XY Planning Network
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
Q3 		$351K Sell
3,914
-1,970
-33% -$191K 0.04% 292
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

Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Seven Post Investment Office
Seven Post Investment Office San Francisco, California $328M AUM 7.15% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

XY Planning Network's VNQ Position: Q3 2026 in Review

XY Planning Network reduced its Vanguard Real Estate ETF (VNQ) stake by 33% in Q3 2026, selling an estimated $191K and leaving 3,914 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #292.

XY Planning Network first reported a position in VNQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $567K in Q2 2026. 814 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • XY Planning Network held 3,914 shares of Vanguard Real Estate ETF worth $351K as of Q3 2026.
  • XY Planning Network sold 1,970 Vanguard Real Estate ETF shares in Q3 2026, an estimated $191K.
  • Vanguard Real Estate ETF made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #292 holding.
  • XY Planning Network first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's Vanguard Real Estate ETF position peaked at $567K in Q2 2026.
  • 814 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.