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

Capital Investment 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
Q1 		$61.5M Buy
693,670
+35,310
+5% +$3.24M 0.9% 34
2025
Q4 		$58.3M Buy
658,360
+167,017
+34% +$15M 0.89% 37
2025
Q3 		$44.9M Buy
491,343
+30,038
+7% +$2.72M 0.74% 42
2025
Q2 		$41.1M Buy
461,305
+30,755
+7% +$2.71M 0.74% 41
2025
Q1 		$39M Buy
430,550
+34,700
+9% +$3.15M 0.76% 38
2024
Q4 		$35.3M Buy
395,850
+42,671
+12% +$4.03M 0.72% 40
2024
Q3 		$34.4M Buy
353,179
+86,450
+32% +$7.96M 0.71% 42
2024
Q2 		$22.3M Buy
266,729
+21,693
+9% +$1.79M 0.51% 59
2024
Q1 		$21.2M Buy
245,036
+7,591
+3% +$649K 0.49% 60
2023
Q4 		$21M Buy
237,445
+8,527
+4% +$676K 0.53% 54
2023
Q3 		$17.3M Buy
228,918
+4,886
+2% +$403K 0.48% 57
2023
Q2 		$18.7M Buy
224,032
+4,720
+2% +$387K 0.57% 46
2023
Q1 		$18.2M Buy
219,312
+4,561
+2% +$392K 0.54% 54
2022
Q4 		$17.7M Buy
214,751
+7,546
+4% +$626K 0.54% 52
2022
Q3 		$16.6M Buy
207,205
+9,631
+5% +$901K 0.57% 48
2022
Q2 		$18M Buy
197,574
+7,425
+4% +$740K 0.6% 42
2022
Q1 		$20.6M Buy
190,149
+5,695
+3% +$603K 0.63% 41
2021
Q4 		$21.4M Buy
184,454
+12,279
+7% +$1.34M 0.65% 41
2021
Q3 		$17.5M Buy
172,175
+9,906
+6% +$1.05M 0.59% 43
2021
Q2 		$16.5M Buy
162,269
+24,084
+17% +$2.39M 0.57% 44
2021
Q1 		$12.7M Buy
138,185
+21,645
+19% +$1.9M 0.48% 52
2020
Q4 		$9.9M Buy
116,540
+16,106
+16% +$1.34M 0.41% 56
2020
Q3 		$7.93M Buy
100,434
+6,241
+7% +$501K 0.38% 60
2020
Q2 		$7.4M Buy
94,193
+6,305
+7% +$478K 0.38% 58
2020
Q1 		$6.14M Sell
87,888
-163,848
-65% -$14.4M 0.39% 57
2019
Q4 		$23.4M Buy
251,736
+3,912
+2% +$362K 1.13% 22
2019
Q3 		$23.1M Sell
247,824
-658
-0.3% -$59.7K 1.21% 19
2019
Q2 		$21.7M Buy
248,482
+420
+0.2% +$36.8K 1.19% 20
2019
Q1 		$21.6M Sell
248,062
-8,289
-3% -$685K 1.26% 18
2018
Q4 		$19.1M Buy
256,351
+1,478
+0.6% +$116K 1.27% 16
2018
Q3 		$20.6M Sell
254,873
-21,890
-8% -$1.8M 1.21% 16
2018
Q2 		$22.5M Buy
276,763
+5,652
+2% +$438K 1.4% 12
2018
Q1 		$20.5M Buy
271,111
+16,054
+6% +$1.23M 1.33% 12
2017
Q4 		$21.2M Buy
255,057
+10,933
+4% +$916K 1.38% 12
2017
Q3 		$20.3M Buy
244,124
+6,356
+3% +$531K 1.39% 12
2017
Q2 		$19.8M Buy
237,768
+8,773
+4% +$732K 1.42% 12
2017
Q1 		$18.9M Buy
228,995
+7,636
+3% +$633K 1.43% 12
2016
Q4 		$18.3M Buy
221,359
+2,796
+1% +$228K 1.54% 11
2016
Q3 		$19M Sell
218,563
-12,901
-6% -$1.15M 1.67% 10
2016
Q2 		$20.5M Buy
231,464
+2,517
+1% +$212K 1.92% 8
2016
Q1 		$19.2M Buy
228,947
+1,085
+0.5% +$84.5K 1.89% 8
2015
Q4 		$18.2M Buy
227,862
+1,756
+0.8% +$139K 1.87% 9
2015
Q3 		$17.1M Buy
226,106
+3,884
+2% +$298K 1.92% 8
2015
Q2 		$16.6M Buy
222,222
+5,375
+2% +$430K 1.79% 9
2015
Q1 		$18.3M Buy
216,847
+8,673
+4% +$736K 1.93% 8
2014
Q4 		$16.9M Buy
208,174
+3,134
+2% +$246K 1.86% 9
2014
Q3 		$14.7M Buy
205,040
+3,094
+2% +$233K 1.69% 10
2014
Q2 		$15.1M Buy
201,946
+5,753
+3% +$423K 1.73% 8
2014
Q1 		$13.9M Buy
196,193
+14,308
+8% +$979K 1.74% 8
2013
Q4 		$11.7M Buy
+181,885
New +$12.2M 1.56% 10

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Capital Investment Advisors's VNQ Position: Q1 2026 in Review

Capital Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 5.4% in Q1 2026, buying an estimated $3.24M and bringing the position to 693,670 shares worth $61.5M. The position accounts for 0.9% of the portfolio, ranked #34.

Capital Investment Advisors first reported a position in VNQ in Q4 2013 and has held it in 50 quarters since. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Capital Investment Advisors held 693,670 shares of Vanguard Real Estate ETF worth $61.5M as of Q1 2026.
  • Capital Investment Advisors bought 35,310 Vanguard Real Estate ETF shares in Q1 2026, an estimated $3.24M.
  • Vanguard Real Estate ETF made up 0.9% of Capital Investment Advisors's portfolio in Q1 2026, its #34 holding.
  • Capital Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 50 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.