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VNQ icon

CJM Wealth Advisers’s Vanguard Real Estate ETF VNQ Stock Holding History

CJM Wealth Advisers’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 		$542K Buy
5,619
+1,013
+22% +$96.8K 0.14% 46
2026
Q1 		$409K Buy
4,606
+943
+26% +$86.5K 0.12% 54
2025
Q4 		$324K Sell
3,663
-514
-12% -$46.2K 0.1% 60
2025
Q3 		$382K Sell
4,177
-2,062
-33% -$187K 0.12% 50
2025
Q2 		$556K Sell
6,239
-224
-3% -$19.8K 0.18% 39
2025
Q1 		$585K Buy
6,463
+112
+2% +$10.2K 0.21% 35
2024
Q4 		$566K Buy
6,351
+548
+9% +$51.8K 0.19% 34
2024
Q3 		$565K Sell
5,803
-1,556
-21% -$143K 0.19% 37
2024
Q2 		$611K Sell
7,359
-352
-5% -$29.1K 0.22% 32
2024
Q1 		$667K Sell
7,711
-153
-2% -$13.1K 0.25% 31
2023
Q4 		$695K Sell
7,864
-7,827
-50% -$620K 0.31% 28
2023
Q3 		$1.19M Sell
15,691
-1,186
-7% -$97.8K 0.58% 21
2023
Q2 		$1.41M Sell
16,877
-2,847
-14% -$233K 0.72% 20
2023
Q1 		$1.64M Buy
19,724
+964
+5% +$82.8K 0.93% 15
2022
Q4 		$1.55M Buy
18,760
+2,917
+18% +$242K 0.95% 16
2022
Q3 		$1.27M Sell
15,843
-542
-3% -$50.7K 0.9% 16
2022
Q2 		$1.49M Buy
16,385
+471
+3% +$46.9K 1.04% 14
2022
Q1 		$1.72M Buy
15,914
+4,489
+39% +$475K 1.18% 11
2021
Q4 		$1.33M Buy
+11,425
New +$1.25M 0.94% 17

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

CJM Wealth Advisers's VNQ Position: Q2 2026 in Review

CJM Wealth Advisers increased its Vanguard Real Estate ETF (VNQ) stake by 22% in Q2 2026, buying an estimated $96.8K and bringing the position to 5,619 shares worth $542K. The position accounts for 0.14% of the portfolio, ranked #46.

CJM Wealth Advisers first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q1 2022. 452 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • CJM Wealth Advisers held 5,619 shares of Vanguard Real Estate ETF worth $542K as of Q2 2026.
  • CJM Wealth Advisers bought 1,013 Vanguard Real Estate ETF shares in Q2 2026, an estimated $96.8K.
  • Vanguard Real Estate ETF made up 0.14% of CJM Wealth Advisers's portfolio in Q2 2026, its #46 holding.
  • CJM Wealth Advisers first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • CJM Wealth Advisers's Vanguard Real Estate ETF position peaked at $1.72M in Q1 2022.
  • 452 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.