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Discipline Wealth Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History

Discipline Wealth Solutions’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 		$12.5M Buy
129,993
+30,587
+31% +$2.92M 1.09% 25
2026
Q1 		$8.82M Buy
99,406
+87,679
+748% +$8.04M 0.93% 27
2025
Q4 		$1.04M Buy
11,727
+6,628
+130% +$596K 0.19% 65
2025
Q3 		$466K Buy
5,099
+2,680
+111% +$243K 0.12% 102
2025
Q2 		$215K Buy
+2,419
New +$213K 0.08% 89
2024
Q4 		– Sell
-2,309
Closed -$225K – 83
2024
Q3 		$225K Sell
2,309
-616
-21% -$56.7K 0.12% 64
2024
Q2 		$245K Buy
2,925
+515
+21% +$42.5K 0.19% 23
2024
Q1 		$205K Sell
2,410
-1,848
-43% -$158K 0.19% 19
2023
Q4 		$359K Buy
+4,258
New +$337K 0.36% 21

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Discipline Wealth Solutions's VNQ Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Vanguard Real Estate ETF (VNQ) stake by 31% in Q2 2026, buying an estimated $2.92M and bringing the position to 129,993 shares worth $12.5M. The position accounts for 1.09% of the portfolio, ranked #25.

Discipline Wealth Solutions first reported a position in VNQ in Q4 2023 and has held it in 9 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Discipline Wealth Solutions held 129,993 shares of Vanguard Real Estate ETF worth $12.5M as of Q2 2026.
  • Discipline Wealth Solutions bought 30,587 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.92M.
  • Vanguard Real Estate ETF made up 1.09% of Discipline Wealth Solutions's portfolio in Q2 2026, its #25 holding.
  • Discipline Wealth Solutions first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 9 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.