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Plante Moran Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Plante Moran Financial Advisors’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 		$36.6K Sell
380
-365
-49% -$34.9K ﹤0.01% 393
2026
Q1 		$66.1K Buy
745
+570
+326% +$52.3K ﹤0.01% 282
2025
Q4 		$15.5K Hold
175
– – ﹤0.01% 494
2025
Q3 		$16K Sell
175
-78
-31% -$7.08K ﹤0.01% 495
2025
Q2 		$22.5K Hold
253
– – ﹤0.01% 459
2025
Q1 		$22.9K Sell
253
-212
-46% -$19.2K ﹤0.01% 467
2024
Q4 		$41.4K Buy
465
+256
+122% +$24.2K ﹤0.01% 380
2024
Q3 		$20.4K Buy
209
+8
+4% +$737 ﹤0.01% 524
2024
Q2 		$16.8K Sell
201
-295
-59% -$24.4K ﹤0.01% 500
2024
Q1 		$42.9K Buy
496
+434
+700% +$37.1K ﹤0.01% 380
2023
Q4 		$5.48K Sell
62
-5
-7% -$396 ﹤0.01% 640
2023
Q3 		$5.07K Sell
67
-15
-18% -$1.24K ﹤0.01% 604
2023
Q2 		$6.85K Buy
82
+42
+105% +$3.44K ﹤0.01% 596
2023
Q1 		$3.29K Sell
40
-1,182
-97% -$102K ﹤0.01% 674
2022
Q4 		$101K Buy
1,222
+934
+324% +$77.4K 0.01% 228
2022
Q3 		$23K Hold
288
– – ﹤0.01% 434
2022
Q2 		$26K Buy
288
+133
+86% +$13.3K ﹤0.01% 419
2022
Q1 		$17K Sell
155
-150
-49% -$15.9K ﹤0.01% 528
2021
Q4 		$35K Sell
305
-37
-11% -$4.04K 0.01% 431
2021
Q3 		$35K Buy
342
+305
+824% +$32.3K 0.01% 450
2021
Q2 		$4K Sell
37
-31
-46% -$3.07K ﹤0.01% 831
2021
Q1 		$6K Buy
68
+31
+84% +$2.72K ﹤0.01% 757
2020
Q4 		$3K Sell
37
-11
-23% -$912 ﹤0.01% 757
2020
Q3 		$4K Buy
48
+11
+30% +$883 ﹤0.01% 732
2020
Q2 		$3K Sell
37
-216
-85% -$16.4K ﹤0.01% 646
2020
Q1 		$18K Buy
253
+216
+584% +$19K 0.01% 406
2019
Q4 		$3K Sell
37
-1,500
-98% -$139K ﹤0.01% 670
2019
Q3 		$143K Buy
1,537
+1,500
+4,054% +$136K 0.04% 201
2019
Q2 		$3K Hold
37
– – ﹤0.01% 708
2019
Q1 		$3K Sell
37
-291
-89% -$24K ﹤0.01% 696
2018
Q4 		$24K Buy
328
+291
+786% +$22.9K 0.01% 410
2018
Q3 		$3K Buy
+37
New +$3.05K ﹤0.01% 664
2018
Q2 		– Sell
-155
Closed -$12K – 978
2018
Q1 		$12K Buy
+155
New +$11.9K 0.01% 581
2017
Q4 		– Sell
-5
Closed – – 917
2017
Q3 		$0 Hold
5
– – ﹤0.01% 865
2017
Q2 		$0 Sell
5
-770
-99% -$64.2K ﹤0.01% 908
2017
Q1 		$64K Buy
775
+81
+12% +$6.72K 0.04% 276
2016
Q4 		$57K Sell
694
-563
-45% -$45.9K 0.04% 306
2016
Q3 		$109K Hold
1,257
– – 0.07% 194
2016
Q2 		$111K Sell
1,257
-2
-0.2% -$168 0.08% 171
2016
Q1 		$106K Sell
1,259
-467
-27% -$36.4K 0.08% 169
2015
Q4 		$138K Buy
1,726
+1,156
+203% +$91.5K 0.1% 147
2015
Q3 		$43K Sell
570
-903
-61% -$69.4K 0.03% 280
2015
Q2 		$110K Hold
1,473
– – 0.08% 179
2015
Q1 		$124K Buy
1,473
+70
+5% +$5.94K 0.09% 163
2014
Q4 		$114K Sell
1,403
-439
-24% -$34.4K 0.08% 172
2014
Q3 		$132K Buy
1,842
+463
+34% +$34.9K 0.12% 141
2014
Q2 		$103K Buy
1,379
+155
+13% +$11.4K 0.09% 150
2014
Q1 		$86K Buy
1,224
+622
+103% +$42.6K 0.09% 125
2013
Q4 		$39K Hold
602
– – 0.02% 270
2013
Q3 		$40K Sell
602
-1,103
-65% -$75K 0.02% 214
2013
Q2 		$117K Buy
+1,705
New +$124K 0.09% 89

Other funds holding VNQ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Plante Moran Financial Advisors's VNQ Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 49% in Q2 2026, selling an estimated $34.9K and leaving 380 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Plante Moran Financial Advisors first reported a position in VNQ in Q2 2013 and has held it in 51 quarters since. The position peaked at $143K in Q3 2019. 1,220 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Plante Moran Financial Advisors held 380 shares of Vanguard Real Estate ETF worth $36.6K as of Q2 2026.
  • Plante Moran Financial Advisors sold 365 Vanguard Real Estate ETF shares in Q2 2026, an estimated $34.9K.
  • Vanguard Real Estate ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #393 holding.
  • Plante Moran Financial Advisors first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 51 quarters since.
  • Plante Moran Financial Advisors's Vanguard Real Estate ETF position peaked at $143K in Q3 2019.
  • 1,220 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.