DI
VNQ icon

Disciplined Investments’s Vanguard Real Estate ETF VNQ Stock Holding History

Disciplined Investments’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 		$4.27M Sell
44,281
-110
-0.2% -$10.5K 1.38% 20
2026
Q1 		$3.94M Buy
44,391
+65
+0.1% +$5.96K 1.41% 22
2025
Q4 		$3.92M Sell
44,326
-2,135
-5% -$192K 1.51% 20
2025
Q3 		$4.25M Sell
46,461
-660
-1% -$59.9K 1.69% 18
2025
Q2 		$4.2M Sell
47,121
-111
-0.2% -$9.79K 1.78% 17
2025
Q1 		$4.28M Sell
47,232
-727
-2% -$66K 1.96% 15
2024
Q4 		$4.27M Sell
47,959
-419
-0.9% -$39.6K 2.11% 15
2024
Q3 		$4.71M Sell
48,378
-770
-2% -$70.9K 2.33% 13
2024
Q2 		$4.12M Sell
49,148
-621
-1% -$51.3K 2.19% 14
2024
Q1 		$4.3M Buy
49,769
+1,142
+2% +$97.6K 2.35% 12
2023
Q4 		$4.3M Sell
48,627
-3,053
-6% -$242K 2.52% 12
2023
Q3 		$3.91M Sell
51,680
-1,193
-2% -$98.4K 2.38% 12
2023
Q2 		$4.42M Sell
52,873
-19,399
-27% -$1.59M 2.36% 10
2023
Q1 		$6M Sell
72,272
-678
-0.9% -$58.3K 2.53% 6
2022
Q4 		$6.02M Buy
72,950
+1,579
+2% +$131K 2.94% 5
2022
Q3 		$5.72M Buy
71,371
+559
+0.8% +$52.3K 2.63% 5
2022
Q2 		$6.45M Buy
70,812
+464
+0.7% +$46.3K 2.92% 5
2022
Q1 		$7.62M Buy
70,348
+3,218
+5% +$341K 3.15% 4
2021
Q4 		$7.79M Sell
67,130
-756
-1% -$82.6K 3.43% 4
2021
Q3 		$6.91M Sell
67,886
-1,366
-2% -$145K 3.35% 4
2021
Q2 		$7.05M Sell
69,252
-357
-0.5% -$35.4K 3.62% 3
2021
Q1 		$6.39M Sell
69,609
-1,606
-2% -$141K 3.76% 3
2020
Q4 		$6.05M Buy
71,215
+1,700
+2% +$141K 4.04% 3
2020
Q3 		$5.49M Buy
69,515
+3,635
+6% +$292K 4.05% 3
2020
Q2 		$5.17M Buy
65,880
+1,247
+2% +$94.5K 4.03% 3
2020
Q1 		$4.51M Buy
64,633
+4,841
+8% +$425K 4.3% 3
2019
Q4 		$5.55M Buy
+59,792
New +$5.54M 4.68% 3

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

Disciplined Investments's VNQ Position: Q2 2026 in Review

Disciplined Investments reduced its Vanguard Real Estate ETF (VNQ) stake by 0.25% in Q2 2026, selling an estimated $10.5K and leaving 44,281 shares worth $4.27M. The position accounts for 1.38% of the portfolio, ranked #20.

Disciplined Investments first reported a position in VNQ in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.79M in Q4 2021. 1,806 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Disciplined Investments held 44,281 shares of Vanguard Real Estate ETF worth $4.27M as of Q2 2026.
  • Disciplined Investments sold 110 Vanguard Real Estate ETF shares in Q2 2026, an estimated $10.5K.
  • Vanguard Real Estate ETF made up 1.38% of Disciplined Investments's portfolio in Q2 2026, its #20 holding.
  • Disciplined Investments first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • Disciplined Investments's Vanguard Real Estate ETF position peaked at $7.79M in Q4 2021.
  • 1,806 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.