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JPL Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

JPL Wealth 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
Q1 		$13.3K Buy
+150
New +$13.8K ﹤0.01% 473
2025
Q4 		– Sell
-150
Closed -$13.7K – 1095
2025
Q3 		$13.7K Buy
+150
New +$13.6K ﹤0.01% 476

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

JPL Wealth Management's VNQ Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2026: 150 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in VNQ as recently as Q3 2025.

JPL Wealth Management first reported a position in VNQ in Q3 2025 and has held it in 2 quarters since. The position peaked at $13.7K in Q3 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • JPL Wealth Management held 150 shares of Vanguard Real Estate ETF worth $13.3K as of Q1 2026.
  • Vanguard Real Estate ETF was a new JPL Wealth Management position in Q1 2026.
  • Vanguard Real Estate ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #473 holding.
  • JPL Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Vanguard Real Estate ETF position peaked at $13.7K in Q3 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.