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

Strategic 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 		$373K Buy
+3,866
New +$369K 0.19% 34
2026
Q1 		– Sell
-4,315
Closed -$382K – 60
2025
Q4 		$382K Buy
4,315
+1
+0% +$90 0.22% 33
2025
Q3 		$394K Sell
4,314
-24
-0.6% -$2.18K 0.23% 32
2025
Q2 		$386K Sell
4,338
-13
-0.3% -$1.15K 0.24% 32
2025
Q1 		$394K Buy
4,351
+1
+0% +$91 0.27% 30
2024
Q4 		$387K Buy
4,350
+4
+0.1% +$378 0.26% 30
2024
Q3 		$423K Sell
4,346
-919
-17% -$84.6K 0.28% 30
2024
Q2 		$441K Hold
5,265
– – 0.32% 29
2024
Q1 		$455K Hold
5,265
– – 0.34% 29
2023
Q4 		$465K Sell
5,265
-8,582
-62% -$680K 0.36% 29
2023
Q3 		$1.05M Sell
13,847
-113
-0.8% -$9.32K 0.96% 21
2023
Q2 		$1.17M Buy
13,960
+6
+0% +$492 1.03% 21
2023
Q1 		$1.16M Sell
13,954
-837
-6% -$71.9K 1.06% 22
2022
Q4 		$1.22M Buy
14,791
+6,532
+79% +$542K 1.18% 22
2022
Q3 		$662K Buy
8,259
+9
+0.1% +$842 0.69% 25
2022
Q2 		$752K Sell
8,250
-190
-2% -$18.9K 0.72% 23
2022
Q1 		$915K Sell
8,440
-993
-11% -$105K 0.76% 24
2021
Q4 		$1.09M Buy
9,433
+241
+3% +$26.3K 0.79% 22
2021
Q3 		$936K Hold
9,192
– – 0.69% 22
2021
Q2 		$936K Sell
9,192
-1,400
-13% -$139K 0.68% 22
2021
Q1 		$973K Buy
10,592
+525
+5% +$46.1K 0.73% 22
2020
Q4 		$855K Buy
10,067
+57
+0.6% +$4.73K 0.75% 22
2020
Q3 		$790K Buy
10,010
+23
+0.2% +$1.85K 0.82% 22
2020
Q2 		$784K Buy
+9,987
New +$757K 0.87% 21

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

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

Strategic Financial Planning opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 3,866 shares worth $373K. The stake represents 0.19% of the portfolio and ranks #34 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in VNQ as recently as Q4 2025.

Strategic Financial Planning first reported a position in VNQ in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.22M in Q4 2022. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Strategic Financial Planning held 3,866 shares of Vanguard Real Estate ETF worth $373K as of Q2 2026.
  • Vanguard Real Estate ETF was a new Strategic Financial Planning position in Q2 2026.
  • Vanguard Real Estate ETF made up 0.19% of Strategic Financial Planning's portfolio in Q2 2026, its #34 holding.
  • Strategic Financial Planning first reported a position in Vanguard Real Estate ETF in Q2 2020 and has held it in 24 quarters since.
  • Strategic Financial Planning's Vanguard Real Estate ETF position peaked at $1.22M in Q4 2022.
  • 1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.