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

Keystone 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 Q2	$477K	Hold	4,942	–	–	0.12%	33
2026 Q1	$438K	Hold	4,942	–	–	0.12%	34
2025 Q4	$437K	Hold	4,942	–	–	0.13%	36
2025 Q3	$452K	Hold	4,942	–	–	0.13%	39
2025 Q2	$440K	Hold	4,942	–	–	0.13%	40
2025 Q1	$447K	Hold	4,942	–	–	0.13%	42
2024 Q4	$440K	Hold	4,942	–	–	0.14%	42
2024 Q3	$481K	Hold	4,942	–	–	0.15%	41
2024 Q2	$414K	Hold	4,942	–	–	0.14%	43
2024 Q1	$427K	Hold	4,942	–	–	0.14%	42
2023 Q4	$437K	Hold	4,942	–	–	0.14%	41
2023 Q3	$374K	Hold	4,942	–	–	0.13%	41
2023 Q2	$413K	Hold	4,942	–	–	0.14%	40
2023 Q1	$410K	Hold	4,942	–	–	0.14%	41
2022 Q4	$408K	Hold	4,942	–	–	0.14%	41
2022 Q3	$396K	Hold	4,942	–	–	0.15%	42
2022 Q2	$450K	Hold	4,942	–	–	0.16%	41
2022 Q1	$536K	Sell	4,942 -895	-15%	-$94.7K	0.18%	40
2021 Q4	$677K	Hold	5,837	–	–	0.23%	38
2021 Q3	$594K	Hold	5,837	–	–	0.22%	35
2021 Q2	$594K	Hold	5,837	–	–	0.22%	35
2021 Q1	$536K	Hold	5,837	–	–	0.2%	35
2020 Q4	$496K	Hold	5,837	–	–	0.21%	36
2020 Q3	$461K	Hold	5,837	–	–	0.22%	34
2020 Q2	$458K	Hold	5,837	–	–	0.23%	40
2020 Q1	$408K	Hold	5,837	–	–	0.23%	37
2019 Q4	$542K	Hold	5,837	–	–	0.24%	41
2019 Q3	$544K	Hold	5,837	–	–	0.26%	43
2019 Q2	$510K	Hold	5,837	–	–	0.25%	43
2019 Q1	$507K	Hold	5,837	–	–	0.25%	42
2018 Q4	$435K	Hold	5,837	–	–	0.24%	43
2018 Q3	$471K	Hold	5,837	–	–	0.24%	41
2018 Q2	$475K	Hold	5,837	–	–	0.26%	41
2018 Q1	$441K	Hold	5,837	–	–	0.25%	44
2017 Q4	$484K	Hold	5,837	–	–	0.26%	42
2017 Q3	$485K	Hold	5,837	–	–	0.28%	39
2017 Q2	$486K	Hold	5,837	–	–	0.29%	41
2017 Q1	$482K	Hold	5,837	–	–	0.3%	40
2016 Q4	$482K	Hold	5,837	–	–	0.32%	39
2016 Q3	$506K	Hold	5,837	–	–	0.33%	38
2016 Q2	$518K	Hold	5,837	–	–	0.35%	38
2016 Q1	$489K	Hold	5,837	–	–	0.35%	39
2015 Q4	$465K	Hold	5,837	–	–	0.35%	38
2015 Q3	$441K	Hold	5,837	–	–	0.36%	37
2015 Q2	$436K	Sell	5,837 -82	-1%	-$6.55K	0.33%	36
2015 Q1	$499K	Sell	5,919 -899	-13%	-$76.3K	0.38%	36
2014 Q4	$552K	Sell	6,818 -107	-2%	-$8.39K	0.41%	37
2014 Q3	$498K	Hold	6,925	–	–	0.38%	39
2014 Q2	$518K	Hold	6,925	–	–	0.39%	38
2014 Q1	$489K	Hold	6,925	–	–	0.38%	42
2013 Q4	$447K	Buy	+6,925	New	+$463K	0.36%	46

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Keystone Financial Planning's VNQ Position: Q2 2026 in Review

Keystone Financial Planning held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 4,942 shares worth $477K. The position accounts for 0.12% of the portfolio, ranked #33.

Keystone Financial Planning first reported a position in VNQ in Q4 2013 and has held it in 51 quarters since. The position peaked at $677K in Q4 2021. 345 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Keystone Financial Planning held 4,942 shares of Vanguard Real Estate ETF worth $477K as of Q2 2026.
Keystone Financial Planning left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.12% of Keystone Financial Planning's portfolio in Q2 2026, its #33 holding.
Keystone Financial Planning first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 51 quarters since.
Keystone Financial Planning's Vanguard Real Estate ETF position peaked at $677K in Q4 2021.
345 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.