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VNQ icon

Prosperity Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Prosperity Planning’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 		$296K Hold
3,304
– – 0.07% 102
2026
Q2 		$319K Hold
3,304
– – 0.07% 97
2026
Q1 		$293K Hold
3,304
– – 0.07% 98
2025
Q4 		$292K Hold
3,304
– – 0.08% 97
2025
Q3 		$302K Sell
3,304
-55
-2% -$4.99K 0.08% 98
2025
Q2 		$299K Sell
3,359
-249
-7% -$22K 0.09% 98
2025
Q1 		$327K Hold
3,608
– – 0.1% 84
2024
Q4 		$321K Hold
3,608
– – 0.1% 85
2024
Q3 		$351K Sell
3,608
-11
-0.3% -$1.01K 0.11% 82
2024
Q2 		$303K Sell
3,619
-4
-0.1% -$330 0.1% 87
2024
Q1 		$313K Buy
3,623
+105
+3% +$8.97K 0.11% 80
2023
Q4 		$311K Buy
+3,518
New +$279K 0.12% 78

Other funds holding VNQ

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Prosperity Planning's VNQ Position: Q3 2026 in Review

Prosperity Planning held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2026 at 3,304 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #102.

Prosperity Planning first reported a position in VNQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $351K in Q3 2024. 110 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Prosperity Planning held 3,304 shares of Vanguard Real Estate ETF worth $296K as of Q3 2026.
  • Prosperity Planning left its Vanguard Real Estate ETF share count unchanged in Q3 2026.
  • Vanguard Real Estate ETF made up 0.07% of Prosperity Planning's portfolio in Q3 2026, its #102 holding.
  • Prosperity Planning first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
  • Prosperity Planning's Vanguard Real Estate ETF position peaked at $351K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.