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Camelot Technology Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Camelot Technology Advisors’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
Q3 		$3.29M Buy
36,682
+3,926
+12% +$380K 2.2% 12
2026
Q2 		$3.16M Buy
32,756
+9,230
+39% +$882K 2.12% 12
2026
Q1 		$2.09M Buy
23,526
+3,408
+17% +$312K 1.51% 16
2025
Q4 		$1.78M Sell
20,118
-67
-0.3% -$6.02K 1.32% 20
2025
Q3 		$1.85M Buy
20,185
+817
+4% +$74.1K 1.46% 18
2025
Q2 		$1.72M Sell
19,368
-3,560
-16% -$314K 1.47% 18
2025
Q1 		$2.08M Buy
22,928
+154
+0.7% +$14K 1.88% 17
2024
Q4 		$2.03M Buy
22,774
+718
+3% +$67.8K 1.84% 16
2024
Q3 		$2.15M Buy
22,056
+359
+2% +$33.1K 1.89% 14
2024
Q2 		$1.82M Sell
21,697
-436
-2% -$36K 1.68% 17
2024
Q1 		$1.91M Buy
22,133
+4,628
+26% +$395K 1.76% 16
2023
Q4 		$1.55M Buy
+17,505
New +$1.39M 1.58% 16

Other funds holding VNQ

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Camelot Technology Advisors's VNQ Position: Q3 2026 in Review

Camelot Technology Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 12% in Q3 2026, buying an estimated $380K and bringing the position to 36,682 shares worth $3.29M. The position accounts for 2.2% of the portfolio, ranked #12.

Camelot Technology Advisors first reported a position in VNQ in Q4 2023 and has held it in 12 quarters since. 1,574 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Camelot Technology Advisors held 36,682 shares of Vanguard Real Estate ETF worth $3.29M as of Q3 2026.
  • Camelot Technology Advisors bought 3,926 Vanguard Real Estate ETF shares in Q3 2026, an estimated $380K.
  • Vanguard Real Estate ETF made up 2.2% of Camelot Technology Advisors's portfolio in Q3 2026, its #12 holding.
  • Camelot Technology Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,574 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.