Next Level Wealth Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Next Level Wealth 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	$11.3K	Buy	+126	New	+$12.2K	﹤0.01%	324

Other funds holding VNQ

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Vista Capital Partners Portland, Oregon $1.15B AUM 13.75% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

Next Level Wealth Planning's VNQ Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard Real Estate ETF (VNQ) in Q3 2026: 126 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #324 among its holdings.

1,102 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Next Level Wealth Planning held 126 shares of Vanguard Real Estate ETF worth $11.3K as of Q3 2026.
Vanguard Real Estate ETF was a new Next Level Wealth Planning position in Q3 2026.
Vanguard Real Estate ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #324 holding.
1,102 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.