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Dougherty Wealth Advisers’s Vanguard Real Estate ETF VNQ Stock Holding History

Dougherty Wealth Advisers’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 		$49 Sell
1
-42,627
-100% -$3.91M ﹤0.01% 107
2025
Q4 		$3.77M Buy
42,628
+6,943
+19% +$624K 2.13% 9
2025
Q3 		$3.26M Buy
35,685
+1,010
+3% +$91.6K 2.1% 9
2025
Q2 		$3.09M Buy
34,675
+5,003
+17% +$441K 2.05% 10
2025
Q1 		$2.69M Buy
29,672
+597
+2% +$54.2K 1.99% 9
2024
Q4 		$2.59M Buy
29,075
+1,593
+6% +$151K 2.01% 10
2024
Q3 		$2.68M Buy
27,482
+1,517
+6% +$140K 2.13% 9
2024
Q2 		$2.17M Buy
25,965
+116
+0.4% +$9.58K 1.9% 9
2024
Q1 		$2.24M Buy
25,849
+288
+1% +$24.6K 1.98% 9
2023
Q4 		$2.26M Buy
25,561
+1,189
+5% +$94.2K 2.07% 9
2023
Q3 		$1.84M Sell
24,372
-58
-0.2% -$4.78K 2.14% 9
2023
Q2 		$2.04M Buy
24,430
+483
+2% +$39.6K 2.8% 9
2023
Q1 		$1.99M Sell
23,947
-244
-1% -$21K 3% 8
2022
Q4 		$2M Buy
24,191
+4,652
+24% +$386K 3.28% 8
2022
Q3 		$1.57M Buy
19,539
+436
+2% +$40.8K 3.1% 8
2022
Q2 		$1.74M Buy
19,103
+162
+0.9% +$16.1K 3.25% 8
2022
Q1 		$2.05M Buy
18,941
+249
+1% +$26.4K 3.1% 9
2021
Q4 		$2.17M Buy
18,692
+923
+5% +$101K 3.03% 9
2021
Q3 		$1.81M Buy
17,769
+20
+0.1% +$2.12K 2.69% 10
2021
Q2 		$1.81M Sell
17,749
-438
-2% -$43.4K 2.67% 10
2021
Q1 		$1.67M Buy
18,187
+246
+1% +$21.6K 2.52% 9
2020
Q4 		$1.52M Buy
17,941
+12,061
+205% +$1M 2.39% 10
2020
Q3 		$464K Buy
5,880
+7
+0.1% +$562 1.6% 14
2020
Q2 		$461K Buy
5,873
+786
+15% +$59.6K 1.69% 14
2020
Q1 		$355K Buy
5,087
+179
+4% +$15.7K 1.41% 15
2019
Q4 		$455K Sell
4,908
-548
-10% -$50.7K 1.39% 15
2019
Q3 		$509K Sell
5,456
-347
-6% -$31.5K 1.67% 12
2019
Q2 		$507K Buy
5,803
+762
+15% +$66.7K 1.43% 16
2019
Q1 		$438K Buy
5,041
+59
+1% +$4.87K 1.49% 15
2018
Q4 		$419K Buy
+4,982
New +$393K 1.38% 17

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Dougherty Wealth Advisers's VNQ Position: Q1 2026 in Review

Dougherty Wealth Advisers reduced its Vanguard Real Estate ETF (VNQ) stake by 100% in Q1 2026, selling an estimated $3.91M and leaving 1 share worth $49. The position accounts for ﹤0.01% of the portfolio, ranked #107.

Dougherty Wealth Advisers first reported a position in VNQ in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.77M in Q4 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Dougherty Wealth Advisers held 1 share of Vanguard Real Estate ETF worth $49 as of Q1 2026.
  • Dougherty Wealth Advisers sold 42,627 Vanguard Real Estate ETF shares in Q1 2026, an estimated $3.91M.
  • Vanguard Real Estate ETF made up ﹤0.01% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #107 holding.
  • Dougherty Wealth Advisers first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 30 quarters since.
  • Dougherty Wealth Advisers's Vanguard Real Estate ETF position peaked at $3.77M in Q4 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.