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

Sterling Financial 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 		$3.01M Sell
31,228
-688
-2% -$65.8K 0.82% 33
2026
Q1 		$2.83M Buy
31,916
+585
+2% +$53.6K 0.84% 33
2025
Q4 		$2.77M Buy
31,331
+339
+1% +$30.5K 0.84% 32
2025
Q3 		$2.83M Sell
30,992
-1,304
-4% -$118K 0.89% 32
2025
Q2 		$2.88M Sell
32,296
-6
-0% -$529 0.96% 31
2025
Q1 		$2.92M Sell
32,302
-891
-3% -$80.9K 1.06% 28
2024
Q4 		$2.96M Buy
33,193
+1,522
+5% +$144K 1.09% 30
2024
Q3 		$3.09M Sell
31,671
-176
-0.6% -$16.2K 1.14% 27
2024
Q2 		$2.67M Sell
31,847
-1,524
-5% -$126K 1.08% 28
2024
Q1 		$2.89M Sell
33,371
-709
-2% -$60.6K 1.17% 26
2023
Q4 		$3.01M Buy
34,080
+998
+3% +$79.1K 1.3% 25
2023
Q3 		$2.5M Sell
33,082
-1,500
-4% -$124K 1.28% 24
2023
Q2 		$2.89M Buy
34,582
+428
+1% +$35.1K 1.43% 22
2023
Q1 		$2.84M Sell
34,154
-186
-0.5% -$16K 1.54% 18
2022
Q4 		$2.83M Sell
34,340
-869
-2% -$72.1K 1.69% 17
2022
Q3 		$2.82M Buy
35,209
+1,671
+5% +$156K 1.98% 15
2022
Q2 		$3.06M Buy
33,538
+467
+1% +$46.5K 2.15% 15
2022
Q1 		$3.58M Buy
33,071
+581
+2% +$61.5K 2.26% 14
2021
Q4 		$3.77M Buy
32,490
+794
+3% +$86.7K 2.36% 14
2021
Q3 		$3.23M Buy
31,696
+1,139
+4% +$121K 2.05% 14
2021
Q2 		$3.11M Buy
30,557
+1,707
+6% +$169K 2.02% 14
2021
Q1 		$2.65M Buy
28,850
+3,366
+13% +$296K 1.89% 15
2020
Q4 		$2.16M Buy
+25,484
New +$2.11M 1.74% 16

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

Sterling Financial Planning's VNQ Position: Q2 2026 in Review

Sterling Financial Planning reduced its Vanguard Real Estate ETF (VNQ) stake by 2.2% in Q2 2026, selling an estimated $65.8K and leaving 31,228 shares worth $3.01M. The position accounts for 0.82% of the portfolio, ranked #33.

Sterling Financial Planning first reported a position in VNQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.77M in Q4 2021. 1,807 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Sterling Financial Planning held 31,228 shares of Vanguard Real Estate ETF worth $3.01M as of Q2 2026.
  • Sterling Financial Planning sold 688 Vanguard Real Estate ETF shares in Q2 2026, an estimated $65.8K.
  • Vanguard Real Estate ETF made up 0.82% of Sterling Financial Planning's portfolio in Q2 2026, its #33 holding.
  • Sterling Financial Planning first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • Sterling Financial Planning's Vanguard Real Estate ETF position peaked at $3.77M in Q4 2021.
  • 1,807 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.