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ATX Financial Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

ATX Financial Planning’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
Q1 		– Sell
-8,310
Closed -$735K – 94
2025
Q4 		$735K Buy
+8,310
New +$747K 0.57% 50

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

ATX Financial Planning's VNQ Position: Q1 2026 in Review

ATX Financial Planning sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 8,310 shares — an estimated $735K sold.

ATX Financial Planning first reported a position in VNQ in Q4 2025 and held it in 1 quarter. The position peaked at $735K in Q4 2025. 1,787 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • ATX Financial Planning reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • ATX Financial Planning sold 8,310 Vanguard Real Estate ETF shares in Q1 2026, an estimated $735K.
  • ATX Financial Planning first reported a position in Vanguard Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • ATX Financial Planning's Vanguard Real Estate ETF position peaked at $735K in Q4 2025.
  • 1,787 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on ATX Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.