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 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

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

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

DKM Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 29% in Q1 2026, selling an estimated $115K and leaving 3,020 shares worth $268K. The position accounts for 0.19% of the portfolio, ranked #46.

DKM Wealth Management first reported a position in VNQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $488K in Q4 2024. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

DKM Wealth Management held 3,020 shares of Vanguard Real Estate ETF worth $268K as of Q1 2026.
DKM Wealth Management sold 1,251 Vanguard Real Estate ETF shares in Q1 2026, an estimated $115K.
Vanguard Real Estate ETF made up 0.19% of DKM Wealth Management's portfolio in Q1 2026, its #46 holding.
DKM Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
DKM Wealth Management's Vanguard Real Estate ETF position peaked at $488K in Q4 2024.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.