Jim Saulnier & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Jim Saulnier & Associates’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	$1.39M	Buy	14,374 +5,529	+63%	+$528K	0.56%	38
2026 Q1	$785K	Buy	8,845 +751	+9%	+$68.9K	0.38%	58
2025 Q4	$716K	Buy	8,094 +632	+8%	+$56.8K	0.37%	60
2025 Q3	$682K	Buy	7,462 +1,292	+21%	+$117K	0.38%	57
2025 Q2	$550K	Sell	6,170 -373	-6%	-$32.9K	0.37%	59
2025 Q1	$592K	Buy	6,543 +521	+9%	+$47.3K	0.46%	51
2024 Q4	$536K	Buy	6,022 +1,601	+36%	+$151K	0.46%	45
2024 Q3	$431K	Buy	+4,421	New	+$407K	0.42%	46

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

Jim Saulnier & Associates's VNQ Position: Q2 2026 in Review

Jim Saulnier & Associates increased its Vanguard Real Estate ETF (VNQ) stake by 63% in Q2 2026, buying an estimated $528K and bringing the position to 14,374 shares worth $1.39M. The position accounts for 0.56% of the portfolio, ranked #38.

Jim Saulnier & Associates first reported a position in VNQ in Q3 2024 and has held it in 8 quarters since. 1,804 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Jim Saulnier & Associates held 14,374 shares of Vanguard Real Estate ETF worth $1.39M as of Q2 2026.
Jim Saulnier & Associates bought 5,529 Vanguard Real Estate ETF shares in Q2 2026, an estimated $528K.
Vanguard Real Estate ETF made up 0.56% of Jim Saulnier & Associates's portfolio in Q2 2026, its #38 holding.
Jim Saulnier & Associates first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
1,804 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.