Creative Planning
VNQ icon

Creative Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Creative 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 		$1.11B Sell
12,560,585
-309,984
-2% -$28.4M 0.76% 30
2025
Q4 		$1.14B Sell
12,870,569
-388,155
-3% -$34.9M 0.82% 27
2025
Q3 		$1.21B Sell
13,258,724
-417,419
-3% -$37.9M 0.93% 26
2025
Q2 		$1.22B Sell
13,676,143
-535,948
-4% -$47.3M 1.04% 27
2025
Q1 		$1.29B Sell
14,212,091
-679,894
-5% -$61.7M 1.21% 20
2024
Q4 		$1.33B Sell
14,891,985
-1,264,859
-8% -$120M 1.29% 16
2024
Q3 		$1.57B Sell
16,156,844
-1,243,938
-7% -$115M 1.56% 15
2024
Q2 		$1.46B Sell
17,400,782
-422,066
-2% -$34.9M 1.56% 15
2024
Q1 		$1.54B Sell
17,822,848
-531,197
-3% -$45.4M 1.71% 15
2023
Q4 		$1.62B Sell
18,354,045
-861,959
-4% -$68.3M 3.01% 8
2023
Q3 		$1.45B Sell
19,216,004
-589,495
-3% -$48.6M 1.94% 14
2023
Q2 		$1.65B Sell
19,805,499
-228,963
-1% -$18.8M 2.2% 12
2023
Q1 		$1.66B Sell
20,034,462
-796,608
-4% -$68.4M 2.4% 10
2022
Q4 		$1.72B Sell
20,831,070
-156,072
-0.7% -$12.9M 2.58% 9
2022
Q3 		$1.68B Buy
20,987,142
+197,709
+1% +$18.5M 2.91% 9
2022
Q2 		$1.89B Buy
20,789,433
+721,899
+4% +$72M 3.12% 7
2022
Q1 		$2.17B Buy
20,067,534
+813,380
+4% +$86.1M 3.37% 7
2021
Q4 		$2.23B Buy
19,254,154
+1,220,825
+7% +$133M 3.59% 6
2021
Q3 		$1.84B Buy
18,033,329
+1,207,571
+7% +$128M 3.26% 6
2021
Q2 		$1.71B Buy
16,825,758
+933,427
+6% +$92.6M 3.04% 8
2021
Q1 		$1.46B Buy
15,892,331
+1,705,899
+12% +$150M 2.94% 9
2020
Q4 		$1.2B Buy
14,186,432
+1,697,028
+14% +$141M 2.65% 10
2020
Q3 		$986M Buy
12,489,404
+884,463
+8% +$71M 2.57% 10
2020
Q2 		$911M Buy
11,604,941
+1,350,174
+13% +$102M 2.64% 10
2020
Q1 		$716M Buy
10,254,767
+263,034
+3% +$23.1M 2.54% 9
2019
Q4 		$927M Buy
9,991,733
+608,474
+6% +$56.3M 2.78% 7
2019
Q3 		$875M Buy
9,383,259
+687,094
+8% +$62.4M 2.85% 7
2019
Q2 		$760M Buy
8,696,165
+899,117
+12% +$78.7M 2.56% 8
2019
Q1 		$678M Buy
7,797,048
+805,312
+12% +$66.5M 2.44% 10
2018
Q4 		$521M Buy
6,991,736
+503,783
+8% +$39.7M 2.14% 12
2018
Q3 		$523M Buy
6,487,953
+932,994
+17% +$76.8M 1.94% 11
2018
Q2 		$452M Buy
5,554,959
+935,469
+20% +$72.5M 1.78% 12
2018
Q1 		$349M Buy
4,619,490
+1,607,317
+53% +$123M 1.42% 16
2017
Q4 		$250M Buy
3,012,173
+610,697
+25% +$51.2M 1.08% 19
2017
Q3 		$200M Buy
2,401,476
+100,127
+4% +$8.37M 0.93% 19
2017
Q2 		$192M Buy
2,301,349
+61,774
+3% +$5.15M 0.97% 19
2017
Q1 		$185M Buy
2,239,575
+180,160
+9% +$14.9M 1.01% 19
2016
Q4 		$170M Buy
2,059,415
+95,438
+5% +$7.77M 1.04% 20
2016
Q3 		$170M Buy
1,963,977
+23,880
+1% +$2.13M 1.08% 21
2016
Q2 		$172M Buy
1,940,097
+2,819
+0.1% +$237K 1.25% 20
2016
Q1 		$162M Buy
1,937,278
+44,362
+2% +$3.45M 1.27% 21
2015
Q4 		$151M Buy
1,892,916
+574
+0% +$45.4K 1.24% 18
2015
Q3 		$143M Buy
1,892,342
+63,099
+3% +$4.85M 1.26% 18
2015
Q2 		$137M Sell
1,829,243
-2,619,739
-59% -$209M 1.24% 20
2015
Q1 		$375M Sell
4,448,982
-107,798
-2% -$9.15M 3.53% 9
2014
Q4 		$369M Buy
4,556,780
+688,626
+18% +$54M 3.84% 8
2014
Q3 		$278M Buy
3,868,154
+755,480
+24% +$57M 3.22% 9
2014
Q2 		$233M Buy
3,112,674
+75,716
+2% +$5.57M 3.02% 9
2014
Q1 		$214M Buy
3,036,958
+281,294
+10% +$19.3M 3.23% 8
2013
Q4 		$178M Buy
2,755,664
+400,952
+17% +$26.8M 3.04% 9
2013
Q3 		$156M Buy
2,354,712
+266,121
+13% +$18.1M 3.09% 8
2013
Q2 		$144M Buy
+2,088,591
New +$152M 3.34% 7

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's VNQ Position: Q1 2026 in Review

Creative Planning reduced its Vanguard Real Estate ETF (VNQ) stake by 2.4% in Q1 2026, selling an estimated $28.4M and leaving 12,560,585 shares worth $1.11B. The position accounts for 0.76% of the portfolio, ranked #30.

Creative Planning first reported a position in VNQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.23B in Q4 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Creative Planning held 12,560,585 shares of Vanguard Real Estate ETF worth $1.11B as of Q1 2026.
  • Creative Planning sold 309,984 Vanguard Real Estate ETF shares in Q1 2026, an estimated $28.4M.
  • Vanguard Real Estate ETF made up 0.76% of Creative Planning's portfolio in Q1 2026, its #30 holding.
  • Creative Planning first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Vanguard Real Estate ETF position peaked at $2.23B in Q4 2021.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.