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VNQ icon

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

DWR 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 		$4.23M Sell
43,130
-5,223
-11% -$499K 3.17% 10
2026
Q1 		$4.22M Sell
48,353
-2,577
-5% -$236K 3.67% 8
2025
Q4 		$4.54M Buy
+50,930
New +$4.58M 4.22% 7

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

DWR Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 11% in Q2 2026, selling an estimated $499K and leaving 43,130 shares worth $4.23M. The position accounts for 3.17% of the portfolio, ranked #10.

DWR Wealth Management first reported a position in VNQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.54M in Q4 2025. 591 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • DWR Wealth Management held 43,130 shares of Vanguard Real Estate ETF worth $4.23M as of Q2 2026.
  • DWR Wealth Management sold 5,223 Vanguard Real Estate ETF shares in Q2 2026, an estimated $499K.
  • Vanguard Real Estate ETF made up 3.17% of DWR Wealth Management's portfolio in Q2 2026, its #10 holding.
  • DWR Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • DWR Wealth Management's Vanguard Real Estate ETF position peaked at $4.54M in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.