DBRC
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D.B. Root & Company’s Vanguard Real Estate ETF VNQ Stock Holding History

D.B. Root & Company’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
Q1 		$277K Buy
3,121
+638
+26% +$58.5K 0.07% 160
2025
Q4 		$220K Buy
+2,483
New +$223K 0.05% 182
2025
Q2 		– Sell
-3,481
Closed -$315K – 200
2025
Q1 		$315K Buy
+3,481
New +$316K 0.1% 129
2024
Q4 		– Sell
-2,356
Closed -$230K – 196
2024
Q3 		$230K Buy
+2,356
New +$217K 0.08% 163
2020
Q2 		– Sell
-3,046
Closed -$212K – 204
2020
Q1 		$212K Buy
3,046
+287
+10% +$25.2K 0.11% 173
2019
Q4 		$256K Buy
2,759
+376
+16% +$34.8K 0.11% 172
2019
Q3 		$222K Sell
2,383
-52
-2% -$4.72K 0.1% 181
2019
Q2 		$212K Sell
2,435
-311
-11% -$27.2K 0.09% 188
2019
Q1 		$239K Sell
2,746
-1,461
-35% -$121K 0.1% 187
2018
Q4 		$314K Sell
4,207
-377
-8% -$29.7K 0.16% 152
2018
Q3 		$370K Buy
4,584
+558
+14% +$46K 0.16% 152
2018
Q2 		$328K Buy
4,026
+717
+22% +$55.6K 0.15% 161
2018
Q1 		$250K Sell
3,309
-1,233
-27% -$94.4K 0.13% 170
2017
Q4 		$377K Buy
+4,542
New +$381K 0.32% 77

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

D.B. Root & Company's VNQ Position: Q1 2026 in Review

D.B. Root & Company increased its Vanguard Real Estate ETF (VNQ) stake by 26% in Q1 2026, buying an estimated $58.5K and bringing the position to 3,121 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #160.

D.B. Root & Company first reported a position in VNQ in Q4 2017 and has held it in 14 quarters since. The position peaked at $377K in Q4 2017. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • D.B. Root & Company held 3,121 shares of Vanguard Real Estate ETF worth $277K as of Q1 2026.
  • D.B. Root & Company bought 638 Vanguard Real Estate ETF shares in Q1 2026, an estimated $58.5K.
  • Vanguard Real Estate ETF made up 0.07% of D.B. Root & Company's portfolio in Q1 2026, its #160 holding.
  • D.B. Root & Company first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 14 quarters since.
  • D.B. Root & Company's Vanguard Real Estate ETF position peaked at $377K in Q4 2017.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.