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Reality Financial Planning Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Reality Financial 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 		$943K Sell
9,781
-1,133
-10% -$108K 0.91% 15
2026
Q1 		$968K Sell
10,914
-652
-6% -$59.8K 0.93% 14
2025
Q4 		$1.02M Buy
+11,566
New +$1.04M 0.98% 14

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Reality Financial Planning Services's VNQ Position: Q2 2026 in Review

Reality Financial Planning Services reduced its Vanguard Real Estate ETF (VNQ) stake by 10% in Q2 2026, selling an estimated $108K and leaving 9,781 shares worth $943K. The position accounts for 0.91% of the portfolio, ranked #15.

Reality Financial Planning Services first reported a position in VNQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Reality Financial Planning Services held 9,781 shares of Vanguard Real Estate ETF worth $943K as of Q2 2026.
  • Reality Financial Planning Services sold 1,133 Vanguard Real Estate ETF shares in Q2 2026, an estimated $108K.
  • Vanguard Real Estate ETF made up 0.91% of Reality Financial Planning Services's portfolio in Q2 2026, its #15 holding.
  • Reality Financial Planning Services first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Reality Financial Planning Services's Vanguard Real Estate ETF position peaked at $1.02M in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Reality Financial Planning Services's 13F filing for Q2 2026, filed 17 Aug 2026.