Retirement Financial Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History

Retirement Financial Solutions’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	$1.47M	Sell	15,263 -1,288	-8%	-$123K	0.36%	28
2026 Q1	$1.47M	Sell	16,551 -389	-2%	-$35.7K	0.42%	28
2025 Q4	$1.5M	Buy	16,940 +4,007	+31%	+$360K	0.44%	26
2025 Q3	$1.18M	Sell	12,933 -78	-0.6%	-$7.08K	0.37%	27
2025 Q2	$1.16M	Sell	13,011 -1,583	-11%	-$140K	0.41%	26
2025 Q1	$1.32M	Buy	14,594 +4,048	+38%	+$367K	0.51%	25
2024 Q4	$939K	Sell	10,546 -5,836	-36%	-$551K	0.51%	21
2024 Q3	$1.6M	Sell	16,382 -451	-3%	-$41.5K	0.7%	19
2024 Q2	$1.41M	Buy	16,833 +2,772	+20%	+$229K	0.66%	19
2024 Q1	$1.22M	Sell	14,061 -2,901	-17%	-$248K	0.63%	19
2023 Q4	$1.5M	Buy	16,962 +5,320	+46%	+$422K	0.85%	19
2023 Q3	$881K	Buy	+11,642	New	+$960K	0.59%	20
2023 Q1	–	Sell	-342	Closed	-$28.2K	–	249
2022 Q4	$28.2K	Buy	+342	New	+$28.4K	0.02%	71

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

Retirement Financial Solutions's VNQ Position: Q2 2026 in Review

Retirement Financial Solutions reduced its Vanguard Real Estate ETF (VNQ) stake by 7.8% in Q2 2026, selling an estimated $123K and leaving 15,263 shares worth $1.47M. The position accounts for 0.36% of the portfolio, ranked #28.

Retirement Financial Solutions first reported a position in VNQ in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.6M in Q3 2024. 1,806 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Retirement Financial Solutions held 15,263 shares of Vanguard Real Estate ETF worth $1.47M as of Q2 2026.
Retirement Financial Solutions sold 1,288 Vanguard Real Estate ETF shares in Q2 2026, an estimated $123K.
Vanguard Real Estate ETF made up 0.36% of Retirement Financial Solutions's portfolio in Q2 2026, its #28 holding.
Retirement Financial Solutions first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 13 quarters since.
Retirement Financial Solutions's Vanguard Real Estate ETF position peaked at $1.6M in Q3 2024.
1,806 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.