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Planning Strategies Inc.’s Vanguard Real Estate ETF VNQ Stock Holding History

Planning Strategies Inc.’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 		$10.3K Buy
+107
New +$10.2K 0.01% 317

Other funds holding VNQ

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Planning Strategies Inc.'s VNQ Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 107 shares worth $10.3K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings.

787 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Planning Strategies Inc. held 107 shares of Vanguard Real Estate ETF worth $10.3K as of Q2 2026.
  • Vanguard Real Estate ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Vanguard Real Estate ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #317 holding.
  • 787 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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