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 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

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

Prosperity Planning's VNQ Position: Q2 2026 in Review

Prosperity Planning held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 3,304 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #97.

Prosperity Planning first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $351K in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Prosperity Planning held 3,304 shares of Vanguard Real Estate ETF worth $319K as of Q2 2026.
Prosperity Planning left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.07% of Prosperity Planning's portfolio in Q2 2026, its #97 holding.
Prosperity Planning first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Prosperity Planning's Vanguard Real Estate ETF position peaked at $351K in Q3 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.