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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
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
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
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 $1.56T 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

Jim Saulnier & Associates's VNQ Position: Q1 2026 in Review

Jim Saulnier & Associates increased its Vanguard Real Estate ETF (VNQ) stake by 9.3% in Q1 2026, buying an estimated $68.9K and bringing the position to 8,845 shares worth $785K. The position accounts for 0.38% of the portfolio, ranked #58.

Jim Saulnier & Associates first reported a position in VNQ in Q3 2024 and has held it in 7 quarters since. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Jim Saulnier & Associates held 8,845 shares of Vanguard Real Estate ETF worth $785K as of Q1 2026.
  • Jim Saulnier & Associates bought 751 Vanguard Real Estate ETF shares in Q1 2026, an estimated $68.9K.
  • Vanguard Real Estate ETF made up 0.38% of Jim Saulnier & Associates's portfolio in Q1 2026, its #58 holding.
  • Jim Saulnier & Associates first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.