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J. Safra Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

J. Safra Asset 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 		$86.8K Sell
900
-1,365
-60% -$130K ﹤0.01% 256
2026
Q1 		$201K Buy
2,265
+14
+0.6% +$1.28K 0.01% 215
2025
Q4 		$199K Buy
+2,251
New +$202K 0.01% 213
2025
Q1 		– Sell
-2,600
Closed -$230K – 398
2024
Q4 		$230K Buy
+2,600
New +$246K 0.02% 114

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

J. Safra Asset Management's VNQ Position: Q2 2026 in Review

J. Safra Asset Management reduced its Vanguard Real Estate ETF (VNQ) stake by 60% in Q2 2026, selling an estimated $130K and leaving 900 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

J. Safra Asset Management first reported a position in VNQ in Q4 2024 and has held it in 4 quarters since. The position peaked at $230K in Q4 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • J. Safra Asset Management held 900 shares of Vanguard Real Estate ETF worth $86.8K as of Q2 2026.
  • J. Safra Asset Management sold 1,365 Vanguard Real Estate ETF shares in Q2 2026, an estimated $130K.
  • Vanguard Real Estate ETF made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #256 holding.
  • J. Safra Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 4 quarters since.
  • J. Safra Asset Management's Vanguard Real Estate ETF position peaked at $230K in Q4 2024.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.