Planning Project LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

Planning Project LLC’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
2025 Q4	$194K	Buy	+2,198	New	+$198K	0.05%	35

Other funds holding VNQ

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

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Planning Project LLC's VNQ Position: Q4 2025 in Review

Planning Project LLC opened a new position in Vanguard Real Estate ETF (VNQ) in Q4 2025: 2,198 shares worth $194K. The stake represents 0.05% of the portfolio and ranks #35 among its holdings.

1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

Planning Project LLC held 2,198 shares of Vanguard Real Estate ETF worth $194K as of Q4 2025.
Vanguard Real Estate ETF was a new Planning Project LLC position in Q4 2025.
Vanguard Real Estate ETF made up 0.05% of Planning Project LLC's portfolio in Q4 2025, its #35 holding.
1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.