Joseph Group Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Joseph Group Capital 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
2026 Q2	$27.9K	Hold	289	–	–	0.01%	184
2026 Q1	$25.6K	Hold	289	–	–	0.01%	160
2025 Q4	$25.6K	Buy	289 +39	+16%	+$3.5K	0.01%	115
2025 Q3	$22.9K	Sell	250 -6	-2%	-$544	0.01%	87
2025 Q2	$22.8K	Hold	256	–	–	0.01%	85
2025 Q1	$23.2K	Hold	256	–	–	0.01%	82
2024 Q4	$22.8K	Sell	256 -77	-23%	-$7.28K	0.01%	80
2024 Q3	$32.4K	Sell	333 -5	-1%	-$460	0.01%	73
2024 Q2	$28.3K	Buy	338 +5	+2%	+$413	0.01%	63
2024 Q1	$28.8K	Buy	333 +246	+283%	+$21K	0.01%	74
2023 Q4	$7.69K	Buy	+87	New	+$6.89K	﹤0.01%	80
2023 Q2	–	Sell	-107	Closed	-$8.88K	–	82
2023 Q1	$8.88K	Sell	107 -856	-89%	-$73.5K	0.01%	79
2022 Q4	$79K	Buy	+963	New	+$79.8K	0.08%	60

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

Joseph Group Capital Management's VNQ Position: Q2 2026 in Review

Joseph Group Capital Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 289 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #184.

Joseph Group Capital Management first reported a position in VNQ in Q4 2022 and has held it in 13 quarters since. The position peaked at $79K in Q4 2022. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Joseph Group Capital Management held 289 shares of Vanguard Real Estate ETF worth $27.9K as of Q2 2026.
Joseph Group Capital Management left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #184 holding.
Joseph Group Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 13 quarters since.
Joseph Group Capital Management's Vanguard Real Estate ETF position peaked at $79K in Q4 2022.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.