DWR Wealth Management
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
Q3 		$3.87M Sell
42,728
-402
-0.9% -$38.9K 2.68% 13
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

DWR Wealth Management's VNQ Position: Q3 2026 in Review

DWR Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 0.93% in Q3 2026, selling an estimated $38.9K and leaving 42,728 shares worth $3.87M. The position accounts for 2.68% of the portfolio, ranked #13.

DWR Wealth Management first reported a position in VNQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.54M in Q4 2025. 1,574 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • DWR Wealth Management held 42,728 shares of Vanguard Real Estate ETF worth $3.87M as of Q3 2026.
  • DWR Wealth Management sold 402 Vanguard Real Estate ETF shares in Q3 2026, an estimated $38.9K.
  • Vanguard Real Estate ETF made up 2.68% of DWR Wealth Management's portfolio in Q3 2026, its #13 holding.
  • DWR Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 4 quarters since.
  • DWR Wealth Management's Vanguard Real Estate ETF position peaked at $4.54M in Q4 2025.
  • 1,574 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.