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VNQVNQ
Showing 8 of 30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in VANGUARD REAL ESTATE ETF ETF

Steward Partners Investment Advisory, LLC holds 309,861 shares of VNQ (VANGUARD REAL ESTATE ETF ETF), worth $29.9M as of 2026-Q2. The position was decreased (-51.4% shares). VNQ represents 0.2% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$29.9M

Current Shares

309,861

Total Value Change

+$18.4M

Total Shares Change

+192,502

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
309,861
-51.4%
$29.9M0.2%$96.43
0
2026-Q1
Increased
637,628
+2.8%
$56.6M0.3%$95.42
36
2025-Q4
Increased
620,337
+14.9%
$54.9M0.3%$89.22
40
2025-Q3
Increased
539,743
+284.4%
$49.3M0.3%$90.23
56
2025-Q2
Increased
140,428
+4.4%
$12.5M0.1%$86.86
29
2025-Q1
Increased
134,518
+8.6%
$12.2M0.1%$87.20
36
2024-Q4
Increased
123,914
+5.6%
$11M0.1%$84.97
29
2024-Q3
Increased
117,359
+3.9%
$11.4M0.1%$92.11
35

Other major holders of VNQ: BNP PARIBAS FINANCIAL MARKETS, Creative Planning

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