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James J. Burns & Company’s Vanguard Real Estate ETF VNQ Stock Holding History

James J. Burns & Company’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 		$487K Buy
5,055
+104
+2% +$9.94K 0.05% 107
2026
Q1 		$439K Sell
4,951
-859
-15% -$78.8K 0.06% 100
2025
Q4 		$514K Buy
5,810
+782
+16% +$70.3K 0.07% 95
2025
Q3 		$460K Buy
5,028
+142
+3% +$12.9K 0.07% 97
2025
Q2 		$435K Buy
4,886
+3
+0.1% +$265 0.07% 96
2025
Q1 		$442K Buy
4,883
+5
+0.1% +$454 0.08% 91
2024
Q4 		$434K Buy
4,878
+5
+0.1% +$472 0.08% 93
2024
Q3 		$475K Buy
4,873
+164
+3% +$15.1K 0.09% 86
2024
Q2 		$394K Buy
+4,709
New +$389K 0.08% 89
2024
Q1 		– Sell
-8,043
Closed -$710K – 119
2023
Q4 		$710K Buy
8,043
+3,536
+78% +$280K 0.17% 61
2023
Q3 		$341K Sell
4,507
-9,141
-67% -$754K 0.09% 76
2023
Q2 		$1.14M Sell
13,648
-6,114
-31% -$501K 0.29% 55
2023
Q1 		$1.64M Buy
19,762
+6,500
+49% +$558K 0.42% 43
2022
Q4 		$1.09M Sell
13,262
-1,183
-8% -$98.1K 0.45% 41
2022
Q3 		$1.16M Buy
+14,445
New +$1.35M 0.51% 41

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

James J. Burns & Company's VNQ Position: Q2 2026 in Review

James J. Burns & Company increased its Vanguard Real Estate ETF (VNQ) stake by 2.1% in Q2 2026, buying an estimated $9.94K and bringing the position to 5,055 shares worth $487K. The position accounts for 0.05% of the portfolio, ranked #107.

James J. Burns & Company first reported a position in VNQ in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.64M in Q1 2023. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • James J. Burns & Company held 5,055 shares of Vanguard Real Estate ETF worth $487K as of Q2 2026.
  • James J. Burns & Company bought 104 Vanguard Real Estate ETF shares in Q2 2026, an estimated $9.94K.
  • Vanguard Real Estate ETF made up 0.05% of James J. Burns & Company's portfolio in Q2 2026, its #107 holding.
  • James J. Burns & Company first reported a position in Vanguard Real Estate ETF in Q3 2022 and has held it in 15 quarters since.
  • James J. Burns & Company's Vanguard Real Estate ETF position peaked at $1.64M in Q1 2023.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.