Financial Life Planners’s Vanguard Real Estate ETF VNQ Stock Holding History

Financial Life Planners’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	$408K	Buy	4,235 +2	+0%	+$191	0.26%	41
2026 Q1	$376K	Buy	4,233 +44	+1%	+$4.04K	0.29%	36
2025 Q4	$371K	Sell	4,189 -277	-6%	-$24.9K	0.27%	44
2025 Q3	$408K	Sell	4,466 -268	-6%	-$24.3K	0.27%	39
2025 Q2	$422K	Sell	4,734 -1,037	-18%	-$91.5K	0.34%	34
2025 Q1	$523K	Sell	5,771 -602	-9%	-$54.6K	0.51%	23
2024 Q4	$568K	Buy	+6,373	New	+$602K	0.48%	24

Other funds holding VNQ

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

SPIO

Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Life Planners's VNQ Position: Q2 2026 in Review

Financial Life Planners increased its Vanguard Real Estate ETF (VNQ) stake by 0.05% in Q2 2026, buying an estimated $191 and bringing the position to 4,235 shares worth $408K. The position accounts for 0.26% of the portfolio, ranked #41.

Financial Life Planners first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $568K in Q4 2024. 882 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Financial Life Planners held 4,235 shares of Vanguard Real Estate ETF worth $408K as of Q2 2026.
Financial Life Planners bought 2 Vanguard Real Estate ETF shares in Q2 2026, an estimated $191.
Vanguard Real Estate ETF made up 0.26% of Financial Life Planners's portfolio in Q2 2026, its #41 holding.
Financial Life Planners first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's Vanguard Real Estate ETF position peaked at $568K in Q4 2024.
882 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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