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Trinity Legacy Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Trinity Legacy 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 		$1.2M Sell
12,006
-9
-0.1% -$860 0.24% 69
2026
Q1 		$1.13M Buy
12,015
+1,962
+20% +$180K 0.25% 68
2025
Q4 		$890K Buy
10,053
+193
+2% +$17.3K 0.2% 70
2025
Q3 		$879K Buy
9,860
+95
+1% +$8.62K 0.2% 71
2025
Q2 		$877K Sell
9,765
-53
-0.5% -$4.67K 0.21% 70
2025
Q1 		$869K Sell
9,818
-3,505
-26% -$318K 0.22% 68
2024
Q4 		$1.19M Buy
13,323
+1
+0% +$94 0.31% 68
2024
Q3 		$1.27M Sell
13,322
-322
-2% -$29.6K 0.33% 66
2024
Q2 		$1.14M Sell
13,644
-541
-4% -$44.7K 0.33% 62
2024
Q1 		$1.23M Buy
14,185
+1,492
+12% +$127K 0.36% 61
2023
Q4 		$1.12M Buy
12,693
+239
+2% +$18.9K 0.35% 61
2023
Q3 		$942K Buy
+12,454
New +$1.03M 0.33% 63
2020
Q3 		– Sell
-11,899
Closed -$953K – 91
2020
Q2 		$953K Buy
11,899
+1,720
+17% +$130K 0.49% 37
2020
Q1 		$667K Sell
10,179
-3,129
-24% -$275K 0.47% 41
2019
Q4 		$1.22M Buy
13,308
+4,150
+45% +$384K 0.57% 34
2019
Q3 		$852K Buy
9,158
+2,864
+46% +$260K 0.42% 33
2019
Q2 		$572K Buy
6,294
+1,335
+27% +$117K 0.39% 31
2019
Q1 		$431K Buy
4,959
+1,804
+57% +$149K 0.28% 40
2018
Q4 		$235K Buy
+3,155
New +$249K 0.23% 40

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

Trinity Legacy Partners's VNQ Position: Q2 2026 in Review

Trinity Legacy Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 0.07% in Q2 2026, selling an estimated $860 and leaving 12,006 shares worth $1.2M. The position accounts for 0.24% of the portfolio, ranked #69.

Trinity Legacy Partners first reported a position in VNQ in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.27M in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Trinity Legacy Partners held 12,006 shares of Vanguard Real Estate ETF worth $1.2M as of Q2 2026.
  • Trinity Legacy Partners sold 9 Vanguard Real Estate ETF shares in Q2 2026, an estimated $860.
  • Vanguard Real Estate ETF made up 0.24% of Trinity Legacy Partners's portfolio in Q2 2026, its #69 holding.
  • Trinity Legacy Partners first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 19 quarters since.
  • Trinity Legacy Partners's Vanguard Real Estate ETF position peaked at $1.27M in Q3 2024.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.