PIFP
VNQ icon

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

Partners in 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 		$15.6M Buy
161,235
+3,713
+2% +$355K 2.36% 11
2026
Q1 		$14M Buy
157,522
+1,786
+1% +$164K 2.32% 11
2025
Q4 		$13.8M Buy
155,736
+348
+0.2% +$31.3K 2.33% 11
2025
Q3 		$14.2M Buy
155,388
+2,057
+1% +$187K 2.46% 11
2025
Q2 		$13.7M Buy
153,331
+2,268
+2% +$200K 2.52% 11
2025
Q1 		$13.7M Buy
151,063
+3,274
+2% +$297K 2.75% 10
2024
Q4 		$13.2M Sell
147,789
-5,975
-4% -$565K 2.69% 10
2024
Q3 		$15M Buy
153,764
+665
+0.4% +$61.2K 3.02% 9
2024
Q2 		$12.8M Buy
153,099
+1,544
+1% +$127K 2.79% 9
2024
Q1 		$13.1M Buy
151,555
+1,000
+0.7% +$85.4K 2.92% 9
2023
Q4 		$13.3M Buy
150,555
+4,280
+3% +$339K 3.12% 9
2023
Q3 		$11.1M Buy
146,275
+6,380
+5% +$526K 2.85% 10
2023
Q2 		$11.7M Sell
139,895
-1,926
-1% -$158K 2.98% 9
2023
Q1 		$11.8M Buy
141,821
+1,792
+1% +$154K 3.1% 9
2022
Q4 		$11.6M Buy
140,029
+1,609
+1% +$133K 3.2% 9
2022
Q3 		$11.8M Buy
138,420
+20,183
+17% +$1.89M 3.38% 9
2022
Q2 		$11.3M Buy
118,237
+2,338
+2% +$233K 3.6% 9
2022
Q1 		$12.7M Buy
115,899
+1,600
+1% +$169K 4% 7
2021
Q4 		$11.8M Buy
114,299
+3,357
+3% +$367K 3.61% 9
2021
Q3 		$11.3M Sell
110,942
-377
-0.3% -$40K 3.52% 8
2021
Q2 		$11.3M Buy
+111,319
New +$11M 3.55% 10

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 $171B AUM 24.68% 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 $29.3B AUM 38.15% 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 $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Partners in Financial Planning increased its Vanguard Real Estate ETF (VNQ) stake by 2.4% in Q2 2026, buying an estimated $355K and bringing the position to 161,235 shares worth $15.6M. The position accounts for 2.36% of the portfolio, ranked #11.

Partners in Financial Planning first reported a position in VNQ in Q2 2021 and has held it in 21 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Partners in Financial Planning held 161,235 shares of Vanguard Real Estate ETF worth $15.6M as of Q2 2026.
  • Partners in Financial Planning bought 3,713 Vanguard Real Estate ETF shares in Q2 2026, an estimated $355K.
  • Vanguard Real Estate ETF made up 2.36% of Partners in Financial Planning's portfolio in Q2 2026, its #11 holding.
  • Partners in Financial Planning first reported a position in Vanguard Real Estate ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.