Pinnacle Wealth Planning Services
VNQ icon

Pinnacle Wealth Planning Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Pinnacle Wealth Planning Services’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 		$168K Hold
1,876
– – 0.02% 573
2026
Q2 		$181K Sell
1,876
-150
-7% -$14.3K 0.02% 566
2026
Q1 		$180K Buy
2,026
+150
+8% +$13.8K 0.02% 517
2025
Q4 		$166K Buy
+1,876
New +$169K 0.02% 541
2021
Q1 		– Sell
-674
Closed -$57K – 1894
2020
Q4 		$57K Buy
+674
New +$55.9K 0.01% 731

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's VNQ Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2026 at 1,876 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #573.

Pinnacle Wealth Planning Services first reported a position in VNQ in Q4 2020 and has held it in 5 quarters since. The position peaked at $181K in Q2 2026. 1,250 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,876 shares of Vanguard Real Estate ETF worth $168K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Vanguard Real Estate ETF share count unchanged in Q3 2026.
  • Vanguard Real Estate ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #573 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Vanguard Real Estate ETF position peaked at $181K in Q2 2026.
  • 1,250 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.