Comprehensive Money Management Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Comprehensive Money Management Services’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	$949K	Sell	9,846 -50	-0.5%	-$4.78K	0.6%	57
2026 Q1	$878K	Buy	9,896 +265	+3%	+$24.3K	0.58%	59
2025 Q4	$852K	Buy	9,631 +157	+2%	+$14.1K	0.59%	57
2025 Q3	$866K	Buy	9,474 +841	+10%	+$76.3K	0.61%	53
2025 Q2	$769K	Buy	8,633 +300	+4%	+$26.5K	0.58%	59
2025 Q1	$754K	Sell	8,333 -15	-0.2%	-$1.36K	0.61%	56
2024 Q4	$744K	Buy	+8,348	New	+$789K	0.61%	55

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Comprehensive Money Management Services's VNQ Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its Vanguard Real Estate ETF (VNQ) stake by 0.51% in Q2 2026, selling an estimated $4.78K and leaving 9,846 shares worth $949K. The position accounts for 0.6% of the portfolio, ranked #57.

Comprehensive Money Management Services first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Comprehensive Money Management Services held 9,846 shares of Vanguard Real Estate ETF worth $949K as of Q2 2026.
Comprehensive Money Management Services sold 50 Vanguard Real Estate ETF shares in Q2 2026, an estimated $4.78K.
Vanguard Real Estate ETF made up 0.6% of Comprehensive Money Management Services's portfolio in Q2 2026, its #57 holding.
Comprehensive Money Management Services first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.