
42,734
-1,346
-3% -$134K 0.88% 13
2022
Q1 		$4.78M Buy
44,080
+760
+2% +$80.4K 0.95% 11
2021
Q4 		$4.84M Sell
43,320
-1,286
-3% -$140K 0.93% 10
2021
Q3 		$4.54M Buy
44,606
+391
+0.9% +$41.5K 0.9% 10
2021
Q2 		$4.53M Sell
44,215
-2,453
-5% -$243K 0.89% 10
2021
Q1 		$4.29M Buy
46,668
+4,886
+12% +$429K 1.29% 7
2020
Q4 		$3.55M Buy
41,782
+578
+1% +$47.9K 1.13% 9
2020
Q3 		$3.25M Buy
41,204
+890
+2% +$71.4K 1.25% 7
2020
Q2 		$3.17M Sell
40,314
-45
-0.1% -$3.41K 1.25% 8
2020
Q1 		$2.82M Sell
40,359
-1,420
-3% -$125K 1.21% 8
2019
Q4 		$3.88M Buy
+41,779
New +$3.87M 3.57% 5

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

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

TFO Wealth Partners increased its Vanguard Real Estate ETF (VNQ) stake by 52% in Q1 2026, buying an estimated $3.01M and bringing the position to 95,970 shares worth $8.51M. The position accounts for 1.16% of the portfolio, ranked #12.

TFO Wealth Partners first reported a position in VNQ in Q4 2019 and has held it in 25 quarters since. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • TFO Wealth Partners held 95,970 shares of Vanguard Real Estate ETF worth $8.51M as of Q1 2026.
  • TFO Wealth Partners bought 32,789 Vanguard Real Estate ETF shares in Q1 2026, an estimated $3.01M.
  • Vanguard Real Estate ETF made up 1.16% of TFO Wealth Partners's portfolio in Q1 2026, its #12 holding.
  • TFO Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 25 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.