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 Q2	$11M	Buy	163,751 +23,028	+16%	+$2.2M	3.75%	10
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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

JDM Financial Group's VNQ Position: Q2 2026 in Review

JDM Financial Group increased its Vanguard Real Estate ETF (VNQ) stake by 16% in Q2 2026, buying an estimated $2.2M and bringing the position to 163,751 shares worth $11M. The position accounts for 3.75% of the portfolio, ranked #10.

JDM Financial Group first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.9M in Q3 2025. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

JDM Financial Group held 163,751 shares of Vanguard Real Estate ETF worth $11M as of Q2 2026.
JDM Financial Group bought 23,028 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.2M.
Vanguard Real Estate ETF made up 3.75% of JDM Financial Group's portfolio in Q2 2026, its #10 holding.
JDM Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Vanguard Real Estate ETF position peaked at $11.9M in Q3 2025.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.