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

Destination 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 Q1	$3.01M	Buy	33,930 +3,519	+12%	+$323K	0.08%	110
2025 Q4	$2.69M	Buy	30,411 +520	+2%	+$46.7K	0.07%	113
2025 Q3	$2.73M	Buy	29,891 +1,018	+4%	+$92.3K	0.08%	108
2025 Q2	$2.57M	Buy	28,873 +3,188	+12%	+$281K	0.08%	111
2025 Q1	$2.33M	Sell	25,685 -225	-0.9%	-$20.4K	0.07%	109
2024 Q4	$2.31M	Buy	25,910 +1,043	+4%	+$98.5K	0.07%	107
2024 Q3	$2.42M	Buy	24,867 +130	+0.5%	+$12K	0.08%	104
2024 Q2	$2.07M	Sell	24,737 -335	-1%	-$27.7K	0.07%	103
2024 Q1	$2.17M	Buy	25,072 +1,136	+5%	+$97.1K	0.07%	105
2023 Q4	$2.11M	Sell	23,936 -2,810	-11%	-$223K	0.07%	105
2023 Q3	$2.02M	Sell	26,746 -2,187	-8%	-$180K	0.08%	101
2023 Q2	$2.42M	Buy	28,933 +3,062	+12%	+$251K	0.09%	100
2023 Q1	$2.15M	Buy	25,871 +528	+2%	+$45.4K	0.08%	104
2022 Q4	$2.09M	Sell	25,343 -4,471	-15%	-$371K	0.08%	103
2022 Q3	$2.39M	Buy	29,814 +2,062	+7%	+$193K	0.1%	101
2022 Q2	$2.53M	Sell	27,752 -153	-0.5%	-$15.3K	0.1%	102
2022 Q1	$3.02M	Sell	27,905 -343	-1%	-$36.3K	0.11%	96
2021 Q4	$3.28M	Buy	28,248 +664	+2%	+$72.5K	0.12%	95
2021 Q3	$2.81M	Sell	27,584 -1,282	-4%	-$136K	0.11%	95
2021 Q2	$2.94M	Buy	28,866 +1,826	+7%	+$181K	0.11%	93
2021 Q1	$2.48M	Buy	27,040 +1,198	+5%	+$105K	0.1%	93
2020 Q4	$2.19M	Sell	25,842 -935	-3%	-$77.5K	0.1%	91
2020 Q3	$2.11M	Buy	26,777 +924	+4%	+$74.2K	0.11%	83
2020 Q2	$2.03M	Buy	25,853 +1,058	+4%	+$80.2K	0.11%	82
2020 Q1	$1.73M	Sell	24,795 -787	-3%	-$69.1K	0.11%	85
2019 Q4	$2.37M	Buy	25,582 +934	+4%	+$86.5K	0.12%	83
2019 Q3	$2.3M	Sell	24,648 -441	-2%	-$40K	0.12%	80
2019 Q2	$2.19M	Sell	25,089 -2,254	-8%	-$197K	0.12%	82
2019 Q1	$2.38M	Sell	27,343 -662	-2%	-$54.7K	0.13%	78
2018 Q4	$2.09M	Sell	28,005 -2,686	-9%	-$212K	0.13%	83
2018 Q3	$2.48M	Sell	30,691 -25,568	-45%	-$2.11M	0.14%	80
2018 Q2	$4.58M	Buy	56,259 +50,540	+884%	+$3.92M	0.28%	65
2018 Q1	$410K	Sell	5,719 -44,598	-89%	-$3.41M	0.02%	119
2017 Q4	$4.17M	Buy	50,317 +398	+0.8%	+$33.4K	0.25%	69
2017 Q3	$4.15M	Buy	49,919 +555	+1%	+$46.4K	0.27%	71
2017 Q2	$4.11M	Buy	49,364 +2,403	+5%	+$200K	0.27%	72
2017 Q1	$3.88M	Sell	46,961 -21,728	-32%	-$1.8M	0.27%	66
2016 Q4	$5.67M	Buy	68,689 +11,597	+20%	+$944K	0.42%	49
2016 Q3	$4.95M	Buy	57,092 +13,306	+30%	+$1.19M	0.38%	49
2016 Q2	$3.88M	Buy	43,786 +30,720	+235%	+$2.58M	0.32%	50
2016 Q1	$1.04M	Hold	13,066	–	–	0.1%	77
2015 Q4	$1.04M	Buy	13,066 +607	+5%	+$48K	0.1%	77
2015 Q3	$941K	Buy	12,459 +1,868	+18%	+$143K	0.1%	72
2015 Q2	$791K	Buy	10,591 +4,122	+64%	+$329K	0.05%	143
2015 Q1	$546K	Buy	6,469 +854	+15%	+$72.5K	0.06%	71
2014 Q4	$455K	Sell	5,615 -405	-7%	-$31.8K	0.05%	82
2014 Q3	$433K	Buy	6,020 +566	+10%	+$42.7K	0.05%	94
2014 Q2	$408K	Sell	5,454 -1,889	-26%	-$139K	0.04%	101
2014 Q1	$519K	Buy	+7,343	New	+$503K	0.06%	84

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

Destination Wealth Management's VNQ Position: Q1 2026 in Review

Destination Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 12% in Q1 2026, buying an estimated $323K and bringing the position to 33,930 shares worth $3.01M. The position accounts for 0.08% of the portfolio, ranked #110.

Destination Wealth Management first reported a position in VNQ in Q1 2014 and has held it in 49 quarters since. The position peaked at $5.67M in Q4 2016. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Destination Wealth Management held 33,930 shares of Vanguard Real Estate ETF worth $3.01M as of Q1 2026.
Destination Wealth Management bought 3,519 Vanguard Real Estate ETF shares in Q1 2026, an estimated $323K.
Vanguard Real Estate ETF made up 0.08% of Destination Wealth Management's portfolio in Q1 2026, its #110 holding.
Destination Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2014 and has held it in 49 quarters since.
Destination Wealth Management's Vanguard Real Estate ETF position peaked at $5.67M in Q4 2016.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.