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VNQ icon

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

Wrenne 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
Q1 		$18.5M Buy
208,089
+8,357
+4% +$766K 7.24% 4
2025
Q4 		$17.7M Buy
199,732
+16,069
+9% +$1.44M 7.19% 4
2025
Q3 		$16.8M Buy
183,663
+15,706
+9% +$1.42M 7.18% 3
2025
Q2 		$15M Buy
167,957
+24,502
+17% +$2.16M 7% 3
2025
Q1 		$13M Buy
143,455
+12,743
+10% +$1.16M 6.9% 5
2024
Q4 		$11.6M Buy
130,712
+8,939
+7% +$845K 6.62% 4
2024
Q3 		$11.9M Buy
121,773
+7,002
+6% +$645K 7.07% 4
2024
Q2 		$9.61M Buy
114,771
+6,129
+6% +$506K 6.63% 5
2024
Q1 		$9.4M Buy
108,642
+18,826
+21% +$1.61M 6.95% 4
2023
Q4 		$7.94M Buy
+89,816
New +$7.12M 6.76% 4

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Wrenne Financial Planning's VNQ Position: Q1 2026 in Review

Wrenne Financial Planning increased its Vanguard Real Estate ETF (VNQ) stake by 4.2% in Q1 2026, buying an estimated $766K and bringing the position to 208,089 shares worth $18.5M. The position accounts for 7.24% of the portfolio, ranked #4.

Wrenne Financial Planning first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Wrenne Financial Planning held 208,089 shares of Vanguard Real Estate ETF worth $18.5M as of Q1 2026.
  • Wrenne Financial Planning bought 8,357 Vanguard Real Estate ETF shares in Q1 2026, an estimated $766K.
  • Vanguard Real Estate ETF made up 7.24% of Wrenne Financial Planning's portfolio in Q1 2026, its #4 holding.
  • Wrenne Financial Planning first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Wrenne Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.