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Avantax Planning Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Avantax Planning 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 		$303K Sell
3,145
-117
-4% -$11.2K 0.01% 364
2026
Q1 		$289K Buy
3,262
+533
+20% +$48.9K 0.01% 355
2025
Q4 		$241K Sell
2,729
-360
-12% -$32.4K 0.01% 386
2025
Q3 		$282K Sell
3,089
-33
-1% -$2.99K 0.01% 366
2025
Q2 		$278K Sell
3,122
-6,099
-66% -$538K 0.01% 365
2025
Q1 		$835K Buy
9,221
+765
+9% +$69.4K 0.03% 197
2024
Q4 		$753K Buy
8,456
+5,835
+223% +$551K 0.03% 200
2024
Q3 		$255K Buy
2,621
+73
+3% +$6.72K 0.01% 364
2024
Q2 		$213K Buy
2,548
+173
+7% +$14.3K 0.01% 432
2024
Q1 		$205K Sell
2,375
-1,687
-42% -$144K 0.01% 443
2023
Q4 		$359K Buy
4,062
+911
+29% +$72.2K 0.01% 273
2023
Q3 		$238K Sell
3,151
-79
-2% -$6.51K 0.01% 321
2023
Q2 		$270K Sell
3,230
-76
-2% -$6.23K 0.01% 313
2023
Q1 		$274K Sell
3,306
-252
-7% -$21.7K 0.01% 313
2022
Q4 		$293K Sell
3,558
-261
-7% -$21.6K 0.01% 302
2022
Q3 		$306K Sell
3,819
-1,922
-33% -$180K 0.01% 278
2022
Q2 		$523K Sell
5,741
-196
-3% -$19.5K 0.02% 212
2022
Q1 		$643K Buy
5,937
+335
+6% +$35.5K 0.03% 203
2021
Q4 		$650K Buy
5,602
+57
+1% +$6.22K 0.03% 193
2021
Q3 		$564K Buy
5,545
+11
+0.2% +$1.17K 0.03% 186
2021
Q2 		$563K Buy
5,534
+265
+5% +$26.3K 0.03% 184
2021
Q1 		$484K Buy
5,269
+2,535
+93% +$223K 0.03% 192
2020
Q4 		$232K Sell
2,734
-3,477
-56% -$288K 0.01% 256
2020
Q3 		$490K Buy
6,211
+1,728
+39% +$139K 0.03% 181
2020
Q2 		$352K Sell
4,483
-604
-12% -$45.8K 0.02% 202
2020
Q1 		$355K Buy
5,087
+25
+0.5% +$2.2K 0.02% 187
2019
Q4 		$470K Sell
5,062
-707
-12% -$65.5K 0.03% 182
2019
Q3 		$538K Buy
5,769
+1,313
+29% +$119K 0.03% 162
2019
Q2 		$401K Hold
4,456
– – 0.03% 197
2019
Q1 		$387K Buy
4,456
+366
+9% +$30.2K 0.03% 198
2018
Q4 		$305K Sell
4,090
-1
-0% -$79 0.02% 199
2018
Q3 		$330K Sell
4,091
-284
-6% -$23.4K 0.03% 185
2018
Q2 		$356K Hold
4,375
– – 0.03% 160
2018
Q1 		$330K Sell
4,375
-45
-1% -$3.44K 0.03% 216
2017
Q4 		$367K Sell
4,420
-1,087
-20% -$91.1K 0.03% 205
2017
Q3 		$458K Buy
5,507
+1,638
+42% +$137K 0.04% 216
2017
Q2 		$322K Sell
3,869
-642
-14% -$53.5K 0.03% 241
2017
Q1 		$373K Sell
4,511
-765
-14% -$63.5K 0.03% 217
2016
Q4 		$435K Buy
+5,276
New +$430K 0.05% 179

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

Avantax Planning Partners's VNQ Position: Q2 2026 in Review

Avantax Planning Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 3.6% in Q2 2026, selling an estimated $11.2K and leaving 3,145 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #364.

Avantax Planning Partners first reported a position in VNQ in Q4 2016 and has held it in 39 quarters since. The position peaked at $835K in Q1 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Avantax Planning Partners held 3,145 shares of Vanguard Real Estate ETF worth $303K as of Q2 2026.
  • Avantax Planning Partners sold 117 Vanguard Real Estate ETF shares in Q2 2026, an estimated $11.2K.
  • Vanguard Real Estate ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #364 holding.
  • Avantax Planning Partners first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's Vanguard Real Estate ETF position peaked at $835K in Q1 2025.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.