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VNQ icon

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

JFG 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
2025
Q3 		$5.55M Buy
60,709
+1,471
+2% +$133K 1.09% 9
2025
Q2 		$5.28M Buy
59,238
+519
+0.9% +$45.8K 1.1% 9
2025
Q1 		$5.32M Buy
58,719
+4,627
+9% +$420K 1.21% 9
2024
Q4 		$4.82M Buy
54,092
+2,610
+5% +$247K 1.1% 10
2024
Q3 		$5.02M Sell
51,482
-3,555
-6% -$327K 1.38% 8
2024
Q2 		$4.61M Sell
55,037
-13,546
-20% -$1.12M 1.31% 8
2024
Q1 		$5.93M Buy
68,583
+3,175
+5% +$271K 1.59% 8
2023
Q4 		$5.78M Sell
65,408
-18,381
-22% -$1.46M 1.66% 7
2023
Q3 		$6.34M Sell
83,789
-1,425
-2% -$117K 2.07% 7
2023
Q2 		$7.12M Sell
85,214
-6,048
-7% -$495K 2.18% 7
2023
Q1 		$7.58M Buy
91,262
+1,892
+2% +$163K 2.58% 7
2022
Q4 		$7.37M Buy
89,370
+42,095
+89% +$3.49M 2.39% 8
2022
Q3 		$3.79M Sell
47,275
-21,884
-32% -$2.05M 1.27% 13
2022
Q2 		$6.3M Buy
69,159
+5,172
+8% +$516K 2.3% 8
2022
Q1 		$6.93M Buy
63,987
+11,026
+21% +$1.17M 2.08% 8
2021
Q4 		$6.14M Buy
52,961
+11,084
+26% +$1.21M 2.3% 7
2021
Q3 		$4.26M Buy
41,877
+2,858
+7% +$303K 2.03% 8
2021
Q2 		$3.97M Buy
39,019
+5,617
+17% +$557K 1.75% 8
2021
Q1 		$3.07M Buy
33,402
+3,513
+12% +$309K 1.71% 8
2020
Q4 		$2.54M Sell
29,889
-333
-1% -$27.6K 1.38% 10
2020
Q3 		$2.39M Buy
30,222
+1,089
+4% +$87.4K 1.69% 8
2020
Q2 		$2.29M Buy
29,133
+5,757
+25% +$436K 2.19% 7
2020
Q1 		$1.63M Buy
23,376
+1,137
+5% +$99.9K 2.67% 6
2019
Q4 		$2.06M Buy
22,239
+54
+0.2% +$5K 1.92% 6
2019
Q3 		$2.07M Buy
22,185
+1,051
+5% +$95.4K 1.88% 5
2019
Q2 		$1.86M Buy
21,134
+3,839
+22% +$336K 1.53% 6
2019
Q1 		$1.5M Buy
17,295
+8,626
+100% +$713K 1.26% 6
2018
Q4 		$646K Buy
+8,669
New +$683K 0.58% 15

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
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

JFG Wealth Management's VNQ Position: Q3 2025 in Review

JFG Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 2.5% in Q3 2025, buying an estimated $133K and bringing the position to 60,709 shares worth $5.55M. The position accounts for 1.09% of the portfolio, ranked #9.

JFG Wealth Management first reported a position in VNQ in Q4 2018 and has held it in 28 quarters since. The position peaked at $7.58M in Q1 2023. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • JFG Wealth Management held 60,709 shares of Vanguard Real Estate ETF worth $5.55M as of Q3 2025.
  • JFG Wealth Management bought 1,471 Vanguard Real Estate ETF shares in Q3 2025, an estimated $133K.
  • Vanguard Real Estate ETF made up 1.09% of JFG Wealth Management's portfolio in Q3 2025, its #9 holding.
  • JFG Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 28 quarters since.
  • JFG Wealth Management's Vanguard Real Estate ETF position peaked at $7.58M in Q1 2023.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.