JDM Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

JDM Financial Group’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	$9.96M	Buy	140,723 +7,803	+6%	+$715K	3.84%	10
2025 Q4	$9.22M	Buy	132,920 +1,543	+1%	+$139K	3.58%	10
2025 Q3	$11.9M	Buy	131,377 +60,936	+87%	+$5.53M	4.97%	6
2025 Q2	$6.27M	Buy	70,441 +1,919	+3%	+$169K	2.96%	9
2025 Q1	$6.2M	Buy	68,522 +3,286	+5%	+$298K	3.15%	9
2024 Q4	$5.81M	Buy	65,236 +5,346	+9%	+$505K	3.02%	9
2024 Q3	$5.83M	Buy	59,890 +10,042	+20%	+$925K	3.17%	9
2024 Q2	$4.18M	Buy	49,848 +5,116	+11%	+$422K	2.82%	12
2024 Q1	$3.87M	Buy	44,732 +2,799	+7%	+$239K	2.82%	11
2023 Q4	$3.71M	Buy	41,933 +1,329	+3%	+$105K	3.07%	12
2023 Q3	$3.07M	Sell	40,604 -22	-0.1%	-$1.81K	2.83%	12
2023 Q2	$3.39M	Buy	40,626 +1,082	+3%	+$88.6K	2.95%	12
2023 Q1	$3.28M	Buy	39,544 +107	+0.3%	+$9.19K	3.03%	12
2022 Q4	$3.25M	Buy	+39,437	New	+$3.27M	3.11%	11

Other funds holding VNQ

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return