Compass Financial Management
VNQ icon

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
Q3 		$2.43M Buy
27,137
+601
+2% +$58.2K 0.26% 98
2026
Q2 		$2.59M Buy
+26,536
New +$2.54M 0.31% 87

Other funds holding VNQ

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Compass Financial Management's VNQ Position: Q3 2026 in Review

Compass Financial Management increased its Vanguard Real Estate ETF (VNQ) stake by 2.3% in Q3 2026, buying an estimated $58.2K and bringing the position to 27,137 shares worth $2.43M. The position accounts for 0.26% of the portfolio, ranked #98.

Compass Financial Management first reported a position in VNQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.59M in Q2 2026. 1,574 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Compass Financial Management held 27,137 shares of Vanguard Real Estate ETF worth $2.43M as of Q3 2026.
  • Compass Financial Management bought 601 Vanguard Real Estate ETF shares in Q3 2026, an estimated $58.2K.
  • Vanguard Real Estate ETF made up 0.26% of Compass Financial Management's portfolio in Q3 2026, its #98 holding.
  • Compass Financial Management first reported a position in Vanguard Real Estate ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Vanguard Real Estate ETF position peaked at $2.59M in Q2 2026.
  • 1,574 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.