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 Q2	–	Sell	-1,374	Closed	-$132K	–	97
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 $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 $179B AUM 16.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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 $29.2B AUM 30.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Jupiter Wealth Management's VNQ Position: Q2 2026 in Review

Jupiter Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 1,374 shares — an estimated $132K sold.

Jupiter Wealth Management first reported a position in VNQ in Q3 2023 and held it in 11 quarters. The position peaked at $372K in Q4 2023. 1,818 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Jupiter Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Jupiter Wealth Management sold 1,374 Vanguard Real Estate ETF shares in Q2 2026, an estimated $132K.
Jupiter Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2023 and held it in 11 quarters.
Jupiter Wealth Management's Vanguard Real Estate ETF position peaked at $372K in Q4 2023.
1,818 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.