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VNQ icon

Westmount Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Westmount 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 		$275K Buy
2,852
+5
+0.2% +$478 0.06% 223
2026
Q1 		$253K Buy
2,847
+10
+0.4% +$917 0.06% 228
2025
Q4 		$251K Sell
2,837
-24
-0.8% -$2.16K 0.06% 219
2025
Q3 		$262K Buy
2,861
+19
+0.7% +$1.72K 0.07% 209
2025
Q2 		$253K Buy
2,842
+13
+0.5% +$1.15K 0.07% 213
2025
Q1 		$256K Buy
2,829
+502
+22% +$45.6K 0.08% 206
2024
Q4 		$207K Sell
2,327
-98
-4% -$9.26K 0.06% 207
2024
Q3 		$236K Buy
+2,425
New +$223K 0.07% 199
2024
Q2 		– Sell
-2,590
Closed -$224K – 228
2024
Q1 		$224K Buy
2,590
+30
+1% +$2.56K 0.08% 188
2023
Q4 		$226K Sell
2,560
-116
-4% -$9.19K 0.09% 174
2023
Q3 		$202K Buy
2,676
+23
+0.9% +$1.9K 0.09% 181
2023
Q2 		$222K Sell
2,653
-463
-15% -$37.9K 0.1% 162
2023
Q1 		$259K Buy
3,116
+172
+6% +$14.8K 0.12% 150
2022
Q4 		$243K Buy
+2,944
New +$244K 0.13% 150

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

Westmount Partners's VNQ Position: Q2 2026 in Review

Westmount Partners increased its Vanguard Real Estate ETF (VNQ) stake by 0.18% in Q2 2026, buying an estimated $478 and bringing the position to 2,852 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #223.

Westmount Partners first reported a position in VNQ in Q4 2022 and has held it in 14 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Westmount Partners held 2,852 shares of Vanguard Real Estate ETF worth $275K as of Q2 2026.
  • Westmount Partners bought 5 Vanguard Real Estate ETF shares in Q2 2026, an estimated $478.
  • Vanguard Real Estate ETF made up 0.06% of Westmount Partners's portfolio in Q2 2026, its #223 holding.
  • Westmount Partners first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.