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

Waller 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 		$1.68M Sell
17,388
-6,081
-26% -$581K 0.35% 29
2026
Q1 		$2.08M Sell
23,469
-17,153
-42% -$1.57M 0.46% 26
2025
Q4 		$3.59M Sell
40,622
-4,752
-10% -$427K 0.8% 21
2025
Q3 		$4.15M Buy
45,374
+348
+0.8% +$31.6K 0.95% 24
2025
Q2 		$4.01M Buy
45,026
+2,856
+7% +$252K 0.97% 24
2025
Q1 		$3.82M Sell
42,170
-2,220
-5% -$201K 1.07% 21
2024
Q4 		$3.95M Sell
44,390
-1,715
-4% -$162K 1% 24
2024
Q3 		$4.49M Sell
46,105
-195
-0.4% -$18K 1.11% 25
2024
Q2 		$3.88M Sell
46,300
-2,283
-5% -$189K 1.04% 25
2024
Q1 		$4.2M Sell
48,583
-3,087
-6% -$264K 1.12% 25
2023
Q4 		$4.57M Sell
51,670
-1,171
-2% -$92.8K 1.2% 21
2023
Q3 		$4M Sell
52,841
-834
-2% -$68.8K 1.16% 21
2023
Q2 		$4.49M Buy
53,675
+1,010
+2% +$82.7K 1.24% 19
2023
Q1 		$4.37M Sell
52,665
-2,492
-5% -$214K 1.24% 19
2022
Q4 		$4.55M Buy
55,157
+15,156
+38% +$1.26M 1.32% 22
2022
Q3 		$3.21M Buy
40,001
+9,717
+32% +$909K 0.98% 24
2022
Q2 		$2.76M Buy
30,284
+28,299
+1,426% +$2.82M 0.81% 26
2022
Q1 		$215K Buy
+1,985
New +$210K 0.06% 50

Other funds holding VNQ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Waller Financial Planning Group reduced its Vanguard Real Estate ETF (VNQ) stake by 26% in Q2 2026, selling an estimated $581K and leaving 17,388 shares worth $1.68M. The position accounts for 0.35% of the portfolio, ranked #29.

Waller Financial Planning Group first reported a position in VNQ in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.57M in Q4 2023. 1,220 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Waller Financial Planning Group held 17,388 shares of Vanguard Real Estate ETF worth $1.68M as of Q2 2026.
  • Waller Financial Planning Group sold 6,081 Vanguard Real Estate ETF shares in Q2 2026, an estimated $581K.
  • Vanguard Real Estate ETF made up 0.35% of Waller Financial Planning Group's portfolio in Q2 2026, its #29 holding.
  • Waller Financial Planning Group first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 18 quarters since.
  • Waller Financial Planning Group's Vanguard Real Estate ETF position peaked at $4.57M in Q4 2023.
  • 1,220 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.