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

DKM 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 Q3	$264K	Sell	2,945 -75	-2%	-$7.26K	0.17%	49
2026 Q2	$291K	Hold	3,020	–	–	0.19%	49
2026 Q1	$268K	Sell	3,020 -1,251	-29%	-$115K	0.19%	46
2025 Q4	$378K	Sell	4,271 -66	-2%	-$5.93K	0.28%	38
2025 Q3	$396K	Sell	4,337 -1,000	-19%	-$90.7K	0.32%	38
2025 Q2	$475K	Sell	5,337 -39	-0.7%	-$3.44K	0.41%	32
2025 Q1	$487K	Sell	5,376 -100	-2%	-$9.08K	0.47%	28
2024 Q4	$488K	Buy	+5,476	New	+$517K	0.46%	29

Other funds holding VNQ

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

DKM Wealth Management's VNQ Position: Q3 2026 in Review

DKM Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 2.5% in Q3 2026, selling an estimated $7.26K and leaving 2,945 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #49.

DKM Wealth Management first reported a position in VNQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $488K in Q4 2024. 1,250 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

DKM Wealth Management held 2,945 shares of Vanguard Real Estate ETF worth $264K as of Q3 2026.
DKM Wealth Management sold 75 Vanguard Real Estate ETF shares in Q3 2026, an estimated $7.26K.
Vanguard Real Estate ETF made up 0.17% of DKM Wealth Management's portfolio in Q3 2026, its #49 holding.
DKM Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
DKM Wealth Management's Vanguard Real Estate ETF position peaked at $488K in Q4 2024.
1,250 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.