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 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

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

Pinnacle Wealth Planning Services's VNQ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Vanguard Real Estate ETF (VNQ) stake by 7.4% in Q2 2026, selling an estimated $14.3K and leaving 1,876 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #566.

Pinnacle Wealth Planning Services first reported a position in VNQ in Q4 2020 and has held it in 4 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Pinnacle Wealth Planning Services held 1,876 shares of Vanguard Real Estate ETF worth $181K as of Q2 2026.
Pinnacle Wealth Planning Services sold 150 Vanguard Real Estate ETF shares in Q2 2026, an estimated $14.3K.
Vanguard Real Estate ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #566 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 4 quarters since.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.