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Barnes Dennig Private Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Barnes Dennig Private Wealth Management’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 		$35.2K Hold
365
– – 0.03% 178
2026
Q1 		$32.4K Hold
365
– – 0.03% 178
2025
Q4 		$32.3K Hold
365
– – 0.03% 170
2025
Q3 		$33.4K Hold
365
– – 0.04% 160
2025
Q2 		$32.5K Buy
+365
New +$32.2K 0.04% 144

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

Barnes Dennig Private Wealth Management's VNQ Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 365 shares worth $35.2K. The position accounts for 0.03% of the portfolio, ranked #178.

Barnes Dennig Private Wealth Management first reported a position in VNQ in Q2 2025 and has held it in 5 quarters since. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 365 shares of Vanguard Real Estate ETF worth $35.2K as of Q2 2026.
  • Barnes Dennig Private Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.03% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • 635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.