Fee-Only Financial Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Fee-Only 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	$300K	Sell	3,386 -200	-6%	-$18.3K	0.18%	34
2025 Q4	$317K	Hold	3,586	–	–	0.19%	32
2025 Q3	$328K	Hold	3,586	–	–	0.19%	32
2025 Q2	$319K	Hold	3,586	–	–	0.2%	32
2025 Q1	$325K	Hold	3,586	–	–	0.22%	31
2024 Q4	$319K	Sell	3,586 -400	-10%	-$37.8K	0.21%	31
2024 Q3	$388K	Hold	3,986	–	–	0.25%	30
2024 Q2	$334K	Hold	3,986	–	–	0.22%	31
2024 Q1	$345K	Hold	3,986	–	–	0.23%	33
2023 Q4	$352K	Sell	3,986 -350	-8%	-$27.7K	0.25%	29
2023 Q3	$328K	Hold	4,336	–	–	0.26%	30
2023 Q2	$362K	Hold	4,336	–	–	0.28%	30
2023 Q1	$360K	Buy	4,336 +3	+0.1%	+$258	0.29%	28
2022 Q4	$357K	Buy	+4,333	New	+$359K	0.3%	30

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fee-Only Financial Planning's VNQ Position: Q1 2026 in Review

Fee-Only Financial Planning reduced its Vanguard Real Estate ETF (VNQ) stake by 5.6% in Q1 2026, selling an estimated $18.3K and leaving 3,386 shares worth $300K. The position accounts for 0.18% of the portfolio, ranked #34.

Fee-Only Financial Planning first reported a position in VNQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $388K in Q3 2024. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Fee-Only Financial Planning held 3,386 shares of Vanguard Real Estate ETF worth $300K as of Q1 2026.
Fee-Only Financial Planning sold 200 Vanguard Real Estate ETF shares in Q1 2026, an estimated $18.3K.
Vanguard Real Estate ETF made up 0.18% of Fee-Only Financial Planning's portfolio in Q1 2026, its #34 holding.
Fee-Only Financial Planning first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
Fee-Only Financial Planning's Vanguard Real Estate ETF position peaked at $388K in Q3 2024.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.