CFFP
VNQ icon

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

Center for 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
Q2 		$180K Sell
1,869
-135
-7% -$12.9K 0.02% 182
2026
Q1 		$178K Sell
2,004
-480
-19% -$44K 0.02% 181
2025
Q4 		$220K Hold
2,484
– – 0.02% 166
2025
Q3 		$227K Sell
2,484
-187
-7% -$17K 0.02% 159
2025
Q2 		$238K Hold
2,671
– – 0.03% 150
2025
Q1 		$242K Hold
2,671
– – 0.03% 141
2024
Q4 		$238K Hold
2,671
– – 0.03% 139
2024
Q3 		$260K Sell
2,671
-17
-0.6% -$1.56K 0.04% 132
2024
Q2 		$225K Sell
2,688
-15
-0.6% -$1.24K 0.03% 137
2024
Q1 		$234K Buy
2,703
+278
+11% +$23.8K 0.03% 135
2023
Q4 		$214K Buy
2,425
+971
+67% +$77K 0.04% 134
2023
Q3 		$110K Buy
1,454
+67
+5% +$5.52K 0.02% 160
2023
Q2 		$116K Hold
1,387
– – 0.02% 161
2023
Q1 		$115K Buy
1,387
+40
+3% +$3.44K 0.03% 153
2022
Q4 		$111K Sell
1,347
-22
-2% -$1.82K 0.03% 152
2022
Q3 		$110K Sell
1,369
-31
-2% -$2.9K 0.03% 153
2022
Q2 		$128K Hold
1,400
– – 0.03% 147
2022
Q1 		$152K Buy
1,400
+646
+86% +$68.4K 0.03% 146
2021
Q4 		$87K Buy
754
+25
+3% +$2.73K 0.02% 184
2021
Q3 		$74K Sell
729
-13
-2% -$1.38K 0.02% 183
2021
Q2 		$76K Sell
742
-31
-4% -$3.07K 0.02% 182
2021
Q1 		$71K Buy
773
+15
+2% +$1.32K 0.02% 184
2020
Q4 		$64K Hold
758
– – 0.02% 185
2020
Q3 		$60K Buy
758
+71
+10% +$5.7K 0.02% 173
2020
Q2 		$54K Sell
687
-1,230
-64% -$93.2K 0.02% 180
2020
Q1 		$134K Buy
1,917
+1,286
+204% +$113K 0.05% 123
2019
Q4 		$59K Buy
+631
New +$58.4K 0.01% 170

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Center for Financial Planning's VNQ Position: Q2 2026 in Review

Center for Financial Planning reduced its Vanguard Real Estate ETF (VNQ) stake by 6.7% in Q2 2026, selling an estimated $12.9K and leaving 1,869 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #182.

Center for Financial Planning first reported a position in VNQ in Q4 2019 and has held it in 27 quarters since. The position peaked at $260K in Q3 2024. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Center for Financial Planning held 1,869 shares of Vanguard Real Estate ETF worth $180K as of Q2 2026.
  • Center for Financial Planning sold 135 Vanguard Real Estate ETF shares in Q2 2026, an estimated $12.9K.
  • Vanguard Real Estate ETF made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #182 holding.
  • Center for Financial Planning first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Vanguard Real Estate ETF position peaked at $260K in Q3 2024.
  • 635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.