DecisionPoint Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

DecisionPoint Financial’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	$23.9M	Buy	269,715 +9,424	+4%	+$864K	5.16%	7
2025 Q4	$23M	Buy	260,291 +25,743	+11%	+$2.31M	5.07%	7
2025 Q3	$21.5M	Buy	234,548 +26,354	+13%	+$2.39M	5.01%	7
2025 Q2	$18.7M	Buy	208,194 +7,767	+4%	+$685K	4.77%	8
2025 Q1	$18.1M	Buy	200,427 +11,992	+6%	+$1.09M	5.27%	8
2024 Q4	$16.8M	Buy	188,435 +7,994	+4%	+$755K	5.13%	8
2024 Q3	$17.6M	Buy	180,441 +1,254	+0.7%	+$115K	5.56%	8
2024 Q2	$16.2M	Buy	179,187 +13,532	+8%	+$1.12M	5.43%	8
2024 Q1	$13.3M	Buy	165,655 +3,572	+2%	+$305K	5.29%	7
2023 Q4	$14.3M	Buy	162,083 +15,924	+11%	+$1.26M	6.14%	6
2023 Q3	$11.1M	Buy	146,159 +8,019	+6%	+$661K	5.78%	6
2023 Q2	$11.5M	Buy	138,140 +14,230	+11%	+$1.17M	6.01%	6
2023 Q1	$10.3M	Buy	123,910 +10,857	+10%	+$933K	5.95%	6
2022 Q4	$9.32M	Buy	+113,053	New	+$9.37M	5.67%	6

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

DecisionPoint Financial's VNQ Position: Q1 2026 in Review

DecisionPoint Financial increased its Vanguard Real Estate ETF (VNQ) stake by 3.6% in Q1 2026, buying an estimated $864K and bringing the position to 269,715 shares worth $23.9M. The position accounts for 5.16% of the portfolio, ranked #7.

DecisionPoint Financial first reported a position in VNQ in Q4 2022 and has held it in 14 quarters since. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

DecisionPoint Financial held 269,715 shares of Vanguard Real Estate ETF worth $23.9M as of Q1 2026.
DecisionPoint Financial bought 9,424 Vanguard Real Estate ETF shares in Q1 2026, an estimated $864K.
Vanguard Real Estate ETF made up 5.16% of DecisionPoint Financial's portfolio in Q1 2026, its #7 holding.
DecisionPoint Financial first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.