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

Cornerstone 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	$147K	Sell	1,486 -2	-0.1%	-$191	0.02%	199
2026 Q1	$142K	Sell	1,488 -196	-12%	-$18K	0.02%	201
2025 Q4	$151K	Buy	1,684 +1,422	+543%	+$128K	0.02%	167
2025 Q3	$117K	Sell	262 -40	-13%	-$3.63K	0.02%	198
2025 Q2	$27.2K	Buy	302 +3	+1%	+$265	0.01%	357
2025 Q1	$26K	Buy	299 +2	+0.7%	+$182	0.01%	357
2024 Q4	$27.3K	Buy	297 +3	+1%	+$283	0.01%	265
2024 Q3	$28K	Buy	294 +1	+0.3%	+$92	0.01%	253
2024 Q2	$25.9K	Buy	293 +4	+1%	+$330	0.01%	283
2024 Q1	$23.5K	Sell	289 -2	-0.7%	-$171	0.01%	273
2023 Q4	$25.7K	Sell	291 -380	-57%	-$30.1K	0.01%	285
2023 Q3	$50.8K	Buy	671 +380	+131%	+$31.3K	0.02%	181
2023 Q2	$24.3K	Buy	+291	New	+$23.8K	0.01%	391
2022 Q4	$25.2K	Buy	+291	New	+$24.1K	0.01%	391

Other funds holding VNQ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

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

Cornerstone Planning Group reduced its Vanguard Real Estate ETF (VNQ) stake by 0.13% in Q2 2026, selling an estimated $191 and leaving 1,486 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #199.

Cornerstone Planning Group first reported a position in VNQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $151K in Q4 2025. 1,223 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Cornerstone Planning Group held 1,486 shares of Vanguard Real Estate ETF worth $147K as of Q2 2026.
Cornerstone Planning Group sold 2 Vanguard Real Estate ETF shares in Q2 2026, an estimated $191.
Vanguard Real Estate ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #199 holding.
Cornerstone Planning Group first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Vanguard Real Estate ETF position peaked at $151K in Q4 2025.
1,223 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.