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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
Q2 		$21.1M Buy
219,084
+10,995
+5% +$1.05M 7.13% 4
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 $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

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

Wrenne Financial Planning increased its Vanguard Real Estate ETF (VNQ) stake by 5.3% in Q2 2026, buying an estimated $1.05M and bringing the position to 219,084 shares worth $21.1M. The position accounts for 7.13% of the portfolio, ranked #4.

Wrenne Financial Planning first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. 1,804 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Wrenne Financial Planning held 219,084 shares of Vanguard Real Estate ETF worth $21.1M as of Q2 2026.
  • Wrenne Financial Planning bought 10,995 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.05M.
  • Vanguard Real Estate ETF made up 7.13% of Wrenne Financial Planning's portfolio in Q2 2026, its #4 holding.
  • Wrenne Financial Planning first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,804 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.