Compass Financial Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Compass Financial 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 Q2	$2.59M	Buy	+26,536	New	+$2.54M	0.31%	87

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Compass Financial Management's VNQ Position: Q2 2026 in Review

Compass Financial Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 26,536 shares worth $2.59M. The stake represents 0.31% of the portfolio and ranks #87 among its holdings.

1,734 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Compass Financial Management held 26,536 shares of Vanguard Real Estate ETF worth $2.59M as of Q2 2026.
Vanguard Real Estate ETF was a new Compass Financial Management position in Q2 2026.
Vanguard Real Estate ETF made up 0.31% of Compass Financial Management's portfolio in Q2 2026, its #87 holding.
1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.