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JFS Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

JFS Wealth Advisors’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 		$829K Buy
8,600
+82
+1% +$7.84K 0.04% 190
2026
Q1 		$756K Sell
8,518
-104
-1% -$9.54K 0.04% 188
2025
Q4 		$763K Sell
8,622
-4,946
-36% -$444K 0.04% 183
2025
Q3 		$1.24M Buy
13,568
+4,883
+56% +$443K 0.07% 149
2025
Q2 		$773K Sell
8,685
-1,318
-13% -$116K 0.05% 172
2025
Q1 		$906K Buy
10,003
+63
+0.6% +$5.72K 0.06% 153
2024
Q4 		$885K Sell
9,940
-676
-6% -$63.9K 0.06% 148
2024
Q3 		$1.03M Buy
10,616
+130
+1% +$12K 0.07% 145
2024
Q2 		$878K Sell
10,486
-2,286
-18% -$189K 0.07% 119
2024
Q1 		$1.1M Sell
12,772
-998
-7% -$85.3K 0.09% 109
2023
Q4 		$1.22M Sell
13,770
-956
-6% -$75.8K 0.1% 100
2023
Q3 		$1.11M Sell
14,726
-175
-1% -$14.4K 0.11% 103
2023
Q2 		$1.25M Buy
14,901
+741
+5% +$60.7K 0.11% 104
2023
Q1 		$1.18M Sell
14,160
-4,782
-25% -$411K 0.11% 103
2022
Q4 		$1.56M Sell
18,942
-476
-2% -$39.5K 0.15% 93
2022
Q3 		$1.56M Sell
19,418
-42
-0.2% -$3.93K 0.17% 89
2022
Q2 		$1.77M Buy
19,460
+16
+0.1% +$1.59K 0.19% 77
2022
Q1 		$2.11M Sell
19,444
-442
-2% -$46.8K 0.2% 83
2021
Q4 		$2.31M Sell
19,886
-1,231
-6% -$134K 0.22% 79
2021
Q3 		$2.15M Buy
21,117
+533
+3% +$56.5K 0.22% 79
2021
Q2 		$2.1M Sell
20,584
-6,961
-25% -$690K 0.31% 52
2021
Q1 		$2.53M Sell
27,545
-150
-0.5% -$13.2K 0.52% 43
2020
Q4 		$2.35M Buy
27,695
+6,221
+29% +$516K 0.49% 48
2020
Q3 		$1.7M Sell
21,474
-2,756
-11% -$221K 0.4% 52
2020
Q2 		$1.9M Buy
24,230
+3,668
+18% +$278K 0.49% 46
2020
Q1 		$1.44M Sell
20,562
-936
-4% -$82.2K 0.43% 52
2019
Q4 		$2M Sell
21,498
-577
-3% -$53.4K 0.49% 49
2019
Q3 		$2.06M Buy
22,075
+283
+1% +$25.7K 0.53% 45
2019
Q2 		$1.91M Sell
21,792
-2,677
-11% -$234K 0.48% 50
2019
Q1 		$2.13M Sell
24,469
-2,198
-8% -$182K 0.55% 41
2018
Q4 		$1.99M Sell
26,667
-3,922
-13% -$309K 0.53% 44
2018
Q3 		$2.47M Sell
30,589
-8,873
-22% -$731K 0.64% 32
2018
Q2 		$3.21M Sell
39,462
-2,419
-6% -$187K 0.85% 28
2018
Q1 		$3.16M Sell
41,881
-813
-2% -$62.2K 0.83% 28
2017
Q4 		$3.54M Buy
42,694
+2,157
+5% +$181K 0.87% 29
2017
Q3 		$3.37M Buy
40,537
+7,097
+21% +$593K 0.87% 28
2017
Q2 		$2.78M Buy
33,440
+4,333
+15% +$361K 0.76% 32
2017
Q1 		$2.4M Hold
29,107
– – 0.65% 39
2016
Q4 		$2.4M Sell
29,107
-138
-0.5% -$11.2K 0.65% 39
2016
Q3 		$2.54M Buy
29,245
+5,000
+21% +$446K 0.73% 37
2016
Q2 		$2.15M Buy
24,245
+2,746
+13% +$231K 0.59% 36
2016
Q1 		$1.8M Sell
21,499
-8
-0% -$623 0.53% 45
2015
Q4 		$1.72M Buy
21,507
+160
+0.7% +$12.7K 0.49% 47
2015
Q3 		$1.61M Buy
+21,347
New +$1.64M 0.71% 39

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JFS Wealth Advisors's VNQ Position: Q2 2026 in Review

JFS Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.96% in Q2 2026, buying an estimated $7.84K and bringing the position to 8,600 shares worth $829K. The position accounts for 0.04% of the portfolio, ranked #190.

JFS Wealth Advisors first reported a position in VNQ in Q3 2015 and has held it in 44 quarters since. The position peaked at $3.54M in Q4 2017. 848 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • JFS Wealth Advisors held 8,600 shares of Vanguard Real Estate ETF worth $829K as of Q2 2026.
  • JFS Wealth Advisors bought 82 Vanguard Real Estate ETF shares in Q2 2026, an estimated $7.84K.
  • Vanguard Real Estate ETF made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • JFS Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q3 2015 and has held it in 44 quarters since.
  • JFS Wealth Advisors's Vanguard Real Estate ETF position peaked at $3.54M in Q4 2017.
  • 848 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.