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

Kiley Juergens 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	$291K	Buy	+3,282	New	+$301K	0.05%	186
2018 Q4	–	Sell	-4,215	Closed	-$340K	–	634
2018 Q3	$340K	Buy	4,215 +1,958	+87%	+$161K	0.25%	67
2018 Q2	$183K	Buy	+2,257	New	+$175K	0.16%	87
2018 Q1	–	Sell	-2,704	Closed	-$224K	–	591
2017 Q4	$224K	Buy	+2,704	New	+$227K	0.2%	76

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

Kiley Juergens Wealth Management's VNQ Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2026: 3,282 shares worth $291K. The stake represents 0.05% of the portfolio and ranks #186 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in VNQ as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in VNQ in Q4 2017 and has held it in 4 quarters since. The position peaked at $340K in Q3 2018. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Kiley Juergens Wealth Management held 3,282 shares of Vanguard Real Estate ETF worth $291K as of Q1 2026.
Vanguard Real Estate ETF was a new Kiley Juergens Wealth Management position in Q1 2026.
Vanguard Real Estate ETF made up 0.05% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #186 holding.
Kiley Juergens Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 4 quarters since.
Kiley Juergens Wealth Management's Vanguard Real Estate ETF position peaked at $340K in Q3 2018.
1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.