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VNQ icon

Capital Advisors Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Capital Advisors 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 		$6.73M Sell
69,791
-1,434
-2% -$137K 0.79% 29
2026
Q1 		$6.32M Buy
71,225
+783
+1% +$71.8K 0.85% 31
2025
Q4 		$6.23M Sell
70,442
-787
-1% -$70.7K 0.85% 28
2025
Q3 		$6.51M Buy
71,229
+2,141
+3% +$194K 0.93% 26
2025
Q2 		$6.15M Buy
69,088
+3,282
+5% +$289K 0.97% 25
2025
Q1 		$5.96M Sell
65,806
-28
-0% -$2.54K 1.05% 25
2024
Q4 		$5.86M Buy
65,834
+1,474
+2% +$139K 1.04% 27
2024
Q3 		$6.27M Buy
64,360
+779
+1% +$71.7K 1.16% 23
2024
Q2 		$5.33M Buy
63,581
+1,830
+3% +$151K 1.05% 27
2024
Q1 		$5.34M Buy
61,751
+50,266
+438% +$4.29M 1.11% 25
2023
Q4 		$1.01M Buy
11,485
+7,885
+219% +$625K 0.23% 54
2023
Q3 		$272K Buy
3,600
+636
+21% +$52.4K 0.07% 106
2023
Q2 		$248K Buy
+2,964
New +$243K 0.06% 115
2022
Q3 		– Sell
-2,349
Closed -$214K – 124
2022
Q2 		$214K Sell
2,349
-2,454
-51% -$245K 0.07% 106
2022
Q1 		$521K Buy
4,803
+147
+3% +$15.6K 0.16% 67
2021
Q4 		$540K Buy
4,656
+1,225
+36% +$134K 0.16% 65
2021
Q3 		$349K Buy
3,431
+617
+22% +$65.4K 0.12% 78
2021
Q2 		$286K Buy
2,814
+106
+4% +$10.5K 0.11% 76
2021
Q1 		$249K Buy
+2,708
New +$238K 0.11% 80

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Capital Advisors Wealth Management's VNQ Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 2% in Q2 2026, selling an estimated $137K and leaving 69,791 shares worth $6.73M. The position accounts for 0.79% of the portfolio, ranked #29.

Capital Advisors Wealth Management first reported a position in VNQ in Q1 2021 and has held it in 19 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Capital Advisors Wealth Management held 69,791 shares of Vanguard Real Estate ETF worth $6.73M as of Q2 2026.
  • Capital Advisors Wealth Management sold 1,434 Vanguard Real Estate ETF shares in Q2 2026, an estimated $137K.
  • Vanguard Real Estate ETF made up 0.79% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2021 and has held it in 19 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.