DHJJ Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

DHJJ Financial Advisors’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	$55.3K	Sell	573 -17	-3%	-$1.63K	0.02%	401
2026 Q1	$52.3K	Buy	590 +17	+3%	+$1.56K	0.02%	387
2025 Q4	$50.7K	Hold	573	–	–	0.02%	383
2025 Q3	$52.4K	Hold	573	–	–	0.02%	361
2025 Q2	$51K	Hold	573	–	–	0.02%	343
2025 Q1	$51.9K	Hold	573	–	–	0.02%	307
2024 Q4	$51K	Hold	573	–	–	0.02%	302
2024 Q3	$55.8K	Hold	573	–	–	0.02%	288
2024 Q2	$48K	Hold	573	–	–	0.02%	273
2024 Q1	$49.6K	Hold	573	–	–	0.02%	264
2023 Q4	$50.6K	Hold	573	–	–	0.02%	250
2023 Q3	$43.4K	Buy	+573	New	+$47.2K	0.02%	262

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

DHJJ Financial Advisors's VNQ Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 2.9% in Q2 2026, selling an estimated $1.63K and leaving 573 shares worth $55.3K. The position accounts for 0.02% of the portfolio, ranked #401.

DHJJ Financial Advisors first reported a position in VNQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $55.8K in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

DHJJ Financial Advisors held 573 shares of Vanguard Real Estate ETF worth $55.3K as of Q2 2026.
DHJJ Financial Advisors sold 17 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.63K.
Vanguard Real Estate ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #401 holding.
DHJJ Financial Advisors first reported a position in Vanguard Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Vanguard Real Estate ETF position peaked at $55.8K in Q3 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.