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

Triad 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
Q2 		$207K Buy
+2,094
New +$200K 0.01% 544
2024
Q3 		– Sell
-333
Closed -$27.9K – 902
2024
Q2 		$27.9K Buy
+333
New +$27.5K 0.01% 299

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Triad Wealth Partners opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 2,094 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #544 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in VNQ as recently as Q2 2024.

Triad Wealth Partners first reported a position in VNQ in Q2 2024 and has held it in 2 quarters since. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Triad Wealth Partners held 2,094 shares of Vanguard Real Estate ETF worth $207K as of Q2 2026.
  • Vanguard Real Estate ETF was a new Triad Wealth Partners position in Q2 2026.
  • Vanguard Real Estate ETF made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #544 holding.
  • Triad Wealth Partners first reported a position in Vanguard Real Estate ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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