Winthrop Partners - WNY’s Vanguard Real Estate ETF VNQ Stock Holding History

Winthrop Partners - WNY’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	$1.12M	Buy	11,616 +259	+2%	+$24.8K	0.55%	41
2026 Q1	$1.01M	Sell	11,357 -285	-2%	-$26.1K	0.54%	44
2025 Q4	$1.03M	Buy	+11,642	New	+$1.05M	0.55%	46
2019 Q3	$3.58M	Buy	38,369 +1,226	+3%	+$111K	2.42%	7
2019 Q2	$3.25M	Buy	37,143 +1,490	+4%	+$130K	2.43%	8
2019 Q1	$3.1M	Buy	35,653 +18,602	+109%	+$1.54M	2.42%	8
2018 Q4	$1.27M	Sell	17,051 -4,820	-22%	-$380K	1.19%	27
2018 Q3	$1.76M	Buy	21,871 +1,886	+9%	+$155K	1.43%	21
2018 Q2	$1.63M	Buy	19,985 +2,694	+16%	+$209K	1.35%	22
2018 Q1	$1.3M	Buy	17,291 +1,390	+9%	+$106K	1%	30
2017 Q4	$1.2M	Buy	+15,901	New	+$1.33M	0.98%	35

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Winthrop Partners - WNY's VNQ Position: Q2 2026 in Review

Winthrop Partners - WNY increased its Vanguard Real Estate ETF (VNQ) stake by 2.3% in Q2 2026, buying an estimated $24.8K and bringing the position to 11,616 shares worth $1.12M. The position accounts for 0.55% of the portfolio, ranked #41.

Winthrop Partners - WNY first reported a position in VNQ in Q4 2017 and has held it in 11 quarters since. The position peaked at $3.58M in Q3 2019. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Winthrop Partners - WNY held 11,616 shares of Vanguard Real Estate ETF worth $1.12M as of Q2 2026.
Winthrop Partners - WNY bought 259 Vanguard Real Estate ETF shares in Q2 2026, an estimated $24.8K.
Vanguard Real Estate ETF made up 0.55% of Winthrop Partners - WNY's portfolio in Q2 2026, its #41 holding.
Winthrop Partners - WNY first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 11 quarters since.
Winthrop Partners - WNY's Vanguard Real Estate ETF position peaked at $3.58M in Q3 2019.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.