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DBK Financial Counsel’s Vanguard Real Estate ETF VNQ Stock Holding History

DBK Financial Counsel’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 		$1.11M Sell
11,559
-1,624
-12% -$155K 0.94% 29
2026
Q1 		$1.17M Buy
13,183
+693
+6% +$63.5K 0.89% 32
2025
Q4 		$1.11M Buy
12,490
+485
+4% +$43.6K 0.85% 32
2025
Q3 		$1.1M Buy
12,005
+405
+3% +$36.7K 0.92% 29
2025
Q2 		$1.03M Sell
11,600
-2,634
-19% -$232K 0.93% 29
2025
Q1 		$1.29M Buy
14,234
+74
+0.5% +$6.72K 1.29% 24
2024
Q4 		$1.26M Sell
14,160
-778
-5% -$73.5K 1.27% 23
2024
Q3 		$1.46M Sell
14,938
-1,439
-9% -$132K 1.47% 21
2024
Q2 		$1.37M Sell
16,377
-510
-3% -$42.1K 1.49% 20
2024
Q1 		$1.46M Sell
16,887
-1,749
-9% -$149K 1.53% 19
2023
Q4 		$1.65M Sell
18,636
-222,682
-92% -$17.6M 1.89% 18
2023
Q3 		$1.84M Buy
241,318
+206,818
+599% +$17.1M 2.42% 12
2023
Q2 		$2.88M Sell
34,500
-35
-0.1% -$2.87K 3.88% 9
2023
Q1 		$2.87M Buy
34,535
+13,817
+67% +$1.19M 3.98% 9
2022
Q4 		$1.71M Sell
20,718
-7,911
-28% -$656K 2.73% 13
2022
Q3 		$2.29M Buy
28,629
+3,682
+15% +$344K 3.97% 11
2022
Q2 		$2.27M Sell
24,947
-6,234
-20% -$621K 3.69% 11
2022
Q1 		$3.38M Buy
31,181
+7,581
+32% +$802K 4.99% 9
2021
Q4 		$2.74M Buy
+23,600
New +$2.58M 3.9% 11

Other funds holding VNQ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
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

DBK Financial Counsel's VNQ Position: Q2 2026 in Review

DBK Financial Counsel reduced its Vanguard Real Estate ETF (VNQ) stake by 12% in Q2 2026, selling an estimated $155K and leaving 11,559 shares worth $1.11M. The position accounts for 0.94% of the portfolio, ranked #29.

DBK Financial Counsel first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.38M in Q1 2022. 1,236 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • DBK Financial Counsel held 11,559 shares of Vanguard Real Estate ETF worth $1.11M as of Q2 2026.
  • DBK Financial Counsel sold 1,624 Vanguard Real Estate ETF shares in Q2 2026, an estimated $155K.
  • Vanguard Real Estate ETF made up 0.94% of DBK Financial Counsel's portfolio in Q2 2026, its #29 holding.
  • DBK Financial Counsel first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • DBK Financial Counsel's Vanguard Real Estate ETF position peaked at $3.38M in Q1 2022.
  • 1,236 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.