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Total Wealth Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Total Wealth 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
2025
Q4 		$396K Sell
4,479
-62,831
-93% -$5.65M 0.85% 28
2025
Q3 		$6.15M Sell
67,310
-243
-0.4% -$22K 0.71% 29
2025
Q2 		$6.02M Sell
67,553
-1,156
-2% -$102K 0.76% 26
2025
Q1 		$6.22M Sell
68,709
-367
-0.5% -$33.3K 0.95% 22
2024
Q4 		$6.15M Sell
69,076
-1,427
-2% -$135K 0.96% 22
2024
Q3 		$6.87M Sell
70,503
-3,506
-5% -$323K 1.07% 22
2024
Q2 		$6.6M Sell
74,009
-767
-1% -$63.3K 1.08% 22
2024
Q1 		$6.47M Sell
74,776
-572
-0.8% -$48.9K 1.11% 22
2023
Q4 		$6.66M Buy
75,348
+3,458
+5% +$274K 1.21% 21
2023
Q3 		$5.44M Sell
71,890
-1,457
-2% -$120K 1.11% 22
2023
Q2 		$6.13M Buy
73,347
+573
+0.8% +$46.9K 1.28% 20
2023
Q1 		$6.04M Buy
72,774
+1,963
+3% +$169K 1.33% 19
2022
Q4 		$5.84M Buy
70,811
+2,623
+4% +$217K 1.45% 19
2022
Q3 		$5.47M Sell
68,188
-11,317
-14% -$1.06M 1.55% 18
2022
Q2 		$7.24M Buy
79,505
+388
+0.5% +$38.7K 2.1% 12
2022
Q1 		$8.57M Buy
79,117
+46,873
+145% +$4.96M 2.32% 10
2021
Q4 		$2.8M Buy
32,244
+786
+2% +$85.8K 1.73% 15
2021
Q3 		$3.2M Sell
31,458
-1,566
-5% -$166K 1.16% 16
2021
Q2 		$3.36M Sell
33,024
-2,856
-8% -$283K 1.32% 15
2021
Q1 		$3.3M Buy
35,880
+1,601
+5% +$141K 1.4% 15
2020
Q4 		$2.91M Buy
34,279
+181
+0.5% +$15K 1.35% 15
2020
Q3 		$2.69M Sell
34,098
-1,391
-4% -$112K 1.4% 15
2020
Q2 		$2.79M Buy
35,489
+3,665
+12% +$278K 1.54% 15
2020
Q1 		$2.22M Buy
31,824
+582
+2% +$51.1K 1.45% 15
2019
Q4 		$2.9M Buy
31,242
+1,001
+3% +$92.7K 1.55% 14
2019
Q3 		$2.82M Sell
30,241
-132
-0.4% -$12K 1.6% 14
2019
Q2 		$2.65M Sell
30,373
-1,871
-6% -$164K 1.57% 16
2019
Q1 		$2.8M Sell
32,244
-2,488
-7% -$206K 1.73% 15
2018
Q4 		$2.59M Buy
+34,732
New +$2.74M 1.79% 13

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Total Wealth Planning's VNQ Position: Q4 2025 in Review

Total Wealth Planning reduced its Vanguard Real Estate ETF (VNQ) stake by 93% in Q4 2025, selling an estimated $5.65M and leaving 4,479 shares worth $396K. The position accounts for 0.85% of the portfolio, ranked #28.

Total Wealth Planning first reported a position in VNQ in Q4 2018 and has held it in 29 quarters since. The position peaked at $8.57M in Q1 2022. 1,753 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

  • Total Wealth Planning held 4,479 shares of Vanguard Real Estate ETF worth $396K as of Q4 2025.
  • Total Wealth Planning sold 62,831 Vanguard Real Estate ETF shares in Q4 2025, an estimated $5.65M.
  • Vanguard Real Estate ETF made up 0.85% of Total Wealth Planning's portfolio in Q4 2025, its #28 holding.
  • Total Wealth Planning first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 29 quarters since.
  • Total Wealth Planning's Vanguard Real Estate ETF position peaked at $8.57M in Q1 2022.
  • 1,753 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.