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Five Pine Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Five Pine Wealth Management’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 		$1.71M Buy
19,334
+2,544
+15% +$233K 1.07% 20
2025
Q4 		$1.49M Buy
16,790
+3,640
+28% +$327K 0.95% 20
2025
Q3 		$1.2M Buy
13,150
+1,870
+17% +$170K 0.81% 20
2025
Q2 		$1.01M Buy
11,280
+946
+9% +$83.4K 0.75% 21
2025
Q1 		$936K Buy
10,334
+316
+3% +$28.7K 0.76% 22
2024
Q4 		$892K Buy
+10,018
New +$947K 0.75% 23

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Five Pine Wealth Management's VNQ Position: Q1 2026 in Review

Five Pine Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 15% in Q1 2026, buying an estimated $233K and bringing the position to 19,334 shares worth $1.71M. The position accounts for 1.07% of the portfolio, ranked #20.

Five Pine Wealth Management first reported a position in VNQ in Q4 2024 and has held it in 6 quarters since. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Five Pine Wealth Management held 19,334 shares of Vanguard Real Estate ETF worth $1.71M as of Q1 2026.
  • Five Pine Wealth Management bought 2,544 Vanguard Real Estate ETF shares in Q1 2026, an estimated $233K.
  • Vanguard Real Estate ETF made up 1.07% of Five Pine Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Five Pine Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Five Pine Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.