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 Q3	$28.6M	Buy	320,824 +27,673	+9%	+$2.68M	4.99%	6
2026 Q2	$28.4M	Buy	293,151 +23,436	+9%	+$2.24M	5.26%	6
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

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Seven Post Investment Office San Francisco, California $328M AUM 7.15% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

DecisionPoint Financial's VNQ Position: Q3 2026 in Review

DecisionPoint Financial increased its Vanguard Real Estate ETF (VNQ) stake by 9.4% in Q3 2026, buying an estimated $2.68M and bringing the position to 320,824 shares worth $28.6M. The position accounts for 4.99% of the portfolio, ranked #6.

DecisionPoint Financial first reported a position in VNQ in Q4 2022 and has held it in 16 quarters since. 678 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

DecisionPoint Financial held 320,824 shares of Vanguard Real Estate ETF worth $28.6M as of Q3 2026.
DecisionPoint Financial bought 27,673 Vanguard Real Estate ETF shares in Q3 2026, an estimated $2.68M.
Vanguard Real Estate ETF made up 4.99% of DecisionPoint Financial's portfolio in Q3 2026, its #6 holding.
DecisionPoint Financial first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 16 quarters since.
678 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.