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Dakota Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Dakota 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 		$2.05M Sell
21,215
-3,886
-15% -$371K 0.04% 306
2026
Q1 		$2.23M Sell
25,101
-269
-1% -$24.7K 0.05% 268
2025
Q4 		$2.24M Buy
25,370
+1,300
+5% +$117K 0.04% 273
2025
Q3 		$2.2M Buy
24,070
+1,611
+7% +$146K 0.04% 246
2025
Q2 		$2M Sell
22,459
-20,546
-48% -$1.81M 0.04% 267
2025
Q1 		$3.89M Sell
43,005
-873
-2% -$79.2K 0.09% 173
2024
Q4 		$3.91M Sell
43,878
-424
-1% -$40.1K 0.09% 180
2024
Q3 		$4.32M Sell
44,302
-1,278
-3% -$118K 0.1% 182
2024
Q2 		$3.82M Sell
45,580
-1,825
-4% -$151K 0.09% 197
2024
Q1 		$4.1M Sell
47,405
-2,444
-5% -$209K 0.1% 179
2023
Q4 		$4.4M Sell
49,849
-172
-0.3% -$13.6K 0.17% 136
2023
Q3 		$3.78M Buy
50,021
+46,244
+1,224% +$3.81M 0.17% 136
2023
Q2 		$316K Sell
3,777
-235
-6% -$19.3K 0.01% 473
2023
Q1 		$333K Buy
4,012
+939
+31% +$80.7K 0.02% 442
2022
Q4 		$253K Sell
3,073
-8,228
-73% -$682K 0.02% 485
2022
Q3 		$906K Sell
11,301
-1,908
-14% -$178K 0.07% 226
2022
Q2 		$1.2M Buy
13,209
+6,250
+90% +$623K 0.11% 170
2022
Q1 		$754K Buy
6,959
+999
+17% +$106K 0.06% 225
2021
Q4 		$691K Buy
5,960
+275
+5% +$30K 0.07% 210
2021
Q3 		$579K Sell
5,685
-39
-0.7% -$4.14K 0.07% 207
2021
Q2 		$583K Sell
5,724
-98
-2% -$9.72K 0.07% 205
2021
Q1 		$535K Sell
5,822
-3,171
-35% -$279K 0.07% 205
2020
Q4 		$764K Buy
8,993
+1,516
+20% +$126K 0.1% 171
2020
Q3 		$590K Sell
7,477
-243
-3% -$19.5K 0.09% 162
2020
Q2 		$606K Sell
7,720
-299
-4% -$22.7K 0.1% 152
2020
Q1 		$560K Buy
8,019
+200
+3% +$17.6K 0.12% 144
2019
Q4 		$726K Sell
7,819
-333
-4% -$30.8K 0.12% 161
2019
Q3 		$760K Sell
8,152
-131
-2% -$11.9K 0.13% 154
2019
Q2 		$724K Sell
8,283
-171
-2% -$15K 0.14% 143
2019
Q1 		$735K Sell
8,454
-1,009
-11% -$83.4K 0.15% 143
2018
Q4 		$763K Hold
9,463
– – 0.17% 109
2018
Q3 		$763K Sell
9,463
-770
-8% -$63.4K 0.17% 115
2018
Q2 		$834K Buy
10,233
+942
+10% +$73K 0.23% 87
2018
Q1 		$701K Sell
9,291
-8
-0.1% -$612 0.36% 44
2017
Q4 		$772K Buy
9,299
+649
+8% +$54.4K 0.41% 39
2017
Q3 		$719K Buy
8,650
+95
+1% +$7.94K 0.39% 40
2017
Q2 		$712K Sell
8,555
-704
-8% -$58.7K 0.39% 41
2017
Q1 		$765K Sell
9,259
-282
-3% -$23.4K 0.45% 39
2016
Q4 		$787K Sell
9,541
-291
-3% -$23.7K 0.51% 30
2016
Q3 		$853K Buy
9,832
+34
+0.3% +$3.03K 0.55% 30
2016
Q2 		$869K Sell
9,798
-205
-2% -$17.2K 0.58% 30
2016
Q1 		$838K Sell
10,003
-395
-4% -$30.7K 0.6% 29
2015
Q4 		$829K Hold
10,398
– – 0.56% 30
2015
Q3 		$785K Sell
10,398
-49
-0.5% -$3.76K 0.54% 30
2015
Q2 		$780K Sell
10,447
-275
-3% -$22K 0.47% 33
2015
Q1 		$904K Buy
10,722
+137
+1% +$11.6K 0.54% 31
2014
Q4 		$858K Buy
+10,585
New +$830K 0.54% 32

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Dakota Wealth Management's VNQ Position: Q2 2026 in Review

Dakota Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 15% in Q2 2026, selling an estimated $371K and leaving 21,215 shares worth $2.05M. The position accounts for 0.04% of the portfolio, ranked #306.

Dakota Wealth Management first reported a position in VNQ in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.4M in Q4 2023. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Dakota Wealth Management held 21,215 shares of Vanguard Real Estate ETF worth $2.05M as of Q2 2026.
  • Dakota Wealth Management sold 3,886 Vanguard Real Estate ETF shares in Q2 2026, an estimated $371K.
  • Vanguard Real Estate ETF made up 0.04% of Dakota Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Dakota Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 47 quarters since.
  • Dakota Wealth Management's Vanguard Real Estate ETF position peaked at $4.4M in Q4 2023.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.