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VNQ icon

Dynamic Wealth Strategies’s Vanguard Real Estate ETF VNQ Stock Holding History

Dynamic Wealth Strategies’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 		$196K Sell
2,215
-73
-3% -$6.69K 0.11% 81
2025
Q4 		$202K Buy
2,288
+62
+3% +$5.57K 0.12% 80
2025
Q3 		$204K Buy
2,226
+19
+0.9% +$1.72K 0.14% 71
2025
Q2 		$197K Sell
2,207
-54
-2% -$4.76K 0.14% 68
2025
Q1 		$205K Buy
+2,261
New +$205K 0.17% 66
2024
Q4 		– Sell
-2,068
Closed -$201K – 215
2024
Q3 		$201K Hold
2,068
– – 0.16% 63
2024
Q2 		$173K Sell
2,068
-3
-0.1% -$248 0.15% 74
2024
Q1 		$179K Sell
2,071
-58
-3% -$4.96K 0.15% 69
2023
Q4 		$188K Buy
+2,129
New +$169K 0.17% 62

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

Dynamic Wealth Strategies's VNQ Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its Vanguard Real Estate ETF (VNQ) stake by 3.2% in Q1 2026, selling an estimated $6.69K and leaving 2,215 shares worth $196K. The position accounts for 0.11% of the portfolio, ranked #81.

Dynamic Wealth Strategies first reported a position in VNQ in Q4 2023 and has held it in 9 quarters since. The position peaked at $205K in Q1 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Dynamic Wealth Strategies held 2,215 shares of Vanguard Real Estate ETF worth $196K as of Q1 2026.
  • Dynamic Wealth Strategies sold 73 Vanguard Real Estate ETF shares in Q1 2026, an estimated $6.69K.
  • Vanguard Real Estate ETF made up 0.11% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #81 holding.
  • Dynamic Wealth Strategies first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 9 quarters since.
  • Dynamic Wealth Strategies's Vanguard Real Estate ETF position peaked at $205K in Q1 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.