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

Jupiter 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	$132K	Hold	1,374	–	–	0.05%	81
2025 Q4	$128K	Sell	1,374 -1,500	-52%	-$135K	0.06%	80
2025 Q3	$263K	Hold	2,874	–	–	0.12%	77
2025 Q2	$258K	Hold	2,874	–	–	0.13%	75
2025 Q1	$260K	Hold	2,874	–	–	0.16%	62
2024 Q4	$256K	Hold	2,874	–	–	0.13%	79
2024 Q3	$280K	Hold	2,874	–	–	0.14%	74
2024 Q2	$260K	Sell	2,874 -1,281	-31%	-$106K	0.14%	78
2024 Q1	$338K	Sell	4,155 -60	-1%	-$5.13K	0.18%	69
2023 Q4	$372K	Hold	4,215	–	–	0.22%	69
2023 Q3	$319K	Buy	+4,215	New	+$348K	0.21%	67

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Jupiter Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 1,374 shares worth $132K. The position accounts for 0.05% of the portfolio, ranked #81.

Jupiter Wealth Management first reported a position in VNQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $372K in Q4 2023. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Jupiter Wealth Management held 1,374 shares of Vanguard Real Estate ETF worth $132K as of Q1 2026.
Jupiter Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
Vanguard Real Estate ETF made up 0.05% of Jupiter Wealth Management's portfolio in Q1 2026, its #81 holding.
Jupiter Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2023 and has held it in 11 quarters since.
Jupiter Wealth Management's Vanguard Real Estate ETF position peaked at $372K in Q4 2023.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.