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Michael A Dubis Financial Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Michael A Dubis Financial Planning’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
2025
Q1 		$2.06M Buy
22,747
+350
+2% +$31.8K 2% 9
2024
Q4 		$2M Buy
+22,397
New +$2.12M 1.93% 9

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Michael A Dubis Financial Planning's VNQ Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its Vanguard Real Estate ETF (VNQ) stake by 1.6% in Q1 2025, buying an estimated $31.8K and bringing the position to 22,747 shares worth $2.06M. The position accounts for 2% of the portfolio, ranked #9.

Michael A Dubis Financial Planning first reported a position in VNQ in Q4 2024 and has held it in 2 quarters since. 1,715 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Michael A Dubis Financial Planning held 22,747 shares of Vanguard Real Estate ETF worth $2.06M as of Q1 2025.
  • Michael A Dubis Financial Planning bought 350 Vanguard Real Estate ETF shares in Q1 2025, an estimated $31.8K.
  • Vanguard Real Estate ETF made up 2% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #9 holding.
  • Michael A Dubis Financial Planning first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,715 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.