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Wealth Dimensions Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealth Dimensions Group’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 		$1.17M Sell
12,137
-2
-0% -$191 0.21% 59
2026
Q1 		$1.08M Sell
12,139
-99
-0.8% -$9.08K 0.21% 59
2025
Q4 		$1.08M Sell
12,238
-717
-6% -$64.4K 0.21% 60
2025
Q3 		$1.18M Buy
12,955
+130
+1% +$11.8K 0.24% 56
2025
Q2 		$1.14M Sell
12,825
-308
-2% -$27.2K 0.25% 52
2025
Q1 		$1.19M Buy
13,133
+58
+0.4% +$5.26K 0.28% 48
2024
Q4 		$1.16M Buy
13,075
+310
+2% +$29.3K 0.29% 47
2024
Q3 		$1.24M Sell
12,765
-9
-0.1% -$829 0.32% 39
2024
Q2 		$1.07M Buy
12,774
+281
+2% +$23.2K 0.31% 41
2024
Q1 		$1.08M Sell
12,493
-401
-3% -$34.3K 0.32% 40
2023
Q4 		$1.14M Sell
12,894
-148
-1% -$11.7K 0.36% 37
2023
Q3 		$987K Buy
13,042
+73
+0.6% +$6.02K 0.36% 41
2023
Q2 		$1.08M Buy
12,969
+19
+0.1% +$1.56K 0.39% 39
2023
Q1 		$1.08M Buy
12,950
+55
+0.4% +$4.73K 0.42% 38
2022
Q4 		$1.06M Sell
12,895
-1,952
-13% -$162K 0.43% 38
2022
Q3 		$1.19M Buy
14,847
+78
+0.5% +$7.29K 0.59% 28
2022
Q2 		$1.35M Buy
14,769
+2,052
+16% +$205K 0.64% 26
2022
Q1 		$1.38M Buy
12,717
+161
+1% +$17K 0.64% 26
2021
Q4 		$1.46M Sell
12,556
-1,262
-9% -$138K 0.71% 23
2021
Q3 		$1.41M Sell
13,818
-37
-0.3% -$3.92K 0.9% 22
2021
Q2 		$1.41M Buy
13,855
+2
+0% +$198 0.96% 22
2021
Q1 		$1.27M Buy
13,853
+1,029
+8% +$90.4K 0.99% 21
2020
Q4 		$1.09M Buy
+12,824
New +$1.06M 0.94% 20

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Wealth Dimensions Group's VNQ Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Vanguard Real Estate ETF (VNQ) stake by 0.02% in Q2 2026, selling an estimated $191 and leaving 12,137 shares worth $1.17M. The position accounts for 0.21% of the portfolio, ranked #59.

Wealth Dimensions Group first reported a position in VNQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.46M in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Wealth Dimensions Group held 12,137 shares of Vanguard Real Estate ETF worth $1.17M as of Q2 2026.
  • Wealth Dimensions Group sold 2 Vanguard Real Estate ETF shares in Q2 2026, an estimated $191.
  • Vanguard Real Estate ETF made up 0.21% of Wealth Dimensions Group's portfolio in Q2 2026, its #59 holding.
  • Wealth Dimensions Group first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's Vanguard Real Estate ETF position peaked at $1.46M in Q4 2021.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.