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Retirement Planning Company of New England’s Vanguard Real Estate ETF VNQ Stock Holding History

Retirement Planning Company of New England’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 		$2.22M Sell
23,051
-373
-2% -$35.6K 0.8% 31
2026
Q1 		$2.08M Buy
23,424
+163
+0.7% +$14.9K 0.85% 27
2025
Q4 		$2.06M Sell
23,261
-246
-1% -$22.1K 0.83% 29
2025
Q3 		$2.15M Buy
23,507
+25
+0.1% +$2.27K 0.86% 25
2025
Q2 		$2.09M Sell
23,482
-42
-0.2% -$3.7K 0.93% 26
2025
Q1 		$2.13M Sell
23,524
-49
-0.2% -$4.45K 1.06% 22
2024
Q4 		$2.1M Buy
23,573
+86
+0.4% +$8.13K 1.02% 22
2024
Q3 		$2.29M Sell
23,487
-257
-1% -$23.7K 1.14% 18
2024
Q2 		$1.99M Buy
23,744
+1,138
+5% +$94K 1.08% 24
2024
Q1 		$1.95M Sell
22,606
-265
-1% -$22.6K 1.07% 21
2023
Q4 		$2.02M Buy
22,871
+649
+3% +$51.4K 0.91% 26
2023
Q3 		$1.68M Sell
22,222
-3,148
-12% -$260K 0.94% 27
2023
Q2 		$2.12M Buy
25,370
+50
+0.2% +$4.1K 1.22% 15
2023
Q1 		$2.1M Sell
25,320
-538
-2% -$46.2K 1.28% 12
2022
Q4 		$2.13M Buy
25,858
+256
+1% +$21.2K 1.39% 11
2022
Q3 		$2.05M Buy
25,602
+191
+0.8% +$17.9K 1.48% 10
2022
Q2 		$2.31M Sell
25,411
-215
-0.8% -$21.4K 1.58% 9
2022
Q1 		$2.78M Buy
25,626
+492
+2% +$52.1K 1.57% 9
2021
Q4 		$2.92M Buy
+25,134
New +$2.75M 1.42% 8

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retirement Planning Company of New England's VNQ Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Vanguard Real Estate ETF (VNQ) stake by 1.6% in Q2 2026, selling an estimated $35.6K and leaving 23,051 shares worth $2.22M. The position accounts for 0.8% of the portfolio, ranked #31.

Retirement Planning Company of New England first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.92M in Q4 2021. 1,461 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Retirement Planning Company of New England held 23,051 shares of Vanguard Real Estate ETF worth $2.22M as of Q2 2026.
  • Retirement Planning Company of New England sold 373 Vanguard Real Estate ETF shares in Q2 2026, an estimated $35.6K.
  • Vanguard Real Estate ETF made up 0.8% of Retirement Planning Company of New England's portfolio in Q2 2026, its #31 holding.
  • Retirement Planning Company of New England first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Vanguard Real Estate ETF position peaked at $2.92M in Q4 2021.
  • 1,461 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.