Daymark Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Daymark Wealth Partners’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	$2.44M	Buy	+25,279	New	+$2.42M	0.06%	221
2025 Q1	–	Sell	-7,852	Closed	-$699K	–	528
2024 Q4	$699K	Sell	7,852 -379	-5%	-$35.8K	0.03%	282
2024 Q3	$802K	Buy	8,231 +48	+0.6%	+$4.42K	0.03%	274
2024 Q2	$685K	Buy	8,183 +1,626	+25%	+$134K	0.03%	289
2024 Q1	$567K	Sell	6,557 -526	-7%	-$44.9K	0.03%	255
2023 Q4	$626K	Buy	7,083 +136	+2%	+$10.8K	0.04%	231
2023 Q3	$526K	Buy	+6,947	New	+$573K	0.04%	234

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Daymark Wealth Partners's VNQ Position: Q2 2026 in Review

Daymark Wealth Partners opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 25,279 shares worth $2.44M. The stake represents 0.06% of the portfolio and ranks #221 among its holdings. This is a return to the name: Daymark Wealth Partners previously reported a position in VNQ as recently as Q4 2024.

Daymark Wealth Partners first reported a position in VNQ in Q3 2023 and has held it in 7 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Daymark Wealth Partners held 25,279 shares of Vanguard Real Estate ETF worth $2.44M as of Q2 2026.
Vanguard Real Estate ETF was a new Daymark Wealth Partners position in Q2 2026.
Vanguard Real Estate ETF made up 0.06% of Daymark Wealth Partners's portfolio in Q2 2026, its #221 holding.
Daymark Wealth Partners first reported a position in Vanguard Real Estate ETF in Q3 2023 and has held it in 7 quarters since.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.