XPN
VNQ icon

XY Planning Network’s Vanguard Real Estate ETF VNQ Stock Holding History

XY Planning Network’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 		$567K Buy
5,884
+1,566
+36% +$150K 0.07% 194
2026
Q1 		$384K Buy
4,318
+1,725
+67% +$158K 0.06% 207
2025
Q4 		$229K Buy
+2,593
New +$233K 0.04% 237

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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

XY Planning Network's VNQ Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Real Estate ETF (VNQ) stake by 36% in Q2 2026, buying an estimated $150K and bringing the position to 5,884 shares worth $567K. The position accounts for 0.07% of the portfolio, ranked #194.

XY Planning Network first reported a position in VNQ in Q4 2025 and has held it in 3 quarters since. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • XY Planning Network held 5,884 shares of Vanguard Real Estate ETF worth $567K as of Q2 2026.
  • XY Planning Network bought 1,566 Vanguard Real Estate ETF shares in Q2 2026, an estimated $150K.
  • Vanguard Real Estate ETF made up 0.07% of XY Planning Network's portfolio in Q2 2026, its #194 holding.
  • XY Planning Network first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.