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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
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

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Camelot Technology Advisors's VNQ Position: Q2 2026 in Review

Camelot Technology Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 39% in Q2 2026, buying an estimated $882K and bringing the position to 32,756 shares worth $3.16M. The position accounts for 2.12% of the portfolio, ranked #12.

Camelot Technology Advisors first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. 345 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Camelot Technology Advisors held 32,756 shares of Vanguard Real Estate ETF worth $3.16M as of Q2 2026.
  • Camelot Technology Advisors bought 9,230 Vanguard Real Estate ETF shares in Q2 2026, an estimated $882K.
  • Vanguard Real Estate ETF made up 2.12% of Camelot Technology Advisors's portfolio in Q2 2026, its #12 holding.
  • Camelot Technology Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 345 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.