BPI
VNQ icon

BFC Planning, Inc.’s Vanguard Real Estate ETF VNQ Stock Holding History

BFC Planning, Inc.’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 		$3.93M Sell
40,778
-8,578
-17% -$820K 0.16% 140
2026
Q1 		$4.38M Buy
49,356
+337
+0.7% +$30.9K 0.2% 101
2025
Q4 		$4.34M Buy
49,019
+3,107
+7% +$279K 0.19% 104
2025
Q3 		$4.2M Buy
45,912
+2,412
+6% +$219K 0.3% 60
2025
Q2 		$3.87M Buy
43,500
+676
+2% +$59.6K 0.3% 64
2025
Q1 		$3.88M Buy
42,824
+411
+1% +$37.3K 0.34% 59
2024
Q4 		$3.78M Buy
+42,413
New +$4.01M 0.31% 65

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

BFC Planning, Inc.'s VNQ Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Vanguard Real Estate ETF (VNQ) stake by 17% in Q2 2026, selling an estimated $820K and leaving 40,778 shares worth $3.93M. The position accounts for 0.16% of the portfolio, ranked #140.

BFC Planning, Inc. first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.38M in Q1 2026. 1,817 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • BFC Planning, Inc. held 40,778 shares of Vanguard Real Estate ETF worth $3.93M as of Q2 2026.
  • BFC Planning, Inc. sold 8,578 Vanguard Real Estate ETF shares in Q2 2026, an estimated $820K.
  • Vanguard Real Estate ETF made up 0.16% of BFC Planning, Inc.'s portfolio in Q2 2026, its #140 holding.
  • BFC Planning, Inc. first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Vanguard Real Estate ETF position peaked at $4.38M in Q1 2026.
  • 1,817 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.