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

SwitchPoint 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	$269K	Buy	2,792 +16	+0.6%	+$1.53K	0.16%	58
2026 Q1	$246K	Buy	2,776 +20	+0.7%	+$1.83K	0.17%	57
2025 Q4	$244K	Sell	2,756 -356	-11%	-$32K	0.17%	55
2025 Q3	$285K	Buy	3,112 +21	+0.7%	+$1.91K	0.21%	48
2025 Q2	$275K	Buy	3,091 +22	+0.7%	+$1.94K	0.23%	46
2025 Q1	$278K	Buy	3,069 +561	+22%	+$50.9K	0.26%	39
2024 Q4	$223K	Buy	+2,508	New	+$237K	0.21%	45

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

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

SwitchPoint Financial Planning increased its Vanguard Real Estate ETF (VNQ) stake by 0.58% in Q2 2026, buying an estimated $1.53K and bringing the position to 2,792 shares worth $269K. The position accounts for 0.16% of the portfolio, ranked #58.

SwitchPoint Financial Planning first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $285K in Q3 2025. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

SwitchPoint Financial Planning held 2,792 shares of Vanguard Real Estate ETF worth $269K as of Q2 2026.
SwitchPoint Financial Planning bought 16 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.53K.
Vanguard Real Estate ETF made up 0.16% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #58 holding.
SwitchPoint Financial Planning first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
SwitchPoint Financial Planning's Vanguard Real Estate ETF position peaked at $285K in Q3 2025.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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