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 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 $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

Comprehensive Money Management Services's VNQ Position: Q1 2026 in Review

Comprehensive Money Management Services increased its Vanguard Real Estate ETF (VNQ) stake by 2.8% in Q1 2026, buying an estimated $24.3K and bringing the position to 9,896 shares worth $878K. The position accounts for 0.58% of the portfolio, ranked #59.

Comprehensive Money Management Services first reported a position in VNQ in Q4 2024 and has held it in 6 quarters since. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Comprehensive Money Management Services held 9,896 shares of Vanguard Real Estate ETF worth $878K as of Q1 2026.
Comprehensive Money Management Services bought 265 Vanguard Real Estate ETF shares in Q1 2026, an estimated $24.3K.
Vanguard Real Estate ETF made up 0.58% of Comprehensive Money Management Services's portfolio in Q1 2026, its #59 holding.
Comprehensive Money Management Services first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.