Peak Retirement Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Peak Retirement 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	$6.9M	Buy	71,525 +17,844	+33%	+$1.71M	1.09%	19
2026 Q1	$4.76M	Buy	53,681 +6,208	+13%	+$569K	0.95%	20
2025 Q4	$4.2M	Buy	47,473 +17,690	+59%	+$1.59M	0.98%	21
2025 Q3	$2.72M	Sell	29,783 -13,103	-31%	-$1.19M	0.77%	23
2025 Q2	$3.82M	Sell	42,886 -19,446	-31%	-$1.72M	1.54%	15
2025 Q1	$5.64M	Buy	62,332 +9,203	+17%	+$835K	3.13%	8
2024 Q4	$4.73M	Buy	+53,129	New	+$5.02M	3.2%	7

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Peak Retirement Planning's VNQ Position: Q2 2026 in Review

Peak Retirement Planning increased its Vanguard Real Estate ETF (VNQ) stake by 33% in Q2 2026, buying an estimated $1.71M and bringing the position to 71,525 shares worth $6.9M. The position accounts for 1.09% of the portfolio, ranked #19.

Peak Retirement Planning first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Peak Retirement Planning held 71,525 shares of Vanguard Real Estate ETF worth $6.9M as of Q2 2026.
Peak Retirement Planning bought 17,844 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.71M.
Vanguard Real Estate ETF made up 1.09% of Peak Retirement Planning's portfolio in Q2 2026, its #19 holding.
Peak Retirement Planning first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.