DAS
VNQ icon

Dynamic Advisor Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History

Dynamic Advisor Solutions’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 		$3M Sell
31,087
-1,171
-4% -$112K 0.08% 243
2026
Q1 		$2.86M Buy
32,258
+888
+3% +$81.4K 0.09% 237
2025
Q4 		$2.78M Sell
31,370
-2,254
-7% -$203K 0.09% 236
2025
Q3 		$3.07M Buy
33,624
+3,329
+11% +$302K 0.09% 232
2025
Q2 		$2.7M Sell
30,295
-3,736
-11% -$330K 0.08% 242
2025
Q1 		$3.08M Buy
+34,031
New +$3.09M 0.1% 219
2024
Q4 		– Sell
-30,497
Closed -$2.97M – 891
2024
Q3 		$2.97M Sell
30,497
-1,719
-5% -$158K 0.09% 246
2024
Q2 		$2.7M Sell
32,216
-17,793
-36% -$1.47M 0.09% 260
2024
Q1 		$4.32M Sell
50,009
-15,144
-23% -$1.29M 0.15% 186
2023
Q4 		$5.64M Buy
65,153
+310
+0.5% +$24.6K 0.21% 134
2023
Q3 		$4.91M Sell
64,843
-4,135
-6% -$341K 0.23% 120
2023
Q2 		$5.76M Sell
68,978
-32,039
-32% -$2.62M 0.3% 89
2023
Q1 		$8.39M Sell
101,017
-18,485
-15% -$1.59M 0.49% 41
2022
Q4 		$9.86M Sell
119,502
-17,738
-13% -$1.47M 0.67% 27
2022
Q3 		$11M Buy
137,240
+773
+0.6% +$72.3K 0.84% 20
2022
Q2 		$12.4M Buy
136,467
+8,099
+6% +$807K 0.96% 17
2022
Q1 		$13.9M Buy
128,368
+12,282
+11% +$1.3M 0.97% 16
2021
Q4 		$13.5M Buy
116,086
+17,133
+17% +$1.87M 0.96% 14
2021
Q3 		$10.1M Buy
98,953
+12,117
+14% +$1.29M 0.76% 21
2021
Q2 		$8.84M Buy
86,836
+14,276
+20% +$1.42M 0.7% 26
2021
Q1 		$6.67M Sell
72,560
-28,991
-29% -$2.55M 0.62% 31
2020
Q4 		$8.63M Buy
101,551
+10,969
+12% +$910K 0.81% 19
2020
Q3 		$7.15M Buy
90,582
+3,152
+4% +$253K 0.81% 20
2020
Q2 		$6.87M Buy
87,430
+43,778
+100% +$3.32M 0.93% 18
2020
Q1 		$3.05M Sell
43,652
-36,118
-45% -$3.17M 0.56% 34
2019
Q4 		$7.4M Buy
79,770
+7,845
+11% +$726K 1.01% 13
2019
Q3 		$6.71M Buy
71,925
+2,851
+4% +$259K 1.04% 15
2019
Q2 		$6.04M Buy
69,074
+14,967
+28% +$1.31M 0.97% 16
2019
Q1 		$4.7M Buy
54,107
+32,720
+153% +$2.7M 0.89% 20
2018
Q4 		$1.72M Sell
21,387
-1,570
-7% -$124K 0.37% 78
2018
Q3 		$1.85M Buy
22,957
+789
+4% +$65K 0.38% 81
2018
Q2 		$1.81M Buy
22,168
+4,972
+29% +$385K 0.41% 72
2018
Q1 		$1.3M Buy
17,196
+6,725
+64% +$515K 0.33% 91
2017
Q4 		$869K Buy
10,471
+170
+2% +$14.2K 0.28% 108
2017
Q3 		$856K Sell
10,301
-833
-7% -$69.6K 0.34% 98
2017
Q2 		$927K Buy
11,134
+1,552
+16% +$129K 0.36% 88
2017
Q1 		$791K Buy
9,582
+73
+0.8% +$6.06K 0.31% 97
2016
Q4 		$785K Sell
9,509
-498
-5% -$40.6K 0.31% 93
2016
Q3 		$868K Buy
10,007
+584
+6% +$52.1K 0.33% 93
2016
Q2 		$836K Buy
9,423
+1,241
+15% +$104K 0.34% 79
2016
Q1 		$686K Buy
8,182
+283
+4% +$22K 0.29% 89
2015
Q4 		$630K Sell
7,899
-522
-6% -$41.3K 0.26% 100
2015
Q3 		$636K Buy
+8,421
New +$647K 0.32% 83
2015
Q2 		– Sell
-6,740
Closed -$568K – 197
2015
Q1 		$568K Buy
6,740
+182
+3% +$15.5K 0.28% 106
2014
Q4 		$531K Buy
6,558
+1,194
+22% +$93.7K 0.28% 108
2014
Q3 		$385K Buy
5,364
+1,015
+23% +$76.6K 0.21% 129
2014
Q2 		$326K Sell
4,349
-868
-17% -$63.8K 0.2% 147
2014
Q1 		$368K Buy
5,217
+1,549
+42% +$106K 0.25% 136
2013
Q4 		$236K Buy
+3,668
New +$245K 0.17% 172

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Dynamic Advisor Solutions's VNQ Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Real Estate ETF (VNQ) stake by 3.6% in Q2 2026, selling an estimated $112K and leaving 31,087 shares worth $3M. The position accounts for 0.08% of the portfolio, ranked #243.

Dynamic Advisor Solutions first reported a position in VNQ in Q4 2013 and has held it in 49 quarters since. The position peaked at $13.9M in Q1 2022. 345 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Dynamic Advisor Solutions held 31,087 shares of Vanguard Real Estate ETF worth $3M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,171 Vanguard Real Estate ETF shares in Q2 2026, an estimated $112K.
  • Vanguard Real Estate ETF made up 0.08% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #243 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 49 quarters since.
  • Dynamic Advisor Solutions's Vanguard Real Estate ETF position peaked at $13.9M in Q1 2022.
  • 345 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.