Carlton Hofferkamp & Jenks Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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	–	Sell	-2,607	Closed	-$231K	–	148
2025 Q4	$231K	Buy	2,607 +37	+1%	+$3.33K	0.08%	128
2025 Q3	$238K	Hold	2,570	–	–	0.08%	127
2025 Q2	$232K	Hold	2,570	–	–	0.08%	127
2025 Q1	$220K	Hold	2,570	–	–	0.09%	126
2024 Q4	$236K	Hold	2,570	–	–	0.09%	127
2024 Q3	$242K	Hold	2,570	–	–	0.09%	128
2024 Q2	$233K	Hold	2,570	–	–	0.09%	128
2024 Q1	$206K	Hold	2,570	–	–	0.09%	121
2023 Q4	$216K	Buy	+2,570	New	+$204K	0.09%	125
2023 Q3	–	Sell	-2,570	Closed	-$213K	–	136
2023 Q2	$213K	Hold	2,570	–	–	0.09%	126
2023 Q1	$213K	Hold	2,570	–	–	0.1%	123
2022 Q4	$232K	Hold	2,570	–	–	0.1%	126
2022 Q3	$201K	Hold	2,570	–	–	0.09%	123
2022 Q2	$237K	Hold	2,570	–	–	0.11%	120
2022 Q1	$282K	Hold	2,570	–	–	0.12%	115
2021 Q4	$270K	Buy	2,570 +5	+0.2%	+$546	0.11%	116
2021 Q3	$282K	Hold	2,565	–	–	0.11%	125
2021 Q2	$270K	Buy	2,565 +15	+0.6%	+$1.49K	0.12%	122
2021 Q1	$250K	Buy	+2,550	New	+$224K	0.11%	116

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's VNQ Position: Q1 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 2,607 shares — an estimated $231K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in VNQ in Q1 2021 and held it in 19 quarters. The position peaked at $282K in Q1 2022. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Carlton Hofferkamp & Jenks Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Carlton Hofferkamp & Jenks Wealth Management sold 2,607 Vanguard Real Estate ETF shares in Q1 2026, an estimated $231K.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 19 quarters.
Carlton Hofferkamp & Jenks Wealth Management's Vanguard Real Estate ETF position peaked at $282K in Q1 2022.
1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.