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Abacus Planning Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Abacus Planning Group’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 		$274K Buy
2,841
+10
+0.4% +$956 0.03% 214
2026
Q1 		$251K Sell
2,831
-191
-6% -$17.5K 0.03% 224
2025
Q4 		$267K Sell
3,022
-2,271
-43% -$204K 0.04% 210
2025
Q3 		$484K Sell
5,293
-47
-0.9% -$4.26K 0.07% 133
2025
Q2 		$476K Sell
5,340
-3,455
-39% -$305K 0.07% 128
2025
Q1 		$796K Buy
8,795
+88
+1% +$7.99K 0.14% 86
2024
Q4 		$776K Buy
8,707
+441
+5% +$41.7K 0.14% 86
2024
Q3 		$805K Hold
8,266
– – 0.14% 83
2024
Q2 		$692K Sell
8,266
-2,030
-20% -$168K 0.13% 87
2024
Q1 		$890K Hold
10,296
– – 0.17% 79
2023
Q4 		$910K Sell
10,296
-6,799
-40% -$539K 0.19% 76
2023
Q3 		$1.29M Sell
17,095
-1,194
-7% -$98.5K 0.31% 45
2023
Q2 		$1.53M Hold
18,289
– – 0.37% 40
2023
Q1 		$1.52M Buy
18,289
+6
+0% +$516 0.39% 39
2022
Q4 		$1.51M Buy
18,283
+1,640
+10% +$136K 0.41% 40
2022
Q3 		$1.33M Buy
16,643
+13,712
+468% +$1.28M 0.4% 43
2022
Q2 		$267K Sell
2,931
-5,693
-66% -$567K 0.08% 145
2022
Q1 		$935K Sell
8,624
-445
-5% -$47.1K 0.25% 76
2021
Q4 		$1.05M Buy
9,069
+2,097
+30% +$229K 0.28% 67
2021
Q3 		$710K Buy
6,972
+44
+0.6% +$4.67K 0.23% 79
2021
Q2 		$705K Buy
6,928
+2,516
+57% +$250K 0.22% 79
2021
Q1 		$405K Buy
4,412
+1,055
+31% +$92.7K 0.13% 113
2020
Q4 		$285K Buy
3,357
+591
+21% +$49K 0.09% 137
2020
Q3 		$218K Buy
2,766
+2
+0.1% +$161 0.08% 143
2020
Q2 		$217K Buy
+2,764
New +$210K 0.09% 138
2019
Q4 		– Sell
-2,641
Closed -$246K – 184
2019
Q3 		$246K Buy
2,641
+5
+0.2% +$454 0.12% 137
2019
Q2 		$230K Buy
+2,636
New +$231K 0.14% 136

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

Abacus Planning Group's VNQ Position: Q2 2026 in Review

Abacus Planning Group increased its Vanguard Real Estate ETF (VNQ) stake by 0.35% in Q2 2026, buying an estimated $956 and bringing the position to 2,841 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #214.

Abacus Planning Group first reported a position in VNQ in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.53M in Q2 2023. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Abacus Planning Group held 2,841 shares of Vanguard Real Estate ETF worth $274K as of Q2 2026.
  • Abacus Planning Group bought 10 Vanguard Real Estate ETF shares in Q2 2026, an estimated $956.
  • Vanguard Real Estate ETF made up 0.03% of Abacus Planning Group's portfolio in Q2 2026, its #214 holding.
  • Abacus Planning Group first reported a position in Vanguard Real Estate ETF in Q2 2019 and has held it in 27 quarters since.
  • Abacus Planning Group's Vanguard Real Estate ETF position peaked at $1.53M in Q2 2023.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.