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

Dogwood 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 Q2	$321K	Sell	3,330 -4,721	-59%	-$451K	0.13%	63
2026 Q1	$714K	Sell	8,051 -4,344	-35%	-$398K	0.31%	43
2025 Q4	$1.1M	Sell	12,395 -25	-0.2%	-$2.25K	0.48%	40
2025 Q3	$1.14M	Buy	12,420 +101	+0.8%	+$9.16K	0.52%	37
2025 Q2	$1.1M	Sell	12,319 -7,097	-37%	-$626K	0.54%	39
2025 Q1	$1.76M	Buy	19,416 +3	+0%	+$272	0.92%	28
2024 Q4	$1.73M	Buy	19,413 +8	+0%	+$756	0.91%	29
2024 Q3	$1.89M	Buy	19,405 +9	+0%	+$829	1.09%	24
2024 Q2	$1.62M	Sell	19,396 -118	-0.6%	-$9.74K	1%	26
2024 Q1	$1.69M	Sell	19,514 -511	-3%	-$43.7K	1.14%	23
2023 Q4	$1.77M	Buy	+20,025	New	+$1.59M	1.38%	22

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

Dogwood Wealth Management's VNQ Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 59% in Q2 2026, selling an estimated $451K and leaving 3,330 shares worth $321K. The position accounts for 0.13% of the portfolio, ranked #63.

Dogwood Wealth Management first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.89M in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Dogwood Wealth Management held 3,330 shares of Vanguard Real Estate ETF worth $321K as of Q2 2026.
Dogwood Wealth Management sold 4,721 Vanguard Real Estate ETF shares in Q2 2026, an estimated $451K.
Vanguard Real Estate ETF made up 0.13% of Dogwood Wealth Management's portfolio in Q2 2026, its #63 holding.
Dogwood Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Vanguard Real Estate ETF position peaked at $1.89M in Q3 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.