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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
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Pinnacle Wealth Planning Services's VNQ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Vanguard Real Estate ETF (VNQ) stake by 8% in Q1 2026, buying an estimated $13.8K and bringing the position to 2,026 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #517.

Pinnacle Wealth Planning Services first reported a position in VNQ in Q4 2020 and has held it in 3 quarters since. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,026 shares of Vanguard Real Estate ETF worth $180K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 150 Vanguard Real Estate ETF shares in Q1 2026, an estimated $13.8K.
  • Vanguard Real Estate ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #517 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.