Jackson Grant Investment Advisers’s Vanguard Real Estate ETF VNQ Stock Holding History

Jackson Grant Investment Advisers’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	$10.9K	Sell	113 -3,337	-97%	-$319K	﹤0.01%	309
2026 Q1	$306K	Buy	3,450 +3,337	+2,953%	+$306K	0.1%	96
2025 Q4	$10K	Hold	113	–	–	﹤0.01%	301
2025 Q3	$10.3K	Buy	113 +54	+92%	+$4.9K	﹤0.01%	293
2025 Q2	$5.25K	Buy	+59	New	+$5.2K	﹤0.01%	316
2022 Q4	–	Sell	-148	Closed	-$12K	–	344
2022 Q3	$12K	Buy	148 +2	+1%	+$187	0.01%	294
2022 Q2	$13K	Hold	146	–	–	0.01%	302
2022 Q1	$16K	Buy	+146	New	+$15.5K	0.01%	306
2021 Q4	–	Sell	-146	Closed	-$15K	–	326
2021 Q3	$15K	Hold	146	–	–	0.01%	310
2021 Q2	$15K	Hold	146	–	–	0.01%	325
2021 Q1	$13K	Hold	146	–	–	0.01%	325
2020 Q4	$12K	Buy	+146	New	+$12.1K	0.01%	303

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SPIO

Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jackson Grant Investment Advisers's VNQ Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its Vanguard Real Estate ETF (VNQ) stake by 97% in Q2 2026, selling an estimated $319K and leaving 113 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Jackson Grant Investment Advisers first reported a position in VNQ in Q4 2020 and has held it in 12 quarters since. The position peaked at $306K in Q1 2026. 871 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Jackson Grant Investment Advisers held 113 shares of Vanguard Real Estate ETF worth $10.9K as of Q2 2026.
Jackson Grant Investment Advisers sold 3,337 Vanguard Real Estate ETF shares in Q2 2026, an estimated $319K.
Vanguard Real Estate ETF made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #309 holding.
Jackson Grant Investment Advisers first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 12 quarters since.
Jackson Grant Investment Advisers's Vanguard Real Estate ETF position peaked at $306K in Q1 2026.
871 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.