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

Dopkins 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	$1.27M	Sell	13,214 -155	-1%	-$14.8K	0.46%	37
2026 Q1	$1.19M	Sell	13,369 -662	-5%	-$60.7K	0.48%	37
2025 Q4	$1.24M	Buy	14,031 +2,459	+21%	+$221K	0.51%	37
2025 Q3	$1.06M	Buy	11,572 +590	+5%	+$53.5K	0.45%	38
2025 Q2	$978K	Buy	10,982 +492	+5%	+$43.4K	0.44%	39
2025 Q1	$950K	Sell	10,490 -1,939	-16%	-$176K	0.48%	39
2024 Q4	$1.11M	Buy	12,429 +10,205	+459%	+$964K	0.56%	36
2024 Q3	$217K	Buy	+2,224	New	+$205K	0.18%	57

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

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

Dopkins Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 1.2% in Q2 2026, selling an estimated $14.8K and leaving 13,214 shares worth $1.27M. The position accounts for 0.46% of the portfolio, ranked #37.

Dopkins Wealth Management first reported a position in VNQ in Q3 2024 and has held it in 8 quarters since. 1,800 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Dopkins Wealth Management held 13,214 shares of Vanguard Real Estate ETF worth $1.27M as of Q2 2026.
Dopkins Wealth Management sold 155 Vanguard Real Estate ETF shares in Q2 2026, an estimated $14.8K.
Vanguard Real Estate ETF made up 0.46% of Dopkins Wealth Management's portfolio in Q2 2026, its #37 holding.
Dopkins Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
1,800 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.