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JNBA Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

JNBA Financial 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
2025
Q3 		– Sell
-5
Closed -$409 – 678
2025
Q2 		$409 Sell
5
-2
-29% -$176 ﹤0.01% 640
2025
Q1 		$634 Sell
7
-253
-97% -$23K ﹤0.01% 628
2024
Q4 		$23.2K Sell
260
-104
-29% -$9.83K ﹤0.01% 365
2024
Q3 		$35.5K Sell
364
-29
-7% -$2.67K ﹤0.01% 327
2024
Q2 		$32.9K Sell
393
-1,464
-79% -$121K ﹤0.01% 328
2024
Q1 		$161K Sell
1,857
-170,708
-99% -$14.6M 0.02% 197
2023
Q4 		$15.2M Sell
172,565
-69,878
-29% -$5.54M 1.73% 16
2023
Q3 		$18.3M Buy
242,443
+2,754
+1% +$227K 2.29% 9
2023
Q2 		$20M Sell
239,689
-133
-0.1% -$10.9K 2.4% 9
2023
Q1 		$19.9M Buy
239,822
+1,006
+0.4% +$86.4K 2.59% 8
2022
Q4 		$19.7M Sell
238,816
-7,839
-3% -$650K 2.74% 7
2022
Q3 		$19.8M Buy
246,655
+1,535
+0.6% +$144K 3.05% 5
2022
Q2 		$22.3M Buy
245,120
+10,792
+5% +$1.08M 3.39% 5
2022
Q1 		$25.4M Buy
234,328
+3,356
+1% +$355K 3.36% 6
2021
Q4 		$26.8M Buy
230,972
+2,727
+1% +$298K 3.27% 5
2021
Q3 		$23.2M Buy
228,245
+4,279
+2% +$454K 3.12% 6
2021
Q2 		$22.8M Buy
223,966
+3,992
+2% +$396K 3.09% 6
2021
Q1 		$20.2M Buy
219,974
+23,316
+12% +$2.05M 2.93% 6
2020
Q4 		$16.7M Buy
196,658
+196,070
+33,345% +$16.3M 2.75% 6
2020
Q3 		$46K Hold
588
– – 0.01% 248
2020
Q2 		$46K Hold
588
– – 0.01% 241
2020
Q1 		$41K Hold
588
– – 0.01% 240
2019
Q4 		$55K Hold
588
– – 0.01% 235
2019
Q3 		$55K Hold
588
– – 0.01% 222
2019
Q2 		$51K Hold
588
– – 0.01% 239
2019
Q1 		$51K Buy
588
+78
+15% +$6.44K 0.01% 228
2018
Q4 		$38K Sell
510
-1,373
-73% -$108K 0.01% 237
2018
Q3 		$143K Buy
1,883
+1,373
+269% +$113K 0.06% 154
2018
Q2 		$42K Hold
510
– – 0.01% 240
2018
Q1 		$38K Hold
510
– – 0.01% 252
2017
Q4 		$42K Sell
510
-146
-22% -$12.2K 0.01% 238
2017
Q3 		$55K Hold
656
– – 0.01% 203
2017
Q2 		$55K Hold
656
– – 0.01% 197
2017
Q1 		$54K Buy
656
+8
+1% +$664 0.01% 198
2016
Q4 		$53K Sell
648
-2,821
-81% -$230K 0.01% 204
2016
Q3 		$301K Buy
3,469
+3,331
+2,414% +$297K 0.04% 164
2016
Q2 		$12K Hold
138
– – ﹤0.01% 339
2016
Q1 		$12K Hold
138
– – ﹤0.01% 339
2015
Q4 		$11K Sell
138
-201
-59% -$15.9K ﹤0.01% 341
2015
Q3 		$26K Sell
339
-9
-3% -$691 0.01% 254
2015
Q2 		$26K Sell
348
-276
-44% -$22.1K 0.01% 252
2015
Q1 		$53K Sell
624
-150
-19% -$12.7K 0.02% 184
2014
Q4 		$63K Hold
774
– – 0.03% 167
2014
Q3 		$56K Buy
774
+600
+345% +$45.3K 0.03% 179
2014
Q2 		$13K Hold
174
– – 0.01% 323
2014
Q1 		$12K Buy
+174
New +$11.9K 0.01% 309

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

JNBA Financial Advisors's VNQ Position: Q3 2025 in Review

JNBA Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2025, closing a stake of 5 shares — an estimated $409 sold.

JNBA Financial Advisors first reported a position in VNQ in Q1 2014 and held it in 46 quarters. The position peaked at $26.8M in Q4 2021. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • JNBA Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • JNBA Financial Advisors sold 5 Vanguard Real Estate ETF shares in Q3 2025, an estimated $409.
  • JNBA Financial Advisors first reported a position in Vanguard Real Estate ETF in Q1 2014 and held it in 46 quarters.
  • JNBA Financial Advisors's Vanguard Real Estate ETF position peaked at $26.8M in Q4 2021.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on JNBA Financial Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.