Dodds Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Dodds Wealth’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	$4.97M	Buy	51,489 +859	+2%	+$82.1K	1.12%	14
2026 Q1	$4.49M	Buy	50,630 +1,891	+4%	+$173K	1.1%	14
2025 Q4	$4.31M	Sell	48,739 -2,118	-4%	-$190K	1.06%	14
2025 Q3	$4.65M	Buy	50,857 +2,753	+6%	+$250K	1.15%	13
2025 Q2	$4.28M	Sell	48,104 -564	-1%	-$49.7K	1.15%	13
2025 Q1	$4.41M	Sell	48,668 -14,641	-23%	-$1.33M	1.44%	14
2024 Q4	$5.68M	Sell	63,309 -5,214	-8%	-$493K	1.83%	12
2024 Q3	$6.42M	Sell	68,523 -35,961	-34%	-$3.31M	2.14%	10
2024 Q2	$8.75M	Sell	104,484 -590	-0.6%	-$48.7K	3.42%	7
2024 Q1	$9.09M	Buy	105,074 +14,104	+16%	+$1.21M	3.69%	7
2023 Q4	$8.04M	Buy	+90,970	New	+$7.21M	4.12%	7

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

Dodds Wealth's VNQ Position: Q2 2026 in Review

Dodds Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 1.7% in Q2 2026, buying an estimated $82.1K and bringing the position to 51,489 shares worth $4.97M. The position accounts for 1.12% of the portfolio, ranked #14.

Dodds Wealth first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.09M in Q1 2024. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Dodds Wealth held 51,489 shares of Vanguard Real Estate ETF worth $4.97M as of Q2 2026.
Dodds Wealth bought 859 Vanguard Real Estate ETF shares in Q2 2026, an estimated $82.1K.
Vanguard Real Estate ETF made up 1.12% of Dodds Wealth's portfolio in Q2 2026, its #14 holding.
Dodds Wealth first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Dodds Wealth's Vanguard Real Estate ETF position peaked at $9.09M in Q1 2024.
1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.