Jackson Thornton Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Jackson Thornton Wealth 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 Q1	$370K	Hold	3,978	–	–	0.03%	146
2025 Q4	$356K	Hold	3,978	–	–	0.03%	162
2025 Q3	$357K	Hold	3,978	–	–	0.04%	151
2025 Q2	$355K	Buy	3,978 +751	+23%	+$66.2K	0.04%	70
2025 Q1	$280K	Sell	3,227 -538	-14%	-$48.8K	0.04%	71
2024 Q4	$335K	Sell	3,765 -8	-0.2%	-$756	0.04%	59
2024 Q3	$368K	Buy	3,773 +8	+0.2%	+$737	0.05%	51
2024 Q2	$315K	Buy	3,765 +425	+13%	+$35.1K	0.05%	50
2024 Q1	$289K	Hold	3,340	–	–	0.05%	44
2023 Q4	$295K	Hold	3,340	–	–	0.05%	41
2023 Q3	$253K	Hold	3,340	–	–	0.05%	37
2023 Q2	$279K	Hold	3,340	–	–	0.06%	33
2023 Q1	$277K	Sell	3,340 -247	-7%	-$21.2K	0.06%	28
2022 Q4	$296K	Buy	3,587 +247	+7%	+$20.5K	0.07%	28
2022 Q3	$268K	Sell	3,340 -45,183	-93%	-$4.22M	0.07%	28
2022 Q2	$4.42M	Buy	48,523 +46,239	+2,024%	+$4.61M	1.25%	8
2022 Q1	$248K	Hold	2,284	–	–	0.06%	22
2021 Q4	$265K	Buy	+2,284	New	+$249K	0.08%	17

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

Jackson Thornton Wealth Management's VNQ Position: Q1 2026 in Review

Jackson Thornton Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 3,978 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #146.

Jackson Thornton Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.42M in Q2 2022. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Jackson Thornton Wealth Management held 3,978 shares of Vanguard Real Estate ETF worth $370K as of Q1 2026.
Jackson Thornton Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
Vanguard Real Estate ETF made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #146 holding.
Jackson Thornton Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
Jackson Thornton Wealth Management's Vanguard Real Estate ETF position peaked at $4.42M in Q2 2022.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.