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

United Financial Planning Group’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 		$6.86M Buy
71,064
+2,211
+3% +$211K 3.48% 7
2026
Q1 		$6.11M Buy
68,853
+6,846
+11% +$628K 3.61% 7
2025
Q4 		$5.49M Buy
62,007
+2,862
+5% +$257K 3.33% 7
2025
Q3 		$5.41M Buy
+59,145
New +$5.36M 3.4% 7

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

United Financial Planning Group's VNQ Position: Q2 2026 in Review

United Financial Planning Group increased its Vanguard Real Estate ETF (VNQ) stake by 3.2% in Q2 2026, buying an estimated $211K and bringing the position to 71,064 shares worth $6.86M. The position accounts for 3.48% of the portfolio, ranked #7.

United Financial Planning Group first reported a position in VNQ in Q3 2025 and has held it in 4 quarters since. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • United Financial Planning Group held 71,064 shares of Vanguard Real Estate ETF worth $6.86M as of Q2 2026.
  • United Financial Planning Group bought 2,211 Vanguard Real Estate ETF shares in Q2 2026, an estimated $211K.
  • Vanguard Real Estate ETF made up 3.48% of United Financial Planning Group's portfolio in Q2 2026, its #7 holding.
  • United Financial Planning Group first reported a position in Vanguard Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.