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VNQVNQ
31 quarters

Position history for Creative PlanningCreative Planning's holdings in VANGUARD REAL ESTATE ETF ETF

Creative Planning holds 12.2M shares of VNQ (VANGUARD REAL ESTATE ETF ETF), worth $1.2B as of 2026-Q2. The position was decreased (-2.9% shares). VNQ represents 0.7% of Creative Planning's portfolio.

Current Value

$1.2B

Current Shares

12.2M

Total Value Change

+$654.8M

Total Shares Change

+5.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
12.2M
-2.9%
$1.2B0.7%$96.43
0
2026-Q1
Decreased
12.6M
-2.4%
$1.1B0.8%$87.93
0
2025-Q4
Decreased
12.9M
-2.9%
$1.1B0.8%$86.79
0
2025-Q3
Decreased
13.3M
-3.0%
$1.2B0.9%$88.85
0
2025-Q2
Decreased
13.7M
-3.8%
$1.2B1.0%$85.74
0
2025-Q1
Decreased
14.2M
-4.6%
$1.3B1.2%$86.32
0
2024-Q4
Decreased
14.9M
-7.8%
$1.3B1.3%$84.06
0
2024-Q3
Decreased
16.2M
-7.2%
$1.6B1.6%$91.05
0
2024-Q2
Decreased
17.4M
-2.4%
$1.5B1.6%$79.15
0
2024-Q1
Decreased
17.8M
-2.9%
$1.5B1.7%$80.72
0
2023-Q4
Decreased
18.4M
-4.5%
$1.6B3.0%$81.77
0
2023-Q3
Decreased
19.2M
-3.0%
$1.5B1.9%$69.17
0
2023-Q2
Decreased
19.8M
-1.1%
$1.7B2.2%$74.20
0
2023-Q1
Decreased
20M
-3.8%
$1.7B2.4%$72.91
0
2022-Q4
Decreased
20.8M
-0.7%
$1.7B2.6%$73.11
0
2022-Q3
Increased
21M
+0.9%
$1.7B2.9%$68.72
55
2022-Q2
Increased
20.8M
+3.6%
$1.9B3.1%$77.27
61
2022-Q1
Increased
20.1M
+4.2%
$2.2B3.4%$91.32
61
2021-Q4
Increased
19.3M
+6.8%
$2.2B3.6%$97.23
63
2021-Q3
Increased
18M
+7.2%
$1.8B3.3%$84.51
63
2021-Q2
Increased
16.8M
+5.9%
$1.7B3.0%$83.99
62
2021-Q1
Increased
15.9M
+12.0%
$1.5B2.9%$75.26
61
2020-Q4
Increased
14.2M
+13.6%
$1.2B2.7%$69.18
62
2020-Q3
Increased
12.5M
+7.6%
$986.2M2.6%$63.30
59
2020-Q2
Increased
11.6M
+13.2%
$911.3M2.6%$62.47
62
2020-Q1
Increased
10.3M
+2.6%
$716.3M2.5%$55.02
56
2019-Q4
Increased
10M
+6.5%
$927.1M2.8%$73.42
58
2019-Q3
Increased
9.4M
+7.9%
$875M2.8%$73.40
59
2019-Q2
Increased
8.7M
+11.5%
$760M2.6%$68.36
61
2019-Q1
Increased
7.8M
+11.5%
$677.6M2.4%$67.33
60
2018-Q4
New
7M
-
$521.4M2.1%$57.21
81

Other major holders of VNQ: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Empower Advisory Group, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, JPMORGAN CHASE & CO

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