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VNQ icon

PDS Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

PDS 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 		$6.37M Sell
66,024
-196
-0.3% -$18.7K 0.37% 45
2026
Q1 		$5.87M Buy
66,220
+1,900
+3% +$174K 0.39% 42
2025
Q4 		$5.69M Buy
64,320
+2,691
+4% +$242K 0.38% 43
2025
Q3 		$5.63M Sell
61,629
-558
-0.9% -$50.6K 0.39% 43
2025
Q2 		$5.54M Sell
62,187
-2,156
-3% -$190K 0.41% 41
2025
Q1 		$5.83M Buy
64,343
+4,063
+7% +$369K 0.49% 35
2024
Q4 		$5.37M Buy
60,280
+1,594
+3% +$151K 0.48% 38
2024
Q3 		$5.72M Buy
58,686
+8
+0% +$737 0.51% 33
2024
Q2 		$4.91M Buy
58,678
+1,487
+3% +$123K 0.5% 38
2024
Q1 		$4.95M Buy
57,191
+721
+1% +$61.6K 0.52% 34
2023
Q4 		$4.99M Sell
56,470
-11,216
-17% -$889K 0.57% 32
2023
Q3 		$5.12M Buy
67,686
+5,404
+9% +$446K 0.66% 31
2023
Q2 		$5.2M Sell
62,282
-467
-0.7% -$38.3K 0.67% 31
2023
Q1 		$5.21M Buy
62,749
+1,996
+3% +$171K 0.72% 29
2022
Q4 		$5.01M Buy
60,753
+15,686
+35% +$1.3M 0.8% 29
2022
Q3 		$3.61M Sell
45,067
-1,372
-3% -$128K 0.66% 30
2022
Q2 		$4.23M Buy
46,439
+6,540
+16% +$652K 0.77% 29
2022
Q1 		$4.32M Buy
39,899
+2,178
+6% +$230K 0.76% 27
2021
Q4 		$4.38M Buy
37,721
+656
+2% +$71.6K 0.84% 24
2021
Q3 		$3.77M Buy
37,065
+345
+0.9% +$36.6K 0.87% 29
2021
Q2 		$3.74M Buy
36,720
+205
+0.6% +$20.3K 0.91% 30
2021
Q1 		$3.35M Buy
36,515
+283
+0.8% +$24.9K 0.97% 28
2020
Q4 		$3.08M Buy
36,232
+516
+1% +$42.8K 1.06% 30
2020
Q3 		$2.82M Buy
35,716
+6,137
+21% +$493K 1.15% 27
2020
Q2 		$2.32M Buy
+29,579
New +$2.24M 1.05% 31

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

PDS Planning's VNQ Position: Q2 2026 in Review

PDS Planning reduced its Vanguard Real Estate ETF (VNQ) stake by 0.3% in Q2 2026, selling an estimated $18.7K and leaving 66,024 shares worth $6.37M. The position accounts for 0.37% of the portfolio, ranked #45.

PDS Planning first reported a position in VNQ in Q2 2020 and has held it in 25 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • PDS Planning held 66,024 shares of Vanguard Real Estate ETF worth $6.37M as of Q2 2026.
  • PDS Planning sold 196 Vanguard Real Estate ETF shares in Q2 2026, an estimated $18.7K.
  • Vanguard Real Estate ETF made up 0.37% of PDS Planning's portfolio in Q2 2026, its #45 holding.
  • PDS Planning first reported a position in Vanguard Real Estate ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.