Life Planning Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Life Planning Partners’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	$311K	Buy	3,226 +1	+0%	+$96	0.23%	57
2026 Q1	$286K	Buy	3,225 +2	+0.1%	+$183	0.22%	59
2025 Q4	$285K	Buy	3,223 +1	+0%	+$90	0.22%	58
2025 Q3	$295K	Sell	3,222 -436	-12%	-$39.5K	0.22%	57
2025 Q2	$326K	Buy	3,658 +339	+10%	+$29.9K	0.26%	52
2025 Q1	$301K	Buy	3,319 +45	+1%	+$4.08K	0.27%	48
2024 Q4	$292K	Buy	3,274 +3	+0.1%	+$283	0.27%	46
2024 Q3	$319K	Buy	3,271 +34	+1%	+$3.13K	0.28%	46
2024 Q2	$271K	Buy	3,237 +30	+0.9%	+$2.48K	0.25%	53
2024 Q1	$277K	Buy	3,207 +819	+34%	+$70K	0.28%	54
2023 Q4	$211K	Buy	+2,388	New	+$189K	0.21%	58
2022 Q3	$234K	Buy	2,921 +348	+14%	+$32.5K	0.27%	46
2022 Q2	$234K	Buy	2,573 +21	+0.8%	+$2.09K	0.26%	45
2022 Q1	$277K	Hold	2,552	–	–	0.28%	43
2021 Q4	$297K	Buy	+2,552	New	+$279K	0.3%	41

Other funds holding VNQ

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Life Planning Partners's VNQ Position: Q2 2026 in Review

Life Planning Partners increased its Vanguard Real Estate ETF (VNQ) stake by 0.03% in Q2 2026, buying an estimated $96 and bringing the position to 3,226 shares worth $311K. The position accounts for 0.23% of the portfolio, ranked #57.

Life Planning Partners first reported a position in VNQ in Q4 2021 and has held it in 15 quarters since. The position peaked at $326K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Life Planning Partners held 3,226 shares of Vanguard Real Estate ETF worth $311K as of Q2 2026.
Life Planning Partners bought 1 Vanguard Real Estate ETF share in Q2 2026, an estimated $96.
Vanguard Real Estate ETF made up 0.23% of Life Planning Partners's portfolio in Q2 2026, its #57 holding.
Life Planning Partners first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 15 quarters since.
Life Planning Partners's Vanguard Real Estate ETF position peaked at $326K in Q2 2025.
1,063 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.