Frisco Financial Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Frisco 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 Q3	$3.43M	Buy	38,289 +205	+0.5%	+$19.9K	2.67%	13
2026 Q2	$3.67M	Sell	38,084 -241	-0.6%	-$23K	2.77%	13
2026 Q1	$3.4M	Sell	38,325 -176	-0.5%	-$16.1K	2.8%	13
2025 Q4	$3.41M	Sell	38,501 -253	-0.7%	-$22.7K	2.85%	13
2025 Q3	$3.54M	Buy	38,754 +1,603	+4%	+$145K	3.02%	12
2025 Q2	$3.31M	Buy	37,151 +332	+0.9%	+$29.3K	3.01%	10
2025 Q1	$3.33M	Buy	36,819 +2,051	+6%	+$186K	3.23%	10
2024 Q4	$3.1M	Buy	+34,768	New	+$3.29M	3.06%	10

Other funds holding VNQ

PSU

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Frisco Financial Planning's VNQ Position: Q3 2026 in Review

Frisco Financial Planning increased its Vanguard Real Estate ETF (VNQ) stake by 0.54% in Q3 2026, buying an estimated $19.9K and bringing the position to 38,289 shares worth $3.43M. The position accounts for 2.67% of the portfolio, ranked #13.

Frisco Financial Planning first reported a position in VNQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.67M in Q2 2026. 29 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Frisco Financial Planning held 38,289 shares of Vanguard Real Estate ETF worth $3.43M as of Q3 2026.
Frisco Financial Planning bought 205 Vanguard Real Estate ETF shares in Q3 2026, an estimated $19.9K.
Vanguard Real Estate ETF made up 2.67% of Frisco Financial Planning's portfolio in Q3 2026, its #13 holding.
Frisco Financial Planning first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
Frisco Financial Planning's Vanguard Real Estate ETF position peaked at $3.67M in Q2 2026.
29 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.