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Vanguard REIT ETF shares owned by Dopkins Wealth Management

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Dopkins Wealth Management from 13F filings

Historical chart of Dopkins Wealth Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Dopkins Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Dopkins Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 12k 91.42
2025-06-30 $978k 11k 89.06
2025-03-31 $950k 11k 90.54
2024-12-31 $1.1M 12k 89.08
2024-09-30 $217k 2.2k 97.42

More positions owned by Dopkins Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Dopkins Wealth Management

Top funds holding Vanguard REIT ETF

Empower Advisory Group
Creative Planning
Northwestern Mutual Wealth Management Company
Morgan Stanley
Wealthfront Advisers
State of New Jersey Common Pension Fund D
Jpmorgan Chase & Co
Us Bancorp
Prudential Financial
Wells Fargo & Company
Financial Engines Advisors L.L.C
Goldman Sachs Group
Bank of New York Mellon
State of Tennessee, Treasury Department
LPL Financial

View all funds holding Vanguard REIT ETF