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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.3M Buy
148,271
+52,301
+54% +$5M 1.56% 10
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

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

TFO Wealth Partners increased its Vanguard Real Estate ETF (VNQ) stake by 54% in Q2 2026, buying an estimated $5M and bringing the position to 148,271 shares worth $14.3M. The position accounts for 1.56% of the portfolio, ranked #10.

TFO Wealth Partners first reported a position in VNQ in Q4 2019 and has held it in 26 quarters since. 1,806 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • TFO Wealth Partners held 148,271 shares of Vanguard Real Estate ETF worth $14.3M as of Q2 2026.
  • TFO Wealth Partners bought 52,301 Vanguard Real Estate ETF shares in Q2 2026, an estimated $5M.
  • Vanguard Real Estate ETF made up 1.56% of TFO Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • TFO Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,806 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.