Camelot Portfolios’s Vanguard Real Estate ETF VNQ Stock Holding History

Camelot Portfolios’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	–	Sell	-431	Closed	-$38.1K	–	540
2025 Q4	$38.1K	Buy	+431	New	+$38.7K	0.02%	333
2024 Q3	–	Sell	-431	Closed	-$36.1K	–	558
2024 Q2	$36.1K	Buy	+431	New	+$35.6K	0.02%	323
2019 Q2	–	Sell	-5,460	Closed	-$475K	–	259
2019 Q1	$475K	Sell	5,460 -7,016	-56%	-$580K	0.2%	135
2018 Q4	$930K	Buy	12,476 +1,124	+10%	+$88.6K	0.43%	69
2018 Q3	$916K	Sell	11,352 -640	-5%	-$52.7K	0.41%	68
2018 Q2	$977K	Buy	11,992 +7,631	+175%	+$591K	0.42%	73
2018 Q1	$329K	Buy	+4,361	New	+$334K	0.15%	141

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Camelot Portfolios's VNQ Position: Q1 2026 in Review

Camelot Portfolios sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 431 shares — an estimated $38.1K sold.

Camelot Portfolios first reported a position in VNQ in Q1 2018 and held it in 7 quarters. The position peaked at $977K in Q2 2018. 1,782 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Camelot Portfolios reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 431 Vanguard Real Estate ETF shares in Q1 2026, an estimated $38.1K.
Camelot Portfolios first reported a position in Vanguard Real Estate ETF in Q1 2018 and held it in 7 quarters.
Camelot Portfolios's Vanguard Real Estate ETF position peaked at $977K in Q2 2018.
1,782 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.