Capital Advisory Group Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Capital Advisory Group Advisory Services’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	-2,781	Closed	-$246K	–	154
2025 Q4	$246K	Hold	2,781	–	–	0.07%	153
2025 Q3	$254K	Buy	2,781 +164	+6%	+$14.9K	0.08%	163
2025 Q2	$233K	Buy	2,617 +34	+1%	+$3K	0.08%	160
2025 Q1	$234K	Buy	+2,583	New	+$234K	0.09%	155
2023 Q4	–	Sell	-6,273	Closed	-$475K	–	154
2023 Q3	$475K	Buy	+6,273	New	+$517K	0.27%	85
2023 Q2	–	Sell	-6,686	Closed	-$555K	–	143
2023 Q1	$555K	Sell	6,686 -60	-0.9%	-$5.16K	0.33%	77
2022 Q4	$556K	Sell	6,746 -3,243	-32%	-$269K	0.38%	68
2022 Q3	$801K	Sell	9,989 -807	-7%	-$75.5K	0.56%	52
2022 Q2	$1.01M	Sell	10,796 -67	-0.6%	-$6.68K	0.6%	48
2022 Q1	$1.18M	Buy	10,863 +1,864	+21%	+$197K	0.55%	51
2021 Q4	$1.04M	Buy	8,999 +580	+7%	+$63.3K	0.45%	63
2021 Q3	$857K	Buy	+8,419	New	+$893K	0.31%	80
2020 Q2	–	Sell	-237	Closed	-$17K	–	520
2020 Q1	$17K	Buy	237 +200	+541%	+$17.6K	0.02%	183
2019 Q4	$3K	Hold	37	–	–	﹤0.01%	184
2019 Q3	$3K	Buy	+37	New	+$3.36K	﹤0.01%	375

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

Capital Advisory Group Advisory Services's VNQ Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 2,781 shares — an estimated $246K sold.

Capital Advisory Group Advisory Services first reported a position in VNQ in Q3 2019 and held it in 15 quarters. The position peaked at $1.18M in Q1 2022. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 2,781 Vanguard Real Estate ETF shares in Q1 2026, an estimated $246K.
Capital Advisory Group Advisory Services first reported a position in Vanguard Real Estate ETF in Q3 2019 and held it in 15 quarters.
Capital Advisory Group Advisory Services's Vanguard Real Estate ETF position peaked at $1.18M in Q1 2022.
1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.