Schwarz Dygos Wheeler Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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	$2.1M	Buy	21,795 +1,056	+5%	+$101K	0.4%	46
2026 Q1	$1.84M	Buy	20,739 +2,224	+12%	+$204K	0.38%	49
2025 Q4	$1.64M	Buy	18,515 +2,227	+14%	+$200K	0.34%	50
2025 Q3	$1.49M	Buy	16,288 +331	+2%	+$30K	0.32%	55
2025 Q2	$1.42M	Buy	15,957 +580	+4%	+$51.2K	0.32%	57
2025 Q1	$1.39M	Buy	15,377 +1,906	+14%	+$173K	0.33%	58
2024 Q4	$1.2M	Buy	13,471 +2,285	+20%	+$216K	0.29%	60
2024 Q3	$1.09M	Buy	11,186 +196	+2%	+$18K	0.27%	60
2024 Q2	$921K	Buy	10,990 +1,020	+10%	+$84.2K	0.25%	66
2024 Q1	$862K	Buy	9,970 +983	+11%	+$84K	0.24%	67
2023 Q4	$794K	Buy	8,987 +824	+10%	+$65.3K	0.24%	66
2023 Q3	$618K	Buy	8,163 +1,353	+20%	+$112K	0.21%	74
2023 Q2	$569K	Buy	6,810 +504	+8%	+$41.3K	0.19%	80
2023 Q1	$524K	Buy	6,306 +996	+19%	+$85.6K	0.19%	75
2022 Q4	$438K	Buy	+5,310	New	+$440K	0.17%	83

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's VNQ Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 5.1% in Q2 2026, buying an estimated $101K and bringing the position to 21,795 shares worth $2.1M. The position accounts for 0.4% of the portfolio, ranked #46.

Schwarz Dygos Wheeler Investment Advisors first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 21,795 shares of Vanguard Real Estate ETF worth $2.1M as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors bought 1,056 Vanguard Real Estate ETF shares in Q2 2026, an estimated $101K.
Vanguard Real Estate ETF made up 0.4% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #46 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.